SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

453 hedge funds and large institutions have $3.59B invested in Schwab US Large-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 190 increasing their positions, 170 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-38
Holders Change %
-7.74%
% of All Funds
10.01%
Holding in Top 10
48
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.79%
% of All Funds
1.06%
New
44
Increased
190
Reduced
170
Closed
72
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
-$452K

Top Buyers

1
SS
Sunbelt Securities
Texas
+$160M
2
Betterment LLC
Betterment LLC
New York
+$94.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$69M
4
SEI Investments
SEI Investments
Pennsylvania
+$44.4M
5
FWP
FAS Wealth Partners
Kansas
+$27.9M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$87.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28M
3
PFG
Piershale Financial Group
Illinois
-$17.3M
4
JWM
Janiczek Wealth Management
Colorado
-$10.6M
5
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
126
North Star Asset Management
Wisconsin
$2.3M -$362K -24,537 -14%
PGAM
127
Princeton Global Asset Management
New Jersey
$2.26M +$1.47M +99,657 +187%
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$2.25M +$2.04M +138,123 +949%
MAS
129
Managed Account Services
Florida
$2.25M +$171K +11,994 +8%
CFA
130
Cahill Financial Advisors
Minnesota
$2.21M +$1.28K +87 +0.1%
GG
131
Greenwood Gearhart
Arkansas
$2.21M -$2.72M -184,164 -55%
BCI
132
Brinker Capital Investments
Pennsylvania
$2.13M -$543K -36,801 -20%
BFM
133
Broadview Financial Management
Wisconsin
$2M +$122K +8,235 +6%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$1.97M +$106K +7,185 +6%
FANJ
135
Financial Architects (New Jersey)
New Jersey
$1.96M -$60.6K -4,104 -3%
SWM
136
Sculati Wealth Management
Michigan
$1.92M +$117K +7,941 +7%
DP
137
DDD Partners
Washington
$1.9M +$212K +14,394 +13%
IAS
138
IMA Advisory Services
Colorado
$1.86M -$112K -7,578 -6%
SWP
139
Stratos Wealth Partners
Ohio
$1.85M +$1.41M +95,583 +320%
CCMD
140
Cypress Capital Management (Delaware)
Delaware
$1.84M +$537K +36,408 +41%
MPM
141
Meritage Portfolio Management
Kansas
$1.84M +$1.41M +95,367 +323%
SCA
142
Stonebridge Capital Advisors
Minnesota
$1.79M -$104K -7,035 -5%
BDF
143
Black Diamond Financial
Maryland
$1.77M +$393K +26,646 +29%
ACG
144
Allen Capital Group
Nebraska
$1.76M -$1.46M -99,084 -45%
MSWMA
145
Market Street Wealth Management Advisors
Indiana
$1.74M +$1.27M +86,256 +272%
DAS
146
Dynamic Advisor Solutions
Arizona
$1.71M -$53.6K -3,630 -3%
PFA
147
Pure Financial Advisors
California
$1.69M +$1.04M +70,500 +159%
APW
148
Aurora Private Wealth
New Jersey
$1.68M +$887K +60,114 +111%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$1.68M +$1.68M +114,000 New
GHA
150
GW Henssler & Associates
Georgia
$1.62M -$92.3K -6,255 -5%
4 5
6
7 8