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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

455 hedge funds and large institutions have $4.19B invested in Schwab US Large-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 180 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
9.35%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.86%
New
54
Increased
155
Reduced
180
Closed
49
Calls
$321K
Puts
–
Net Calls
+$321K
Net Calls Change
+$64K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$515M
2
HI
Horizon Investments
North Carolina
+$42.5M
3
MMEA
Main Management ETF Advisors
California
+$30.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$28.2M
5
MG
Mather Group
Illinois
+$24.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$170M
2
SS
Sunbelt Securities
Texas
-$162M
3
Betterment LLC
Betterment LLC
New York
-$74.4M
4
APP
Avantax Planning Partners
Iowa
-$67.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
126
Shine Investment Advisory Services
Colorado
$2.46M +$2.01M +120,072 +446%
NSAM
127
North Star Asset Management
Wisconsin
$2.44M -$170K -10,155 -7%
BCI
128
Brinker Capital Investments
Pennsylvania
$2.35M -$58.6K -3,510 -2%
TRCT
129
Tower Research Capital (TRC)
New York
$2.27M +$1.15M +68,973 +103%
BFM
130
Broadview Financial Management
Wisconsin
$2.26M -$6.12K -366 -0.3%
Citadel Advisors
131
Citadel Advisors
Florida
$2.25M +$2.25M +134,793 New
SWM
132
Sculati Wealth Management
Michigan
$2.24M +$67.9K +4,068 +3%
PFA
133
Pure Financial Advisors
California
$2.24M +$323K +19,320 +17%
PGAM
134
Princeton Global Asset Management
New Jersey
$2.16M -$392K -23,502 -15%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$2.16M -$64.7K -3,876 -3%
CFA
136
Cahill Financial Advisors
Minnesota
$2.14M -$370K -22,119 -15%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$2.07M -$149K -8,946 -7%
AWM
138
AE Wealth Management
Kansas
$2.06M +$751K +44,943 +57%
WPIC
139
White Pine Investment Company
Michigan
$1.99M +$1.16M +69,675 +140%
PPA
140
Parametric Portfolio Associates
Washington
$1.98M -$735K -44,010 -27%
MSWMA
141
Market Street Wealth Management Advisors
Indiana
$1.95M -$23.4K -1,401 -1%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$1.94M -$2.8M -167,760 -59%
SCA
143
Stonebridge Capital Advisors
Minnesota
$1.94M -$86.1K -5,154 -4%
BDF
144
Black Diamond Financial
Maryland
$1.92M -$84.4K -5,055 -4%
BWM
145
BCS Wealth Management
Tennessee
$1.83M +$81.8K +4,899 +5%
DP
146
DDD Partners
Washington
$1.78M -$371K -22,230 -17%
WDL
147
Well Done LLC
Michigan
$1.78M – – –
FWM
148
Focused Wealth Management
New York
$1.77M +$4.06K +243 +0.2%
SFG
149
StrategIQ Financial Group
Indiana
$1.69M +$420K +25,116 +33%
ACA
150
Atlas Capital Advisors
Wyoming
$1.67M +$425K +25,428 +34%
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