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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

451 hedge funds and large institutions have $4.49B invested in Schwab US Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 163 increasing their positions, 167 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
9.12%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
41
Increased
163
Reduced
167
Closed
37
Calls
$673K
Puts
$214K
Net Calls
+$459K
Net Calls Change
+$138K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$78.9M
2
APP
Avantax Planning Partners
Iowa
+$56.7M
3
MG
Mather Group
Illinois
+$27.9M
4
Ameriprise
Ameriprise
Minnesota
+$16.6M
5
LJAC
L.J. Altfest & Co
New York
+$11.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$39.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$22.9M
3
RCIM
Red Cedar Investment Management
Michigan
-$17.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.6M
5
AG
Appleton Group
Wisconsin
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
126
Stearns Financial Services Group
North Carolina
$2.65M -$38.8K -2,232 -1%
MML Investors Services
127
MML Investors Services
Massachusetts
$2.63M +$5.85K +336 +0.2%
WSTAM
128
Wilbanks Smith & Thomas Asset Management
Virginia
$2.61M -$58.6K -3,366 -2%
RRC
129
Relaxing Retirement Coach
Massachusetts
$2.5M +$1.2M +69,114 +92%
NSAM
130
North Star Asset Management
Wisconsin
$2.37M -$173K -9,945 -7%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$2.34M +$89.9K +5,169 +4%
SWM
132
Sculati Wealth Management
Michigan
$2.34M +$8.82K +507 +0.4%
BAM
133
Berkshire Asset Management
Pennsylvania
$2.34M -$2.24M -128,748 -49%
PFA
134
Pure Financial Advisors
California
$2.33M -$6.26K -360 -0.3%
SFG
135
StrategIQ Financial Group
Indiana
$2.27M +$512K +29,436 +29%
CFA
136
Cahill Financial Advisors
Minnesota
$2.25M +$21.3K +1,224 +1%
BFM
137
Broadview Financial Management
Wisconsin
$2.2M -$154K -8,829 -7%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$2.08M -$71.7K -4,119 -3%
AWM
139
AE Wealth Management
Kansas
$2.07M -$77.5K -4,455 -4%
SCA
140
Stonebridge Capital Advisors
Minnesota
$2.05M +$24K +1,380 +1%
BDF
141
Black Diamond Financial
Maryland
$2M – – –
DP
142
DDD Partners
Washington
$1.91M +$58.1K +3,342 +3%
SF
143
Summit Financial
New Jersey
$1.87M +$772K +44,391 +70%
FWM
144
Focused Wealth Management
New York
$1.85M +$7.41K +426 +0.4%
MMA
145
Miracle Mile Advisors
California
$1.84M +$809K +46,512 +78%
WIC
146
Woodmont Investment Counsel
Tennessee
$1.82M +$120K +6,900 +7%
MSWMA
147
Market Street Wealth Management Advisors
Indiana
$1.76M -$272K -15,657 -13%
AA
148
Apriem Advisors
California
$1.75M +$24.3K +1,395 +1%
FA
149
Fagan Associates
New York
$1.73M +$81.6K +4,689 +5%
ACA
150
Atlas Capital Advisors
Wyoming
$1.73M -$11.2K -642 -0.6%
4 5
6
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