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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

512 hedge funds and large institutions have $5.55B invested in Schwab US Large-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 204 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
9.08%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.94%
New
93
Increased
204
Reduced
132
Closed
23
Calls
$649K
Puts
–
Net Calls
+$649K
Net Calls Change
+$190K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$62.9M
2
MG
Mather Group
Illinois
+$38.9M
3
Mariner
Mariner
Kansas
+$33.9M
4
PFO
Pathstone Family Office
New Jersey
+$25.9M
5
KAS
Kestra Advisory Services
Texas
+$23.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$27.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.5M
3
HI
Horizon Investments
North Carolina
-$14M
4
LJAC
L.J. Altfest & Co
New York
-$13M
5
LB
Leo Brokerage
Texas
-$8.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPFA
126
Game Plan Financial Advisors
Ohio
$3.76M +$177K +8,943 +5%
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
$3.66M +$1.84M +92,502 +101%
CMP
128
Courage Miller Partners
Virginia
$3.62M -$81.1K -4,086 -2%
CFA
129
Cahill Financial Advisors
Minnesota
$3.53M +$965K +48,648 +38%
ADL
130
Asset Dedication LLC
California
$3.49M -$33.5K -1,689 -0.9%
MAS
131
Managed Account Services
Florida
$3.41M -$4K -195 -0.1%
LWM
132
Laidlaw Wealth Management
New York
$3.4M -$942K -47,478 -22%
EWA
133
EP Wealth Advisors
California
$3.3M -$2.04M -102,783 -38%
SF
134
Summit Financial
New Jersey
$3.18M +$1.05M +52,869 +49%
CM
135
Columbus Macro
Pennsylvania
$3.08M -$1.64M -82,689 -35%
MML Investors Services
136
MML Investors Services
Massachusetts
$3.06M +$64.9K +3,270 +2%
ECG
137
Edge Capital Group
Georgia
$3.05M -$802K -40,434 -21%
KLI
138
Kelman-Lazarov Inc
Tennessee
$2.98M -$126K -6,375 -4%
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$2.96M -$88.1K -4,431 -3%
BAM
140
Berkshire Asset Management
Pennsylvania
$2.95M +$281K +14,142 +11%
SFG
141
StrategIQ Financial Group
Indiana
$2.89M +$294K +14,811 +11%
LWAC
142
Laurel Wealth Advisors (California)
California
$2.86M -$211K -10,650 -7%
SFG
143
Sovereign Financial Group
Connecticut
$2.83M +$2.83M +142,527 New
SCA
144
Stonebridge Capital Advisors
Minnesota
$2.72M +$383K +19,293 +16%
SWM
145
Sculati Wealth Management
Michigan
$2.71M +$39.6K +1,995 +1%
NSAM
146
North Star Asset Management
Wisconsin
$2.71M +$11.4K +573 +0.4%
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$2.67M -$7.74K -390 -0.3%
PFA
148
Pure Financial Advisors
California
$2.65M -$2.56K -129 -0.1%
EFG
149
Everhart Financial Group
Ohio
$2.6M +$2.6M +130,779 New
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$2.5M -$486K -24,471 -16%
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