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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 %
V
151
Veritable
Delaware
$1.57M – – –
WDL
152
Well Done LLC
Michigan
$1.57M +$522K +35,400 +50%
FWM
153
Focused Wealth Management
New York
$1.56M +$33.1K +2,241 +2%
BWM
154
BCS Wealth Management
Tennessee
$1.54M +$804K +54,507 +109%
MMA
155
Miracle Mile Advisors
California
$1.54M +$1.54M +104,475 New
PCMC
156
Private Capital Management (Colorado)
Colorado
$1.54M -$592K -40,137 -28%
FA
157
Fagan Associates
New York
$1.52M -$69.6K -4,719 -4%
Goldman Sachs
158
Goldman Sachs
New York
$1.51M +$1.51M +102,102 New
AA
159
Apriem Advisors
California
$1.44M -$71.4K -4,842 -5%
GBBWRPM
160
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.44M -$4.1M -278,055 -74%
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$1.41M -$188K -12,753 -12%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$1.36M +$318K +21,531 +30%
BWP
163
Bernardo Wealth Planning
Pennsylvania
$1.34M -$444K -30,093 -25%
PWM
164
Perigon Wealth Management
California
$1.34M +$67.5K +4,176 +5%
FAIM
165
Financial Advocates Investment Management
Washington
$1.31M -$517K -35,037 -28%
WIC
166
Whitegate Investment Counselors
New Hampshire
$1.31M +$5.14K +348 +0.4%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$1.31M +$1.18M +80,232 +944%
PWMG
168
Prestige Wealth Management Group
New Jersey
$1.29M -$190K -12,885 -13%
NRI
169
NFP Retirement Inc
California
$1.27M +$442K +29,979 +54%
ATWA
170
Arbor Trust Wealth Advisors
Michigan
$1.26M +$158K +10,707 +14%
RRC
171
Relaxing Retirement Coach
Massachusetts
$1.25M -$45.7K -3,105 -4%
AGA
172
Arkos Global Advisors
Texas
$1.24M +$1.24M +83,970 New
AFP
173
Ausdal Financial Partners
Iowa
$1.23M +$33.1K +2,079 +3%
Creative Planning
174
Creative Planning
Kansas
$1.22M -$167K -11,352 -12%
CCM
175
Carlson Capital Management
Minnesota
$1.18M +$163K +10,200 +16%
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