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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 %
AA
151
Apriem Advisors
California
$1.66M +$29.2K +1,749 +2%
WIC
152
Woodmont Investment Counsel
Tennessee
$1.63M +$1.63M +97,749 New
FA
153
Fagan Associates
New York
$1.59M -$131K -7,839 -8%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$1.57M -$29.4K -1,761 -2%
Jane Street
155
Jane Street
New York
$1.51M -$3.12M -186,561 -67%
PCMC
156
Private Capital Management (Colorado)
Colorado
$1.51M -$231K -13,851 -13%
BSAM
157
Blue Sky Asset Management
Colorado
$1.51M +$1.51M +90,315 New
RJFSA
158
Raymond James Financial Services Advisors
Florida
$1.5M -$45.6K -2,727 -3%
PWM
159
Perigon Wealth Management
California
$1.48M +$90.5K +5,418 +7%
WIC
160
Whitegate Investment Counselors
New Hampshire
$1.47M -$7.87K -471 -0.5%
ACG
161
Allen Capital Group
Nebraska
$1.46M -$529K -31,683 -27%
ATWA
162
Arbor Trust Wealth Advisors
Michigan
$1.45M +$23K +1,374 +2%
GHA
163
GW Henssler & Associates
Georgia
$1.39M -$452K -27,042 -25%
FAIM
164
Financial Advocates Investment Management
Washington
$1.34M -$147K -8,817 -10%
AGA
165
Arkos Global Advisors
Texas
$1.32M -$82.6K -4,947 -6%
PWA
166
Providence Wealth Advisors
Illinois
$1.3M -$27.5K -1,647 -2%
DSC
167
Duncker Streett & Co
Missouri
$1.3M +$42.4K +2,538 +3%
AWS
168
AJ Wealth Strategies
New York
$1.29M +$100 +6 +0%
RRC
169
Relaxing Retirement Coach
Massachusetts
$1.25M -$168K -10,077 -12%
AFP
170
Ausdal Financial Partners
Iowa
$1.25M -$35.3K -2,112 -3%
JC
171
Jentner Corp
Ohio
$1.25M +$376K +22,479 +43%
CCM
172
Carlson Capital Management
Minnesota
$1.25M +$3.17K +189 +0.3%
MMHP
173
Murphy Middleton Hinkle & Parker
Georgia
$1.24M +$156K +9,327 +14%
LJAC
174
L.J. Altfest & Co
New York
$1.21M -$5.41M -323,898 -82%
CAM
175
Concorde Asset Management
Michigan
$1.21M -$45.8K -2,739 -4%
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