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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 %
BWM
151
BCS Wealth Management
Tennessee
$1.66M -$248K -14,280 -13%
SFS
152
Sowell Financial Services
Arkansas
$1.64M +$875K +50,313 +115%
PWM
153
Perigon Wealth Management
California
$1.63M +$86.8K +4,989 +6%
ATWA
154
Arbor Trust Wealth Advisors
Michigan
$1.59M +$72.2K +4,149 +5%
FAIM
155
Financial Advocates Investment Management
Washington
$1.58M +$183K +10,515 +13%
WIC
156
Whitegate Investment Counselors
New Hampshire
$1.56M +$24.6K +1,413 +2%
ACG
157
Allen Capital Group
Nebraska
$1.44M -$136K -7,533 -9%
NRI
158
NFP Retirement Inc
California
$1.4M +$498K +28,623 +55%
DSC
159
Duncker Streett & Co
Missouri
$1.35M +$4.38K +252 +0.3%
PCMC
160
Private Capital Management (Colorado)
Colorado
$1.35M -$225K -12,957 -14%
PWA
161
Providence Wealth Advisors
Illinois
$1.34M -$15.7K -900 -1%
JC
162
Jentner Corp
Ohio
$1.34M +$36.5K +2,100 +3%
GHA
163
GW Henssler & Associates
Georgia
$1.33M -$111K -6,363 -8%
AFP
164
Ausdal Financial Partners
Iowa
$1.31M +$8.41K +483 +0.6%
MMHP
165
Murphy Middleton Hinkle & Parker
Georgia
$1.3M +$13.1K +750 +1%
CCM
166
Carlson Capital Management
Minnesota
$1.28M -$12K -687 -0.9%
SIAS
167
Shine Investment Advisory Services
Colorado
$1.27M -$1.29M -74,037 -50%
CAM
168
Concorde Asset Management
Michigan
$1.2M -$68.4K -3,924 -5%
TFA
169
Teamwork Financial Advisors
Texas
$1.19M +$104K +5,997 +10%
PAG
170
Private Advisor Group
New Jersey
$1.19M +$67.5K +3,969 +6%
AWS
171
AJ Wealth Strategies
New York
$1.19M -$161K -9,279 -12%
IAS
172
IMA Advisory Services
Colorado
$1.17M +$28.6K +1,644 +3%
CCMD
173
Cypress Capital Management (Delaware)
Delaware
$1.13M +$708K +40,725 +167%
CWM
174
Chesapeake Wealth Management
Virginia
$1.13M +$60.8K +3,495 +6%
MWM
175
Merriman Wealth Management
Washington
$1.12M -$23.8K -1,365 -2%
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