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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 %
VC
151
Veery Capital
Delaware
$2.46M +$2.46M +123,702 New
BFM
152
Broadview Financial Management
Wisconsin
$2.44M -$63.9K -3,219 -3%
BDF
153
Black Diamond Financial
Maryland
$2.36M +$83.5K +4,209 +4%
ACG
154
Allen Capital Group
Nebraska
$2.3M +$710K +35,784 +45%
DP
155
DDD Partners
Washington
$2.27M +$91.2K +4,593 +4%
FANJ
156
Financial Architects (New Jersey)
New Jersey
$2.25M -$124K -6,267 -5%
FA
157
Fagan Associates
New York
$2.19M +$212K +10,680 +11%
FAIM
158
Financial Advocates Investment Management
Washington
$2.15M +$340K +17,055 +19%
FWM
159
Focused Wealth Management
New York
$2.11M +$4.41K +222 +0.2%
WIC
160
Woodmont Investment Counsel
Tennessee
$2.08M – – –
ATWA
161
Arbor Trust Wealth Advisors
Michigan
$2.07M +$260K +13,098 +14%
PWM
162
Perigon Wealth Management
California
$2.04M +$184K +9,255 +10%
AFS
163
Annapolis Financial Services
Maryland
$1.99M +$1.99M +100,017 New
NRI
164
NFP Retirement Inc
California
$1.93M +$328K +16,548 +21%
ACA
165
Atlas Capital Advisors
Wyoming
$1.92M -$47.8K -2,409 -2%
VFIC
166
Valley Forge Investment Consultants
Pennsylvania
$1.91M +$1.91M +96,462 New
BWM
167
BCS Wealth Management
Tennessee
$1.88M -$4.46K -225 -0.2%
NCM
168
Northwest Capital Management
Oregon
$1.84M +$791K +39,852 +76%
WIC
169
Whitegate Investment Counselors
New Hampshire
$1.78M +$1.43K +72 +0.1%
PAG
170
Private Advisor Group
New Jersey
$1.78M +$388K +19,536 +28%
PAS
171
Park Avenue Securities
New York
$1.76M +$494K +24,873 +39%
DSC
172
Duncker Streett & Co
Missouri
$1.72M +$174K +8,778 +11%
MMA
173
Miracle Mile Advisors
California
$1.71M -$389K -19,617 -19%
MMHP
174
Murphy Middleton Hinkle & Parker
Georgia
$1.71M +$232K +11,709 +16%
MSWMA
175
Market Street Wealth Management Advisors
Indiana
$1.63M -$369K -18,585 -18%
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