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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 %
AWM
176
AE Wealth Management
Kansas
$1.16M -$36.4K -2,469 -3%
AWS
177
AJ Wealth Strategies
New York
$1.14M +$1.95K +132 +0.2%
PWA
178
Providence Wealth Advisors
Illinois
$1.14M +$41.9K +2,925 +4%
SFG
179
StrategIQ Financial Group
Indiana
$1.12M +$275K +18,636 +32%
GG
180
GenWealth Group
New Jersey
$1.11M +$180K +12,174 +19%
CAM
181
Concorde Asset Management
Michigan
$1.11M +$18.1K +1,227 +2%
DSC
182
Duncker Streett & Co
Missouri
$1.11M -$38.5K -2,607 -3%
ACA
183
Atlas Capital Advisors
Wyoming
$1.1M -$710K -48,123 -39%
DW
184
Domani Wealth
Pennsylvania
$1.08M -$1.04M -70,632 -49%
BSW
185
Buckingham Strategic Wealth
Missouri
$1.08M +$90.1K +6,111 +9%
PAG
186
Private Advisor Group
New Jersey
$1.07M +$34.5K +2,340 +3%
AF
187
Advisornet Financial
Minnesota
$1.07M -$45.7K -3,093 -4%
TIM
188
Total Investment Management
Arizona
$1M -$24.1K -1,635 -2%
TRCT
189
Tower Research Capital (TRC)
New York
$991K +$312K +21,150 +46%
TSS
190
Two Sigma Securities
New York
$973K +$973K +65,946 New
SPC
191
Sigma Planning Corp
Michigan
$961K +$3.06K +207 +0.3%
MMHP
192
Murphy Middleton Hinkle & Parker
Georgia
$953K +$2.3K +156 +0.2%
AIS
193
American Investment Services
Massachusetts
$925K – – –
MAM
194
Marquette Asset Management
Minnesota
$913K -$20K -1,353 -2%
FAG
195
Financial Advisory Group
Texas
$911K -$92.9K -6,300 -9%
TIM
196
Tortoise Investment Management
New York
$906K +$390K +26,415 +75%
AWM
197
Aprio Wealth Management
Georgia
$902K +$582K +39,444 +182%
SBL
198
Sargent Bickham Lagudis
Colorado
$897K -$163K -11,043 -15%
CIAS
199
Capital Investment Advisory Services
North Carolina
$869K +$3.32K +225 +0.4%
NCM
200
Northwest Capital Management
Oregon
$841K -$119K -8,037 -12%
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