SCHV icon

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 %
LIM
176
Leavell Investment Management
Alabama
$1.15M +$785K +46,983 +217%
MS
177
Madden Securities
Texas
$1.14M +$1.14M +68,013 New
PAG
178
Private Advisor Group
New Jersey
$1.1M -$114K -6,810 -9%
MWM
179
Merriman Wealth Management
Washington
$1.1M -$1.99M -119,112 -64%
IAS
180
IMA Advisory Services
Colorado
$1.09M -$1.01M -60,465 -48%
APW
181
Aurora Private Wealth
New Jersey
$1.09M -$816K -48,861 -43%
AIS
182
American Investment Services
Massachusetts
$1.07M +$27.3K +1,635 +3%
TIM
183
Tortoise Investment Management
New York
$1.07M +$45.9K +2,745 +4%
SF
184
Summit Financial
New Jersey
$1.05M +$1.05M +63,150 New
SPC
185
Sigma Planning Corp
Michigan
$1.05M -$34.4K -2,058 -3%
TFA
186
Teamwork Financial Advisors
Texas
$1.05M +$1.05M +62,547 New
FAG
187
Financial Advisory Group
Texas
$1.03M – – –
MAM
188
Marquette Asset Management
Minnesota
$1.03M -$3.51K -210 -0.3%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$1.03M +$79.7K +4,770 +8%
CWM
190
Chesapeake Wealth Management
Virginia
$1.03M +$102K +6,135 +11%
AF
191
Advisornet Financial
Minnesota
$1.02M -$190K -11,370 -16%
CWM
192
Cornerstone Wealth Management
Missouri
$1.01M +$63.2K +3,780 +7%
BSW
193
Buckingham Strategic Wealth
Missouri
$1.01M -$212K -12,681 -17%
MMA
194
Miracle Mile Advisors
California
$993K -$751K -45,000 -43%
Deutsche Bank
195
Deutsche Bank
Germany
$972K +$844K +50,517 +661%
NCM
196
Northwest Capital Management
Oregon
$958K +$5.46K +327 +0.6%
NL
197
NWAM LLC
Washington
$896K +$17K +1,020 +2%
ACI
198
Alpha Cubed Investments
California
$890K -$35.3K -2,112 -4%
NRI
199
NFP Retirement Inc
California
$867K -$568K -34,011 -40%
SPI
200
Santori & Peters Inc
Pennsylvania
$861K +$30.2K +1,809 +4%
6 7
8
9 10