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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 %
AIS
176
American Investment Services
Massachusetts
$1.12M – – –
PAS
177
Park Avenue Securities
New York
$1.11M +$802K +46,113 +262%
CWM
178
Cornerstone Wealth Management
Missouri
$1.1M +$44.2K +2,541 +4%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$1.1M +$26.3K +1,512 +2%
TIM
180
Tortoise Investment Management
New York
$1.09M -$22.7K -1,302 -2%
SS
181
Sunbelt Securities
Texas
$1.07M +$1.07M +59,079 New
BSW
182
Buckingham Strategic Wealth
Missouri
$1.06M +$13.4K +768 +1%
SPC
183
Sigma Planning Corp
Michigan
$1.06M -$38.1K -2,190 -3%
APW
184
Aurora Private Wealth
New Jersey
$1.05M -$86K -4,944 -8%
AA
185
Argent Advisors
Louisiana
$1.05M +$279K +16,050 +36%
SPI
186
Santori & Peters Inc
Pennsylvania
$974K +$78.1K +4,491 +9%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$973K -$583K -33,528 -37%
IAIM
188
International Assets Investment Management
Florida
$959K +$959K +38,499 New
MFG
189
MidWestOne Financial Group
Iowa
$958K +$958K +55,080 New
JPMPWA
190
J.P. Morgan Private Wealth Advisors
California
$950K +$249K +14,289 +35%
EE
191
EWG Elevate
California
$936K +$40.1K +2,304 +4%
ACI
192
Alpha Cubed Investments
California
$928K +$1.25K +72 +0.1%
MAM
193
Marquette Asset Management
Minnesota
$922K -$151K -8,697 -14%
NCM
194
Northwest Capital Management
Oregon
$917K -$80.5K -4,629 -8%
MS
195
Madden Securities
Texas
$915K -$268K -15,390 -23%
CAG
196
Curtis Advisory Group
California
$881K +$100K +5,757 +13%
NL
197
NWAM LLC
Washington
$873K -$59.5K -3,420 -6%
SWPG
198
Strategic Wealth Partners Group
Illinois
$865K +$7.31K +420 +0.9%
WIA
199
Westbourne Investment Advisors
Maryland
$865K +$85.9K +4,938 +11%
SS
200
Simplicity Solutions
Minnesota
$862K -$14.8K -849 -2%
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8
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