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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 %
IAN
176
Integrated Advisors Network
Texas
$1.61M +$888K +44,745 +124%
FA
177
Financial Advisors
Massachusetts
$1.6M +$932K +46,992 +141%
JC
178
Jentner Corp
Ohio
$1.59M +$62K +3,126 +4%
CAG
179
Curtis Advisory Group
California
$1.58M +$578K +29,142 +58%
PWA
180
Providence Wealth Advisors
Illinois
$1.58M +$63.5K +3,225 +4%
PPA
181
Parametric Portfolio Associates
Washington
$1.56M +$1.56M +78,546 New
AFP
182
Ausdal Financial Partners
Iowa
$1.54M +$43.4K +2,187 +3%
MCC
183
Money Concepts Capital
Florida
$1.51M +$1.51M +76,122 New
PA
184
Parallel Advisors
California
$1.49M +$1.06M +53,589 +247%
MOS
185
MGO One Seven
Ohio
$1.48M +$1.24M +62,481 +510%
CCM
186
Carlson Capital Management
Minnesota
$1.48M -$18.5K -909 -1%
AA
187
Argent Advisors
Louisiana
$1.48M +$283K +14,268 +24%
BWL
188
Bogart Wealth LLC
Virginia
$1.48M +$562K +28,326 +61%
PCMC
189
Private Capital Management (Colorado)
Colorado
$1.47M -$62.3K -3,162 -4%
GHA
190
GW Henssler & Associates
Georgia
$1.45M -$65.9K -3,324 -4%
CCM
191
Condor Capital Management
New Jersey
$1.45M -$2.1M -105,822 -59%
LB
192
Leo Brokerage
Texas
$1.44M -$8.79M -443,052 -86%
RRC
193
Relaxing Retirement Coach
Massachusetts
$1.41M -$1.45M -72,906 -51%
AWS
194
AJ Wealth Strategies
New York
$1.37M +$19.9K +1,005 +1%
APW
195
Aurora Private Wealth
New Jersey
$1.37M +$173K +8,712 +14%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$1.34M +$89.5K +4,512 +7%
LJAC
197
L.J. Altfest & Co
New York
$1.34M -$13M -653,979 -91%
CWM
198
Chesapeake Wealth Management
Virginia
$1.33M +$34.8K +1,755 +3%
CWM
199
Cornerstone Wealth Management
Missouri
$1.31M +$53.3K +2,685 +4%
CCMD
200
Cypress Capital Management (Delaware)
Delaware
$1.29M -$2.98K -150 -0.2%
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