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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 %
CWM
201
Cornerstone Wealth Management
Missouri
$839K +$6.24K +423 +0.7%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$839K +$839K +56,826 New
Truist Financial
203
Truist Financial
North Carolina
$824K -$31.8K -2,154 -4%
ACI
204
Alpha Cubed Investments
California
$818K -$98.5K -6,675 -11%
CWM
205
Chesapeake Wealth Management
Virginia
$818K +$131K +8,871 +19%
TYCC
206
Texas Yale Capital Corp
Florida
$812K +$174K +11,817 +27%
BCWM
207
Blue Chip Wealth Management
Florida
$788K -$148K -10,062 -16%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$786K -$38.1K -2,631 -5%
JC
209
Jentner Corp
Ohio
$772K -$38.1K -2,580 -5%
JWS
210
Juncture Wealth Strategies
Arizona
$769K +$17.7K +1,197 +2%
MCM
211
Mengis Capital Management
Oregon
$749K -$36.6K -2,484 -5%
PCWA
212
Pacific Capital Wealth Advisors
California
$742K -$53.3K -3,612 -7%
PAMG
213
Patton Albertson Miller Group
Tennessee
$740K -$54.9K -3,720 -7%
BC
214
Brio Consultants
California
$738K -$111K -7,539 -13%
SPI
215
Santori & Peters Inc
Pennsylvania
$734K -$75.5K -5,118 -9%
WPIC
216
White Pine Investment Company
Michigan
$732K +$480K +32,520 +190%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
AL
218
Aspiriant LLC
California
$708K -$121K -8,235 -15%
MWA
219
Martel Wealth Advisors
Washington
$701K +$292K +19,809 +72%
SWPG
220
Strategic Wealth Partners Group
Illinois
$698K +$137K +9,282 +24%
LPIC
221
LeJeune Puetz Investment Counsel
Michigan
$696K +$115K +7,797 +20%
MAM
222
Marotta Asset Management
Virginia
$689K -$133K -9,471 -16%
MFG
223
MidWestOne Financial Group
Iowa
$676K +$417K +28,251 +161%
VFA
224
Valeo Financial Advisors
Indiana
$664K +$6.64K +411 +1%
WC
225
Waterloo Capital
Texas
$659K +$659K +44,667 New
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9
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