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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 %
EE
201
EWG Elevate
California
$860K -$3.5M -209,688 -80%
PCWA
202
Pacific Capital Wealth Advisors
California
$843K +$2.66K +159 +0.3%
SS
203
Simplicity Solutions
Minnesota
$842K +$842K +50,418 New
PAMG
204
Patton Albertson Miller Group
Tennessee
$838K – – –
CWM
205
Cedar Wealth Management
California
$824K +$824K +49,323 New
SWPG
206
Strategic Wealth Partners Group
Illinois
$823K +$33.3K +1,992 +4%
TYCC
207
Texas Yale Capital Corp
Florida
$808K -$111K -6,651 -12%
MCM
208
Mengis Capital Management
Oregon
$805K -$42.8K -2,565 -5%
AL
209
Aspiriant LLC
California
$803K – – –
AWM
210
Aprio Wealth Management
Georgia
$798K -$224K -13,392 -22%
Truist Financial
211
Truist Financial
North Carolina
$788K -$144K -8,622 -15%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$783K -$113K -6,843 -13%
BCWM
213
Blue Chip Wealth Management
Florida
$781K -$111K -6,639 -12%
MAM
214
Marotta Asset Management
Virginia
$774K -$42.9K -2,571 -5%
CAG
215
Curtis Advisory Group
California
$750K +$188K +11,229 +33%
WIA
216
Westbourne Investment Advisors
Maryland
$748K +$135K +8,097 +22%
AA
217
Argent Advisors
Louisiana
$737K +$423K +25,368 +135%
SFS
218
Sowell Financial Services
Arkansas
$731K +$648K +38,799 +785%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
MIAN
220
Mariner Independent Advisor Network
Kansas
$723K -$4.83M -289,359 -87%
LPIC
221
LeJeune Puetz Investment Counsel
Michigan
$699K -$89K -5,322 -11%
Renaissance Technologies
222
Renaissance Technologies
New York
$697K +$697K +41,700 New
WWM
223
WT Wealth Management
Arizona
$687K -$17.8K -1,065 -3%
VFA
224
Valeo Financial Advisors
Indiana
$687K +$601 +36 +0.1%
JPMPWA
225
J.P. Morgan Private Wealth Advisors
California
$673K +$21.1K +1,266 +3%
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