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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 %
PAMG
201
Patton Albertson Miller Group
Tennessee
$862K -$9.91K -570 -1%
LAIC
202
Lederer & Associates Investment Counsel
California
$859K +$859K +49,356 New
CWM
203
Cedar Wealth Management
California
$837K -$20.8K -1,194 -2%
AL
204
Aspiriant LLC
California
$836K – – –
AG
205
Appleton Group
Wisconsin
$831K -$10.6M -607,467 -93%
TYCC
206
Texas Yale Capital Corp
Florida
$825K -$16.1K -927 -2%
PCWA
207
Pacific Capital Wealth Advisors
California
$819K -$59.4K -3,411 -7%
LPIC
208
LeJeune Puetz Investment Counsel
Michigan
$804K +$76.7K +4,413 +11%
BWL
209
Bogart Wealth LLC
Virginia
$803K +$126K +7,254 +19%
MCM
210
Mengis Capital Management
Oregon
$794K -$45.3K -2,604 -5%
Truist Financial
211
Truist Financial
North Carolina
$794K -$27.4K -1,575 -3%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$774K -$59.7K -3,402 -7%
WWM
213
WT Wealth Management
Arizona
$747K +$32.3K +1,857 +5%
NWS
214
Newport Wealth Strategies
California
$745K +$419K +24,060 +129%
SDWMA
215
Schneider Downs Wealth Management Advisors
Pennsylvania
$743K +$247K +14,169 +50%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
BL
217
BCWM LLC
Kansas
$721K +$135K +7,773 +23%
VFA
218
Valeo Financial Advisors
Indiana
$715K – – –
CIP
219
Capital Insight Partners
Arizona
$714K +$15K +864 +2%
AAS
220
Avantax Advisory Services
Texas
$712K +$336K +19,395 +89%
Deutsche Bank
221
Deutsche Bank
Germany
$702K -$311K -17,838 -31%
FAG
222
Financial Advisory Group
Texas
$694K -$380K -21,867 -35%
KM
223
Kalos Management
Georgia
$686K +$2.59K +138 +0.4%
AF
224
Advisornet Financial
Minnesota
$671K -$390K -22,407 -37%
MPM
225
Meritage Portfolio Management
Kansas
$670K -$5.01K -288 -0.7%
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