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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 %
AIS
201
American Investment Services
Massachusetts
$1.28M – – –
SDWMA
202
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.27M +$421K +21,219 +50%
Truist Financial
203
Truist Financial
North Carolina
$1.26M +$353K +17,772 +39%
TFA
204
Teamwork Financial Advisors
Texas
$1.2M -$159K -7,986 -12%
SPC
205
Sigma Planning Corp
Michigan
$1.2M -$11.1K -561 -0.9%
TIM
206
Tortoise Investment Management
New York
$1.19M -$53.9K -2,715 -4%
FTUS
207
Flow Traders U.S.
New York
$1.16M +$1.16M +58,605 New
SPI
208
Santori & Peters Inc
Pennsylvania
$1.14M +$4.58K +225 +0.4%
SS
209
Sunbelt Securities
Texas
$1.14M -$32.6K -1,641 -3%
IAIM
210
International Assets Investment Management
Florida
$1.1M +$25.2K +900 +2%
MWM
211
Merriman Wealth Management
Washington
$1.1M -$181K -9,099 -14%
LPIC
212
LeJeune Puetz Investment Counsel
Michigan
$1.09M +$171K +8,613 +19%
ACI
213
Alpha Cubed Investments
California
$1.09M +$26.5K +1,335 +3%
CWM
214
Cedar Wealth Management
California
$1.07M +$119K +5,970 +12%
WIA
215
Westbourne Investment Advisors
Maryland
$1.06M +$76.9K +3,876 +8%
NFG
216
Next Financial Group
Texas
$1.06M +$380K +19,128 +56%
EE
217
EWG Elevate
California
$1.04M -$27K -1,362 -3%
MFG
218
MidWestOne Financial Group
Iowa
$1.03M -$59.7K -3,009 -5%
MAM
219
Marquette Asset Management
Minnesota
$1.03M -$22.8K -1,149 -2%
TYCC
220
Texas Yale Capital Corp
Florida
$997K +$55.8K +2,814 +6%
JPMPWA
221
J.P. Morgan Private Wealth Advisors
California
$993K -$90.2K -4,545 -8%
PAMG
222
Patton Albertson Miller Group
Tennessee
$991K -$43.8K -2,100 -4%
AA
223
Apriem Advisors
California
$989K -$1.01M -50,895 -51%
NL
224
NWAM LLC
Washington
$975K -$20.8K -1,050 -2%
BSW
225
Buckingham Strategic Wealth
Missouri
$972K -$240K -12,111 -20%
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9
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