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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.05B +$69M +4,673,760 +7%
APP
2
Avantax Planning Partners
Iowa
$311M +$15.8M +1,069,161 +5%
Betterment LLC
3
Betterment LLC
New York
$177M +$94.7M +6,420,777 +115%
Bank of America
4
Bank of America
North Carolina
$170M -$4.66M -316,032 -3%
SS
5
Sunbelt Securities
Texas
$162M +$160M +8,750,292 +6,226%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$119M -$87.8M -5,353,836 -43%
MG
7
Mather Group
Illinois
$112M -$38.2K -2,589 -0%
SEI Investments
8
SEI Investments
Pennsylvania
$107M +$44.4M +3,004,878 +70%
Osaic Holdings
9
Osaic Holdings
Arizona
$97.8M +$97.8M +9,539,430 New
UCFA
10
United Capital Financial Advisors
Texas
$68.6M +$9.01M +610,887 +15%
Mariner
11
Mariner
Kansas
$60.1M +$11.7M +790,221 +24%
KF
12
Krilogy Financial
Missouri
$46.7M +$6.84M +463,269 +17%
FWP
13
FAS Wealth Partners
Kansas
$35.8M +$27.9M +1,889,181 +353%
LPL Financial
14
LPL Financial
California
$35.4M +$7.5M +508,293 +27%
FCI
15
Financial Counselors Inc
Kansas
$28.9M +$510K +34,536 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$27.2M +$4.27M +289,293 +19%
OIA
17
OneDigital Investment Advisors
Kansas
$24.9M -$2.79M -188,781 -10%
Ameriprise
18
Ameriprise
Minnesota
$23.7M +$6.22M +421,959 +36%
MA
19
MUFG Americas
New York
$22.5M +$1.72M +116,721 +8%
MAG
20
Mokosak Advisory Group
Iowa
$19M +$6.1M +413,277 +47%
RCIM
21
Red Cedar Investment Management
Michigan
$18.8M +$690K +46,746 +4%
GAM
22
Gemmer Asset Management
California
$17.8M -$505K -34,212 -3%
Morgan Stanley
23
Morgan Stanley
New York
$17.8M +$9.77M +662,280 +122%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$16.6M -$28M – –
GC
25
Gratus Capital
Georgia
$16.4M -$799K -54,171 -5%
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