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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.71B +$515M +30,806,436 +43%
APP
2
Avantax Planning Partners
Iowa
$285M -$67.1M -4,019,700 -19%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$155M +$28.2M +1,611,789 +22%
MG
4
Mather Group
Illinois
$152M +$24.8M +1,487,142 +20%
Betterment LLC
5
Betterment LLC
New York
$126M -$74.4M -4,451,442 -37%
Osaic Holdings
6
Osaic Holdings
Arizona
$102M -$57.1M -3,420,918 -36%
UCFA
7
United Capital Financial Advisors
Texas
$72.3M -$5.27M -315,546 -7%
Mariner
8
Mariner
Kansas
$69M +$933K +55,857 +1%
SEI Investments
9
SEI Investments
Pennsylvania
$67.5M -$54M -3,230,226 -44%
KF
10
Krilogy Financial
Missouri
$57M +$4.16M +248,934 +8%
HI
11
Horizon Investments
North Carolina
$51.5M +$42.5M +2,546,352 +473%
FWP
12
FAS Wealth Partners
Kansas
$45.7M +$5.2M +311,208 +13%
LPL Financial
13
LPL Financial
California
$42.4M +$2.36M +141,246 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$36.1M +$5.27M +315,711 +17%
FCI
15
Financial Counselors Inc
Kansas
$32.8M +$112K +6,693 +0.3%
OIA
16
OneDigital Investment Advisors
Kansas
$32.3M +$4.15M +248,409 +15%
MMEA
17
Main Management ETF Advisors
California
$30.9M +$30.9M +1,852,680 New
Ameriprise
18
Ameriprise
Minnesota
$30.1M +$3.32M +198,453 +12%
RCIM
19
Red Cedar Investment Management
Michigan
$26M +$4.79M +286,794 +23%
MA
20
MUFG Americas
New York
$25.9M +$435K +26,022 +2%
GAM
21
Gemmer Asset Management
California
$24.9M +$4.71M +282,066 +23%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.7M +$22.7M +1,360,332 New
Morgan Stanley
23
Morgan Stanley
New York
$22.4M +$2.22M +132,915 +11%
MAG
24
Mokosak Advisory Group
Iowa
$22.2M +$668K +39,963 +3%
Bank of America
25
Bank of America
North Carolina
$22.1M -$170M -10,206,795 -89%
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