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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.76B -$22.9M -1,315,506 -1%
APP
2
Avantax Planning Partners
Iowa
$353M +$56.7M +3,259,938 +19%
MG
3
Mather Group
Illinois
$186M +$27.9M +1,605,150 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$185M +$78.9M +4,534,026 +74%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$165M +$4.25M +233,745 +3%
Betterment LLC
6
Betterment LLC
New York
$134M +$2.88M +165,639 +2%
SEI Investments
7
SEI Investments
Pennsylvania
$74.9M +$4.57M +262,770 +7%
Mariner
8
Mariner
Kansas
$73.1M +$1.24M +71,175 +2%
UCFA
9
United Capital Financial Advisors
Texas
$71.1M -$4.21M -241,743 -6%
KF
10
Krilogy Financial
Missouri
$62M +$2.61M +150,018 +4%
FWP
11
FAS Wealth Partners
Kansas
$48.5M +$866K +49,782 +2%
Ameriprise
12
Ameriprise
Minnesota
$47.9M +$16.6M +958,422 +53%
LPL Financial
13
LPL Financial
California
$42.9M -$1.32M -76,095 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$41.5M +$3.94M +226,548 +10%
OIA
15
OneDigital Investment Advisors
Kansas
$39.9M +$6.28M +361,242 +19%
FCI
16
Financial Counselors Inc
Kansas
$35M +$877K +50,397 +3%
MMEA
17
Main Management ETF Advisors
California
$31.3M -$973K -55,920 -3%
MA
18
MUFG Americas
New York
$27.2M +$230K +13,227 +0.9%
GAM
19
Gemmer Asset Management
California
$26M +$120K +6,885 +0.5%
MAG
20
Mokosak Advisory Group
Iowa
$23.9M +$750K +43,143 +3%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.7M +$21.6K +1,242 +0.1%
GG
22
GenWealth Group
New Jersey
$22.7M +$10.6M +594,225 +88%
Morgan Stanley
23
Morgan Stanley
New York
$22.7M -$659K -37,863 -3%
PW
24
Price Wealth
Texas
$22.2M +$562K +32,292 +3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$21.4M -$460K -26,451 -2%
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