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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.07B +$62.9M +3,171,690 +3%
APP
2
Avantax Planning Partners
Iowa
$375M -$27.8M -1,402,359 -7%
MG
3
Mather Group
Illinois
$251M +$38.9M +1,962,060 +18%
Osaic Holdings
4
Osaic Holdings
Arizona
$228M +$16.8M +845,508 +8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$195M +$10M +491,316 +5%
Betterment LLC
6
Betterment LLC
New York
$154M +$865K +43,587 +0.6%
Mariner
7
Mariner
Kansas
$117M +$33.9M +1,708,044 +41%
SEI Investments
8
SEI Investments
Pennsylvania
$90.6M +$5.21M +262,419 +6%
UCFA
9
United Capital Financial Advisors
Texas
$78.5M -$2.63M -132,582 -3%
KF
10
Krilogy Financial
Missouri
$71.4M +$712K +35,892 +1%
FWP
11
FAS Wealth Partners
Kansas
$59.1M +$3.85M +194,211 +7%
OIA
12
OneDigital Investment Advisors
Kansas
$53.5M +$7.93M +399,516 +17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$50.8M +$3.39M +170,850 +7%
RA
14
Reby Advisors
Connecticut
$47.2M +$47.2M +2,378,601 New
Ameriprise
15
Ameriprise
Minnesota
$46.9M -$7.91M -398,433 -14%
LPL Financial
16
LPL Financial
California
$45.4M -$3.51M -176,892 -7%
FCI
17
Financial Counselors Inc
Kansas
$40.8M +$772K +38,892 +2%
MMEA
18
Main Management ETF Advisors
California
$35.6M -$95.8K -4,830 -0.3%
SAF
19
Smith Anglin Financial
Texas
$33.3M +$33.3M +1,678,860 New
KAS
20
Kestra Advisory Services
Texas
$31.3M +$23.1M +1,173,801 +283%
MA
21
MUFG Americas
New York
$31M -$106K -5,319 -0.3%
Morgan Stanley
22
Morgan Stanley
New York
$30.1M +$4.22M +212,796 +16%
GAM
23
Gemmer Asset Management
California
$29.2M -$541K -27,282 -2%
MAG
24
Mokosak Advisory Group
Iowa
$28.7M +$1.48M +74,349 +5%
GG
25
GenWealth Group
New Jersey
$27.3M +$2.08M +105,048 +8%
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