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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

416 hedge funds and large institutions have $3.56B invested in Schwab US Large-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+15
Holders Change %
+3.74%
% of All Funds
9.05%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.11%
New
44
Increased
176
Reduced
125
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
G
Gainplan
Michigan
+$96.8M
2
APP
Avantax Planning Partners
Iowa
+$59.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$26M
5
Bank of America
Bank of America
North Carolina
+$17.7M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$250M
2
Goldman Sachs
Goldman Sachs
New York
-$25.6M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.72M
5
BTS
BB&T Securities
Virginia
-$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Atlas Capital Advisors
Wyoming
$641K +$93.2K +4,983 +17%
IIC
227
Integrated Investment Consultants
Michigan
$641K -$15.7K -840 -2%
LPIC
228
LeJeune Puetz Investment Counsel
Michigan
$638K – – –
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$622K +$52K +2,775 +9%
BIA
230
BHK Investment Advisors
Alabama
$611K +$56.1K +2,997 +10%
TFS
231
TrustCore Financial Services
Tennessee
$609K +$9.16K +489 +2%
FA
232
Financial Advisors
Massachusetts
$588K – – –
CHP
233
Cable Hill Partners
Oregon
$567K -$308K -16,434 -35%
LBC
234
Lowe Brockenbrough & Co
Virginia
$565K – – –
NWS
235
Newport Wealth Strategies
California
$563K -$17.9K -948 -3%
JCM
236
Jacobsen Capital Management
Utah
$556K +$556K +29,757 New
AL
237
Aspiriant LLC
California
$530K +$170K +9,096 +47%
MWA
238
Martel Wealth Advisors
Washington
$525K -$4.1M -218,979 -89%
ASN
239
Advisory Services Network
Georgia
$521K +$4.32K +231 +0.8%
HWA
240
HHM Wealth Advisors
Tennessee
$520K -$68.5K -3,660 -12%
GG
241
GenWealth Group
New Jersey
$517K +$61.6K +3,267 +14%
ZIM
242
Zacks Investment Management
Illinois
$504K +$52.4K +2,799 +12%
Goldman Sachs
243
Goldman Sachs
New York
$498K -$25.6M -1,371,153 -98%
BL
244
BCWM LLC
Kansas
$495K -$16.4K -879 -3%
AW
245
ACG Wealth
Georgia
$495K – – –
TF
246
Trek Financial
Arizona
$485K -$18.6K -996 -4%
BPWA
247
Beacon Pointe Wealth Advisors
California
$485K +$8.59K +459 +2%
SIAS
248
Shine Investment Advisory Services
Colorado
$479K -$6.18K -330 -1%
TIM
249
Tortoise Investment Management
New York
$477K +$13.5K +720 +3%
AWMG
250
Alliance Wealth Management Group
New Jersey
$467K – – –
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10
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