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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

414 hedge funds and large institutions have $4.18B invested in Schwab US Large-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 184 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
9.09%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
1.05%
New
27
Increased
184
Reduced
140
Closed
28
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
+$250K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.12B
2
APP
Avantax Planning Partners
Iowa
+$129M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$47M
4
Goldman Sachs
Goldman Sachs
New York
+$33.5M
5
HI
Horizon Investments
North Carolina
+$13.6M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$21.2M
2
PFG
Piershale Financial Group
Illinois
-$16.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
4
G
Gainplan
Michigan
-$10.9M
5
I
INVST
Indiana
-$8.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
226
Texas Yale Capital Corp
Florida
$702K +$30.3K +1,605 +5%
AL
227
Aspiriant LLC
California
$702K +$166K +8,781 +31%
TRCT
228
Tower Research Capital (TRC)
New York
$691K -$8.28K -438 -1%
FAM
229
Foothills Asset Management
Arizona
$675K +$8.68K +459 +1%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$671K -$438K -23,160 -40%
LPIC
231
LeJeune Puetz Investment Counsel
Michigan
$665K +$19.9K +1,050 +3%
VHAM
232
Van Hulzen Asset Management
California
$662K +$4.82K +255 +0.7%
TIM
233
Tortoise Investment Management
New York
$662K +$180K +9,510 +37%
WWM
234
WT Wealth Management
Arizona
$653K +$653K +34,563 New
NWS
235
Newport Wealth Strategies
California
$622K +$56.8K +3,000 +10%
BAMG
236
Brand Asset Management Group
Missouri
$604K -$176K -9,330 -23%
FA
237
Financial Advisors
Massachusetts
$597K +$3.18K +168 +0.5%
JCM
238
Jacobsen Capital Management
Utah
$581K +$18.7K +990 +3%
EWM
239
Empirical Wealth Management
Washington
$577K +$263K +13,920 +84%
IIC
240
Integrated Investment Consultants
Michigan
$573K -$74.6K -3,945 -12%
SWP
241
Stratos Wealth Partners
Ohio
$570K +$238K +12,588 +72%
JPMPWA
242
J.P. Morgan Private Wealth Advisors
California
$568K -$60.6K -3,201 -10%
MWM
243
MinichMacGregor Wealth Management
New York
$553K -$131K -6,957 -19%
BPA
244
Beacon Pointe Advisors
California
$547K +$115K +6,072 +27%
MWA
245
Martel Wealth Advisors
Washington
$531K +$340 +18 +0.1%
ASN
246
Advisory Services Network
Georgia
$521K – – –
WIA
247
Westbourne Investment Advisors
Maryland
$517K +$205K +10,827 +66%
BPWA
248
Beacon Pointe Wealth Advisors
California
$516K +$26.6K +1,407 +5%
NFG
249
Next Financial Group
Texas
$508K -$548K -29,004 -52%
LIM
250
Leavell Investment Management
Alabama
$486K +$71K +3,750 +17%
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