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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

491 hedge funds and large institutions have $4.45B invested in Schwab US Large-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 128 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+77
Holders Change %
+18.6%
% of All Funds
9.7%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.13%
New
100
Increased
193
Reduced
128
Closed
17
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$459K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$40M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$36.9M
3
PFG
Piershale Financial Group
Illinois
+$17.3M
4
Bank of America
Bank of America
North Carolina
+$14.1M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19B
2
G
Gainplan
Michigan
-$87M
3
Goldman Sachs
Goldman Sachs
New York
-$34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
5
KLI
Kelman-Lazarov Inc
Tennessee
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$923K +$190K +9,483 +26%
3C
227
361 Capital
Colorado
$914K +$129K +6,441 +16%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$913K +$22.2K +1,110 +2%
VWA
229
Visionary Wealth Advisors
Illinois
$909K +$909K +45,360 New
CCA
230
Clearwater Capital Advisors
Illinois
$903K -$457K -22,821 -34%
GCA
231
Gradient Capital Advisors
California
$895K -$3.55K -177 -0.4%
PFA
232
Pure Financial Advisors
California
$887K -$68.3K -3,411 -7%
LF
233
Lantz Financial
Illinois
$879K – – –
US Bancorp
234
US Bancorp
Minnesota
$874K -$39.1K -1,953 -4%
TYCC
235
Texas Yale Capital Corp
Florida
$865K +$121K +6,060 +16%
BAC
236
Boys Arnold & Co
North Carolina
$858K – – –
WCM
237
Whitener Capital Management
North Carolina
$822K +$35.6K +1,779 +5%
WWM
238
WT Wealth Management
Arizona
$817K +$125K +6,246 +18%
VFA
239
Valeo Financial Advisors
Indiana
$815K – – –
CWP
240
Capital Wealth Planning
Florida
$788K +$8.84K +441 +1%
LPIC
241
LeJeune Puetz Investment Counsel
Michigan
$788K +$84.1K +4,200 +12%
ASN
242
Advisory Services Network
Georgia
$784K +$226K +11,286 +41%
JPMPWA
243
J.P. Morgan Private Wealth Advisors
California
$783K +$181K +9,036 +30%
SW
244
SlateStone Wealth
Florida
$778K +$778K +38,826 New
NL
245
NWAM LLC
Washington
$773K – – –
AFAS
246
Acorn Financial Advisory Services
Virginia
$772K +$772K +38,418 New
BAM
247
Belpointe Asset Management
Nevada
$762K -$29.3K -1,464 -4%
SWPG
248
Strategic Wealth Partners Group
Illinois
$762K +$762K +38,001 New
AA
249
Alesco Advisors
New York
$751K -$9.86K -492 -1%
CAG
250
Curtis Advisory Group
California
$750K +$750K +37,407 New
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