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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

401 hedge funds and large institutions have $3.46B invested in Schwab US Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 181 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+22
Holders Change %
+5.8%
% of All Funds
8.69%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
59
Increased
181
Reduced
117
Closed
32
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$304K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$237M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$96.4M
3
APP
Avantax Planning Partners
Iowa
+$55.6M
4
Bank of America
Bank of America
North Carolina
+$38.7M
5
Goldman Sachs
Goldman Sachs
New York
+$25.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$32.4M
2
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$15.2M
3
BlackRock
BlackRock
New York
-$13.9M
4
I
INVST
Indiana
-$10.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
251
Peapack-Gladstone Financial Corp
New Jersey
$407K +$1.1K +60 +0.3%
TWA
252
TCI Wealth Advisors
Arizona
$404K +$91K +4,983 +29%
CW
253
CreativeOne Wealth
Kansas
$399K +$399K +21,867 New
WPA
254
West Paces Advisors
Georgia
$394K – – –
LIM
255
Leavell Investment Management
Alabama
$391K +$88.5K +4,848 +29%
MWM
256
MinichMacGregor Wealth Management
New York
$383K +$383K +20,796 New
FM
257
Foster & Motley
Ohio
$376K -$40.9K -2,241 -10%
JWS
258
Juncture Wealth Strategies
Arizona
$375K +$375K +20,547 New
FCA
259
FinTrust Capital Advisors
South Carolina
$368K -$5.14K -282 -1%
SBIA
260
Sheaff Brock Investment Advisors
Indiana
$366K +$46.8K +2,565 +15%
CWM
261
Chesapeake Wealth Management
Virginia
$363K +$74.1K +4,065 +26%
MPM
262
Meritage Portfolio Management
Kansas
$360K -$2.1M -115,095 -85%
RCM
263
Radnor Capital Management
Pennsylvania
$357K – – –
VCP
264
Vista Capital Partners
Oregon
$357K +$13.8K +756 +4%
BPA
265
Beacon Pointe Advisors
California
$351K -$252K -13,734 -42%
AL
266
Aspiriant LLC
California
$351K +$82K +4,497 +30%
EA
267
Elm Advisors
California
$351K +$351K +19,230 New
PS
268
Portfolio Solutions
Michigan
$349K – – –
DWT
269
Dorsey & Whitney Trust
South Dakota
$348K +$348K +19,080 New
IAA
270
Independent Advisor Alliance
North Carolina
$343K +$102K +5,577 +42%
SG
271
StoneX Group
New York
$342K +$8.81K +483 +3%
CDIA
272
Capital Directions Investment Advisors
Georgia
$338K -$4.1K -225 -1%
BIM
273
Bridges Investment Management
Nebraska
$329K -$52.9K -2,895 -14%
BL
274
BFSG LLC
California
$327K -$13.6K -747 -4%
SHA
275
Seneca House Advisors
Virginia
$315K +$76.5K +4,188 +32%
9 10
11
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