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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 %
TCM
251
Towercrest Capital Management
Pennsylvania
$466K – – –
JPLA
252
Joseph P. Lucia & Associates
New York
$462K -$932K -49,812 -67%
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$459K +$459K +24,534 New
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$454K -$90.4K -4,833 -17%
PSUF
255
People's United Financial
Connecticut
$451K +$20.1K +1,074 +5%
MIAS
256
Mason Investment Advisory Services
Virginia
$440K – – –
GRP
257
Global Retirement Partners
California
$440K -$34K -1,815 -7%
SFG
258
SNS Financial Group
Minnesota
$435K +$435K +23,256 New
BPA
259
Beacon Pointe Advisors
California
$427K +$70.6K +3,783 +20%
CA
260
Continuum Advisory
Idaho
$425K -$27K -1,431 -6%
W
261
Wealthquest
Ohio
$416K -$65.3K -3,492 -14%
LIM
262
Leavell Investment Management
Alabama
$413K +$9.33K +495 +2%
BIA
263
Bigelow Investment Advisors
Maine
$409K -$41.7K -2,226 -9%
VCP
264
Vista Capital Partners
Oregon
$407K +$40.6K +2,169 +11%
WPA
265
West Paces Advisors
Georgia
$404K – – –
CWM
266
Chesapeake Wealth Management
Virginia
$398K +$25.3K +1,350 +7%
SBIA
267
Sheaff Brock Investment Advisors
Indiana
$397K +$22.4K +1,200 +6%
PGFC
268
Peapack-Gladstone Financial Corp
New Jersey
$390K -$27.4K -1,461 -7%
SHA
269
Seneca House Advisors
Virginia
$387K +$62.4K +3,315 +19%
MCP
270
Mirador Capital Partners
California
$369K +$105K +5,595 +40%
RCM
271
Radnor Capital Management
Pennsylvania
$366K – – –
EA
272
Elm Advisors
California
$360K – – –
PS
273
Portfolio Solutions
Michigan
$358K – – –
DWT
274
Dorsey & Whitney Trust
South Dakota
$357K – – –
SG
275
StoneX Group
New York
$345K -$8.08K -429 -2%
9 10
11
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