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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 %
HWA
251
HHM Wealth Advisors
Tennessee
$484K -$41.1K -2,175 -8%
SIAS
252
Shine Investment Advisory Services
Colorado
$484K +$510 +27 +0.1%
ZIM
253
Zacks Investment Management
Illinois
$481K -$27.4K -1,452 -5%
AW
254
ACG Wealth
Georgia
$474K -$25.7K -1,359 -5%
AWMG
255
Alliance Wealth Management Group
New Jersey
$472K – – –
TCM
256
Towercrest Capital Management
Pennsylvania
$472K – – –
TFS
257
TrustCore Financial Services
Tennessee
$462K -$153K -8,082 -25%
BIA
258
Bigelow Investment Advisors
Maine
$455K +$42.4K +2,244 +10%
PSUF
259
People's United Financial
Connecticut
$450K -$5.51K -291 -1%
TF
260
Trek Financial
Arizona
$446K -$44.1K -2,331 -9%
MIAS
261
Mason Investment Advisory Services
Virginia
$445K – – –
GRP
262
Global Retirement Partners
California
$443K -$1.47K -78 -0.3%
SFM
263
Signet Financial Management
New Jersey
$443K +$443K +22,650 New
JPLA
264
Joseph P. Lucia & Associates
New York
$442K -$25.4K -1,344 -5%
SFS
265
Sowell Financial Services
Arkansas
$438K +$438K +23,166 New
CWM
266
Chesapeake Wealth Management
Virginia
$435K +$32.9K +1,740 +8%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$418K -$40.8K -2,157 -9%
AWM
268
Avior Wealth Management
Nebraska
$413K +$80.7K +4,275 +24%
WPA
269
West Paces Advisors
Georgia
$408K – – –
WPW
270
Waldron Private Wealth
Pennsylvania
$407K +$407K +21,555 New
SFG
271
SNS Financial Group
Minnesota
$404K -$36K -1,902 -8%
RIA
272
Regal Investment Advisors
Michigan
$399K +$81.4K +4,308 +26%
VCP
273
Vista Capital Partners
Oregon
$391K -$20.8K -1,098 -5%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$391K -$2.49K -132 -0.6%
RCM
275
Radnor Capital Management
Pennsylvania
$370K – – –
9 10
11
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