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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 %
BFPW
251
BOK Financial Private Wealth
Colorado
$744K -$74.2K -3,702 -9%
BAM
252
Baldrige Asset Management
Pennsylvania
$742K -$1.92K -96 -0.3%
FAM
253
Foothills Asset Management
Arizona
$738K +$22.5K +1,125 +3%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
WIA
255
Westbourne Investment Advisors
Maryland
$719K +$172K +8,568 +31%
TIM
256
Tortoise Investment Management
New York
$702K – – –
NFG
257
Next Financial Group
Texas
$702K +$163K +8,157 +30%
BPA
258
Beacon Pointe Advisors
California
$698K +$116K +5,787 +20%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$689K -$22.3K -1,110 -3%
IIC
260
Integrated Investment Consultants
Michigan
$688K +$81K +4,041 +13%
NWS
261
Newport Wealth Strategies
California
$684K +$28.6K +1,437 +4%
FA
262
Financial Advisors
Massachusetts
$650K +$17.5K +873 +3%
VHAM
263
Van Hulzen Asset Management
California
$646K -$55.6K -2,775 -8%
BAMG
264
Brand Asset Management Group
Missouri
$638K -$2.65K -132 -0.4%
MWM
265
MinichMacGregor Wealth Management
New York
$636K +$50K +2,499 +9%
MSWMA
266
Market Street Wealth Management Advisors
Indiana
$635K -$296K -14,751 -32%
EWM
267
Empirical Wealth Management
Washington
$612K – – –
SFS
268
Sowell Financial Services
Arkansas
$599K +$134K +6,705 +29%
SWP
269
Stratos Wealth Partners
Ohio
$598K -$5.83K -291 -1%
MPM
270
Meritage Portfolio Management
Kansas
$592K -$170K -8,502 -22%
SDWMA
271
Schneider Downs Wealth Management Advisors
Pennsylvania
$572K +$302K +15,051 +112%
RIA
272
Regal Investment Advisors
Michigan
$571K +$148K +7,386 +35%
BL
273
BFSG LLC
California
$569K +$236K +11,760 +71%
MWA
274
Martel Wealth Advisors
Washington
$555K -$7.09K -354 -1%
PA
275
Parallel Advisors
California
$541K +$217K +10,827 +67%
9 10
11
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