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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 %
IF
276
IRON Financial
Illinois
$308K +$2.19K +120 +0.7%
FFA
277
First Foundation Advisors
California
$306K -$1.82M -100,083 -86%
NFG
278
Nations Financial Group
Iowa
$301K -$493 -27 -0.2%
AWM
279
Avior Wealth Management
Nebraska
$300K -$19.4K -1,065 -6%
RIA
280
Regal Investment Advisors
Michigan
$295K -$87.7K -4,806 -23%
WIA
281
Westbourne Investment Advisors
Maryland
$294K +$9.26K +507 +3%
EWM
282
Empirical Wealth Management
Washington
$292K -$14.5K -795 -5%
BO
283
BRR OpCo
Ohio
$292K +$23.9K +1,308 +9%
OC
284
Oarsman Capital
Wisconsin
$289K -$619K -33,966 -68%
Millennium Management
285
Millennium Management
New York
$288K +$288K +15,774 New
APG
286
Abacus Planning Group
South Carolina
$287K +$109 +6 +0%
AWA
287
Acorn Wealth Advisors
Michigan
$285K -$14.3K -765 -5%
SWM
288
Segment Wealth Management
Texas
$284K -$83.8K -4,590 -23%
CIR
289
Clear Investment Research
Georgia
$279K -$875 -48 -0.3%
SCM
290
SOL Capital Management
Maryland
$278K +$3.83K +210 +1%
HFA
291
Hoover Financial Advisors
Pennsylvania
$275K +$10.9K +597 +4%
CIC
292
Carnegie Investment Counsel
Ohio
$275K +$275K +15,078 New
CAG
293
Csenge Advisory Group
Florida
$274K +$4.37K +240 +2%
Fisher Asset Management
294
Fisher Asset Management
Washington
$271K +$271K +14,868 New
RC
295
Roundview Capital
New Jersey
$269K -$34.2K -1,872 -11%
GG
296
Gofen & Glossberg
Illinois
$269K – – –
IB
297
Intrust Bank
Kansas
$266K – – –
VF
298
Virtu Financial
New York
$264K +$264K +14,466 New
LFG
299
Larson Financial Group
Missouri
$263K -$10.2K -558 -4%
CFGS
300
Concourse Financial Group Securities
Alabama
$261K -$63.2K -3,462 -19%
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