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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 %
BIM
276
Bridges Investment Management
Nebraska
$340K +$2.81K +150 +0.8%
FA
277
Fortis Advisors
Pennsylvania
$334K +$130K +6,939 +64%
AWM
278
Avior Wealth Management
Nebraska
$329K +$21.4K +1,146 +7%
SWP
279
Stratos Wealth Partners
Ohio
$329K +$61.9K +3,306 +23%
FCA
280
FinTrust Capital Advisors
South Carolina
$325K -$52.8K -2,820 -14%
BL
281
BFSG LLC
California
$320K -$15.3K -816 -5%
CDIA
282
Capital Directions Investment Advisors
Georgia
$319K -$28K -1,494 -8%
HT
283
Heritage Trust
Oklahoma
$318K +$318K +17,001 New
FI
284
FormulaFolio Investments
Michigan
$318K +$318K +17,013 New
RIA
285
Regal Investment Advisors
Michigan
$315K +$12K +639 +4%
FFA
286
First Foundation Advisors
California
$314K – – –
EWM
287
Empirical Wealth Management
Washington
$311K +$11.5K +612 +4%
WIA
288
Westbourne Investment Advisors
Maryland
$309K +$7.59K +405 +3%
IF
289
IRON Financial
Illinois
$308K – – –
NFG
290
Nations Financial Group
Iowa
$308K – – –
LFG
291
Larson Financial Group
Missouri
$303K +$32.9K +1,755 +12%
FM
292
Foster & Motley
Ohio
$302K -$84.3K -4,500 -22%
APG
293
Abacus Planning Group
South Carolina
$302K +$7.58K +405 +3%
TWA
294
TCI Wealth Advisors
Arizona
$300K -$114K -6,093 -28%
JFGLC
295
Johnson Financial Group LLC (Colorado)
Colorado
$299K +$299K +15,999 New
IB
296
Intrust Bank
Kansas
$298K +$26K +1,389 +10%
Renaissance Technologies
297
Renaissance Technologies
New York
$298K +$298K +15,900 New
PA
298
Parallel Advisors
California
$297K +$172K +9,204 +138%
SFG
299
StrategIQ Financial Group
Indiana
$294K +$294K +15,723 New
PFA
300
Pinnacle Family Advisors
Missouri
$286K +$286K +15,276 New
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