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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 %
CA
276
Continuum Advisory
Idaho
$368K -$51.4K -2,763 -12%
MCP
277
Mirador Capital Partners
California
$367K -$6.53K -345 -2%
SBIA
278
Sheaff Brock Investment Advisors
Indiana
$365K -$36.9K -1,950 -9%
EA
279
Elm Advisors
California
$364K – – –
PS
280
Portfolio Solutions
Michigan
$362K – – –
DWT
281
Dorsey & Whitney Trust
South Dakota
$361K – – –
NFG
282
Nations Financial Group
Iowa
$360K +$44.9K +2,346 +14%
SQA
283
Simon Quick Advisors
New Jersey
$360K +$137K +7,248 +61%
FA
284
Fortis Advisors
Pennsylvania
$348K +$9.99K +528 +3%
SG
285
StoneX Group
New York
$347K +$567 +30 +0.2%
BIM
286
Bridges Investment Management
Nebraska
$345K +$1.42K +75 +0.4%
FI
287
FormulaFolio Investments
Michigan
$343K +$21.2K +1,122 +7%
SHA
288
Seneca House Advisors
Virginia
$335K -$54.3K -2,868 -14%
PWA
289
Physician Wealth Advisors
Utah
$335K +$335K +17,040 New
IWM
290
IHT Wealth Management
Illinois
$330K +$330K +17,475 New
FFA
291
First Foundation Advisors
California
$328K +$9.94K +525 +3%
APG
292
Abacus Planning Group
South Carolina
$317K +$12.1K +642 +4%
BL
293
BFSG LLC
California
$315K -$8.46K -447 -3%
W
294
Wealthquest
Ohio
$314K -$106K -5,613 -25%
FCA
295
FinTrust Capital Advisors
South Carolina
$314K -$14.4K -759 -4%
CIC
296
Carnegie Investment Counsel
Ohio
$307K +$19.2K +1,014 +7%
PA
297
Parallel Advisors
California
$305K +$5.16K +273 +2%
HFA
298
Hoover Financial Advisors
Pennsylvania
$298K +$10.2K +540 +4%
CBFP
299
Cedar Brook Financial Partners
Ohio
$298K +$89K +4,704 +43%
LFG
300
Larson Financial Group
Missouri
$297K -$9.37K -495 -3%
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