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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 %
BIA
276
Bigelow Investment Advisors
Maine
$516K +$33.8K +1,689 +7%
HWA
277
HHM Wealth Advisors
Tennessee
$508K -$5.17K -258 -1%
BL
278
BCWM LLC
Kansas
$505K +$505K +25,191 New
AW
279
ACG Wealth
Georgia
$503K +$301 +15 +0.1%
TCM
280
Towercrest Capital Management
Pennsylvania
$499K -$1.81K -90 -0.4%
AWMG
281
Alliance Wealth Management Group
New Jersey
$498K -$1.8K -90 -0.4%
SWM
282
Southern Wealth Management
Texas
$482K +$482K +24,057 New
JWCA
283
J.W. Cole Advisors
Florida
$475K +$475K +23,718 New
MIAS
284
Mason Investment Advisory Services
Virginia
$472K – – –
GRP
285
Global Retirement Partners
California
$468K -$1.86K -93 -0.4%
JCM
286
Jacobsen Capital Management
Utah
$467K -$149K -7,422 -24%
PSUF
287
People's United Financial
Connecticut
$461K -$16.1K -804 -3%
SFM
288
Signet Financial Management
New Jersey
$458K +$3.97K +198 +0.9%
ZIM
289
Zacks Investment Management
Illinois
$456K -$54.7K -2,727 -11%
TF
290
Trek Financial
Arizona
$445K -$27.4K -1,371 -6%
SG
291
StoneX Group
New York
$444K +$76.3K +3,807 +21%
FI
292
FormulaFolio Investments
Michigan
$441K +$77.5K +3,867 +21%
AWM
293
Avior Wealth Management
Nebraska
$438K +$60 +3 +0%
LIM
294
Leavell Investment Management
Alabama
$436K -$78.1K -3,900 -15%
AWM
295
Aprio Wealth Management
Georgia
$435K +$435K +21,702 New
WPA
296
West Paces Advisors
Georgia
$433K – – –
WPW
297
Waldron Private Wealth
Pennsylvania
$431K – – –
LF
298
LifeSteps Financial
California
$427K +$427K +21,333 New
HFA
299
Hoover Financial Advisors
Pennsylvania
$423K +$107K +5,322 +34%
JPLA
300
Joseph P. Lucia & Associates
New York
$422K -$45.5K -2,271 -10%
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12
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