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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 %
SWP
301
Stratos Wealth Partners
Ohio
$260K +$260K +14,259 New
MCP
302
Mirador Capital Partners
California
$258K +$4.81K +264 +2%
AIM
303
Avity Investment Management
Connecticut
$257K – – –
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$255K – – –
TIM
305
Thompson Investment Management
Wisconsin
$248K -$2.03K -111 -0.8%
CAM
306
Carret Asset Management
New York
$248K – – –
SDWMA
307
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$12.4K +681 +5%
CA
308
Calton & Associates
Florida
$245K +$245K +13,410 New
AIM
309
Aspen Investment Management
Michigan
$241K – – –
WSTAM
310
Wilbanks Smith & Thomas Asset Management
Virginia
$240K -$14.9K -816 -6%
GG
311
Greenwood Gearhart
Arkansas
$240K +$240K +13,167 New
CSIA
312
Charles Schwab Investment Advisory
California
$236K +$236K +12,936 New
AWM
313
Arbor Wealth Management
Florida
$228K +$5.47K +300 +2%
JA
314
JOYN Advisors
Georgia
$220K – – –
CBFP
315
Cedar Brook Financial Partners
Ohio
$219K +$219K +12,012 New
TRCT
316
Tower Research Capital (TRC)
New York
$213K +$212K +11,580 +14,846%
SNBOSD
317
Security National Bank of So Dak
Iowa
$208K +$208K +11,388 New
CPIG
318
Chicago Partners Investment Group
Illinois
$204K +$204K +10,923 New
ACM
319
AlphaStar Capital Management
North Carolina
$204K +$204K +11,205 New
PIMG
320
Patriot Investment Management Group
Tennessee
$201K +$201K +11,043 New
FA
321
Fortis Advisors
Pennsylvania
$199K -$2.62K -144 -1%
PWM
322
PRW Wealth Management
Massachusetts
$198K – – –
SQA
323
Simon Quick Advisors
New Jersey
$195K +$195K +10,668 New
APA
324
American Portfolios Advisors
New York
$177K +$163K +8,940 +1,178%
MI
325
Moneywise Inc
Virginia
$174K +$174K +9,876 New
11 12
13
14 15