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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 %
SCM
301
SOL Capital Management
Maryland
$285K – – –
HFA
302
Hoover Financial Advisors
Pennsylvania
$285K +$3.09K +165 +1%
CIC
303
Carnegie Investment Counsel
Ohio
$284K +$2.24K +120 +0.8%
BO
304
BRR OpCo
Ohio
$280K -$18.5K -990 -6%
GG
305
Gofen & Glossberg
Illinois
$276K – – –
RC
306
Roundview Capital
New Jersey
$275K -$899 -48 -0.3%
CIR
307
Clear Investment Research
Georgia
$274K -$12.1K -648 -4%
AWA
308
Acorn Wealth Advisors
Michigan
$273K -$8.81K -477 -3%
MFG
309
MidWestOne Financial Group
Iowa
$273K +$273K +14,592 New
CFGS
310
Concourse Financial Group Securities
Alabama
$272K +$2.82K +150 +1%
AIM
311
Avity Investment Management
Connecticut
$264K – – –
WSTAM
312
Wilbanks Smith & Thomas Asset Management
Virginia
$263K +$16.8K +894 +7%
APSP
313
Asset Planning Services (Pennsylvania)
Pennsylvania
$262K – – –
APA
314
American Portfolios Advisors
New York
$259K +$77.6K +4,146 +43%
TIM
315
Thompson Investment Management
Wisconsin
$255K +$730 +39 +0.3%
TIA
316
Tiemann Investment Advisors
California
$255K +$255K +13,632 New
CAM
317
Carret Asset Management
New York
$254K – – –
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K – – –
CAM
319
Crestone Asset Management
Colorado
$247K +$247K +13,200 New
OC
320
Oarsman Capital
Wisconsin
$235K -$62.3K -3,324 -21%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$232K +$220K +11,757 +1,875%
CAG
322
Csenge Advisory Group
Florida
$231K -$50K -2,676 -18%
Millennium Management
323
Millennium Management
New York
$230K -$65.7K -3,504 -22%
RJA
324
Raymond James & Associates
Florida
$227K +$227K +12,123 New
CSIA
325
Charles Schwab Investment Advisory
California
$223K -$19.5K -1,038 -8%
11 12
13
14 15