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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 %
FM
301
Foster & Motley
Ohio
$295K -$10.3K -543 -3%
SCM
302
SOL Capital Management
Maryland
$291K +$2.84K +150 +1%
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$286K -$885K -46,794 -76%
AWA
304
Acorn Wealth Advisors
Michigan
$286K -$2.7K -138 -0.9%
CDIA
305
Capital Directions Investment Advisors
Georgia
$285K -$37.8K -1,995 -12%
IB
306
Intrust Bank
Kansas
$285K -$16.6K -879 -6%
MFG
307
MidWestOne Financial Group
Iowa
$283K +$6.7K +354 +2%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$282K +$16.4K +867 +6%
GG
309
Gofen & Glossberg
Illinois
$279K – – –
RC
310
Roundview Capital
New Jersey
$278K – – –
CIR
311
Clear Investment Research
Georgia
$277K – – –
APA
312
American Portfolios Advisors
New York
$270K +$8.68K +459 +3%
TWA
313
TCI Wealth Advisors
Arizona
$270K -$32.9K -1,743 -11%
AIM
314
Avity Investment Management
Connecticut
$267K – – –
TIA
315
Tiemann Investment Advisors
California
$266K +$8.17K +432 +3%
APSP
316
Asset Planning Services (Pennsylvania)
Pennsylvania
$265K – – –
CAM
317
Carret Asset Management
New York
$257K – – –
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$255K -$1.53K -81 -0.6%
TIM
319
Thompson Investment Management
Wisconsin
$252K -$5.91K -312 -2%
BO
320
BRR OpCo
Ohio
$248K -$35.6K -1,881 -13%
SHJ
321
Sharkey, Howes & Javer
Colorado
$238K +$238K +12,603 New
CAG
322
Csenge Advisory Group
Florida
$237K +$3.68K +195 +2%
OC
323
Oarsman Capital
Wisconsin
$235K -$1.7K -90 -0.7%
SWM
324
Segment Wealth Management
Texas
$234K +$234K +12,348 New
CHP
325
Cable Hill Partners
Oregon
$231K -$341K -18,051 -60%
11 12
13
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