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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 %
CAG
301
Csenge Advisory Group
Florida
$415K +$163K +8,139 +65%
IAP
302
Indie Asset Partners
Indiana
$414K +$414K +20,643 New
TC
303
Tatro Capital
Kentucky
$403K +$403K +20,124 New
SW
304
SkyOak Wealth
Michigan
$398K +$398K +19,875 New
VCP
305
Vista Capital Partners
Oregon
$394K -$19.6K -981 -5%
RCM
306
Radnor Capital Management
Pennsylvania
$392K – – –
RG
307
Retirement Group
California
$389K +$389K +19,422 New
SQA
308
Simon Quick Advisors
New Jersey
$387K +$5.47K +273 +1%
EA
309
Elm Advisors
California
$385K – – –
PGFC
310
Peapack-Gladstone Financial Corp
New Jersey
$383K -$31.6K -1,578 -8%
PS
311
Portfolio Solutions
Michigan
$383K – – –
DWT
312
Dorsey & Whitney Trust
South Dakota
$382K – – –
RC
313
Rovin Capital
Arizona
$382K +$382K +19,074 New
NFG
314
Nations Financial Group
Iowa
$380K +$3.3K +165 +0.9%
TFS
315
TrustCore Financial Services
Tennessee
$379K -$111K -5,535 -23%
CA
316
Continuum Advisory
Idaho
$377K -$19.1K -954 -5%
ZIC
317
ZWJ Investment Counsel
Georgia
$377K +$377K +18,795 New
SIAS
318
Shine Investment Advisory Services
Colorado
$376K -$137K -6,855 -27%
BPWA
319
Beacon Pointe Wealth Advisors
California
$375K -$170K -8,544 -31%
FFA
320
First Foundation Advisors
California
$372K +$25.2K +1,260 +7%
SBIA
321
Sheaff Brock Investment Advisors
Indiana
$367K -$19.9K -990 -5%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$366K +$129K +6,426 +54%
FWM
323
Filbrandt Wealth Management
Wisconsin
$354K +$354K +17,670 New
SHA
324
Seneca House Advisors
Virginia
$353K -$1.8K -90 -0.5%
IWM
325
IHT Wealth Management
Illinois
$352K +$2.04K +102 +0.6%
11 12
13
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