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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 %
SQA
326
Simon Quick Advisors
New Jersey
$221K +$21.3K +1,140 +11%
JA
327
JOYN Advisors
Georgia
$218K – – –
SNBOSD
328
Security National Bank of So Dak
Iowa
$213K – – –
RWM
329
RBA Wealth Management
California
$211K +$211K +11,292 New
AWM
330
Arbor Wealth Management
Florida
$210K -$24.1K -1,287 -10%
CBFP
331
Cedar Brook Financial Partners
Ohio
$207K -$18K -963 -8%
CPIG
332
Chicago Partners Investment Group
Illinois
$207K +$1.41K +75 +0.7%
JWA
333
JFS Wealth Advisors
Pennsylvania
$204K +$91K +4,851 +80%
EIP
334
Ellis Investment Partners
Pennsylvania
$204K +$204K +10,872 New
PWM
335
PRW Wealth Management
Massachusetts
$203K – – –
YWP
336
YorkBridge Wealth Partners
New York
$191K +$101K +5,400 +113%
KCPG
337
Kavar Capital Partners Group
Kansas
$183K +$183K +9,780 New
MF
338
Manchester Financial
California
$177K +$177K +9,477 New
MI
339
Moneywise Inc
Virginia
$173K -$11.3K -606 -6%
FRA
340
Front Row Advisors
California
$166K – – –
EK
341
Evensky & Katz
Florida
$152K +$674 +36 +0.4%
BCA
342
Berman Capital Advisors
Georgia
$149K – – –
SIC
343
Salem Investment Counselors
North Carolina
$146K +$146K +7,815 New
PNC Financial Services Group
344
PNC Financial Services Group
Pennsylvania
$127K +$39.4K +2,103 +45%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$122K -$15.6K -834 -11%
S
346
SignatureFD
Georgia
$122K – – –
DWM
347
Destination Wealth Management
California
$119K +$119K +6,357 New
KBFS
348
Kohmann Bosshard Financial Services
Ohio
$117K +$117K +6,267 New
SA
349
SRH Advisors
Kansas
$114K – – –
EWM
350
Edge Wealth Management
New York
$113K -$2.58K -138 -2%
12 13
14
15 16