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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 %
PFA
326
Pathway Financial Advisors
Vermont
$225K +$225K +11,460 New
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$224K -$10.2K -540 -4%
JA
328
JOYN Advisors
Georgia
$224K -$4.03K -213 -2%
PIMG
329
Patriot Investment Management Group
Tennessee
$221K +$221K +11,958 New
IF
330
IRON Financial
Illinois
$216K -$103K -5,436 -32%
RJA
331
Raymond James & Associates
Florida
$215K -$14.7K -774 -6%
SNBOSD
332
Security National Bank of So Dak
Iowa
$215K – – –
JWA
333
JFS Wealth Advisors
Pennsylvania
$214K +$8.5K +450 +4%
RWM
334
RBA Wealth Management
California
$212K -$1.48K -78 -0.7%
AWM
335
Arbor Wealth Management
Florida
$210K -$1.99K -105 -0.9%
PWM
336
PRW Wealth Management
Massachusetts
$205K – – –
MI
337
Moneywise Inc
Virginia
$176K +$963 +51 +0.6%
EK
338
Evensky & Katz
Florida
$156K +$2.72K +144 +2%
TAIM
339
TD Ameritrade Investment Management
Nebraska
$155K +$49.3K +2,610 +47%
BCA
340
Berman Capital Advisors
Georgia
$152K +$1.52K +81 +1%
FRA
341
Front Row Advisors
California
$150K -$17.2K -909 -10%
SIC
342
Salem Investment Counselors
North Carolina
$148K – – –
EIP
343
Ellis Investment Partners
Pennsylvania
$130K -$71.9K -3,873 -36%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$129K +$5.8K +306 +5%
PC
345
Permanens Capital
New York
$125K +$14.2K +750 +13%
KBFS
346
Kohmann Bosshard Financial Services
Ohio
$119K – – –
SA
347
SRH Advisors
Kansas
$115K +$283 +15 +0.2%
TCM
348
Tradewinds Capital Management
Washington
$115K +$512 +27 +0.4%
CFGS
349
Concourse Financial Group Securities
Alabama
$114K -$158K -8,400 -58%
EWM
350
Edge Wealth Management
New York
$111K -$2.53K -135 -2%
12 13
14
15 16