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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 %
MFG
326
MidWestOne Financial Group
Iowa
$351K +$51.7K +2,580 +17%
BIM
327
Bridges Investment Management
Nebraska
$350K -$15.3K -765 -4%
WPIC
328
White Pine Investment Company
Michigan
$343K +$343K +17,094 New
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$337K -$107K -5,313 -24%
PWA
330
Physician Wealth Advisors
Utah
$337K -$5.43K -270 -2%
SCM
331
SOL Capital Management
Maryland
$332K +$23.7K +1,185 +8%
SFG
332
SNS Financial Group
Minnesota
$331K -$97.5K -4,860 -23%
CIC
333
Carnegie Investment Counsel
Ohio
$327K +$2.58K +129 +0.8%
FCA
334
FinTrust Capital Advisors
South Carolina
$321K -$12.2K -606 -4%
SNBOSD
335
Security National Bank of So Dak
Iowa
$319K +$90.5K +4,509 +40%
LFG
336
Larson Financial Group
Missouri
$313K -$961 -48 -0.3%
IB
337
Intrust Bank
Kansas
$313K +$10.8K +537 +4%
APG
338
Abacus Planning Group
South Carolina
$312K -$23.8K -1,188 -7%
FM
339
Foster & Motley
Ohio
$311K -$1.5K -75 -0.5%
APA
340
American Portfolios Advisors
New York
$304K +$17.6K +876 +6%
JHCP
341
Jackson Hole Capital Partners
Oklahoma
$303K – – –
CDIA
342
Capital Directions Investment Advisors
Georgia
$302K – – –
OC
343
Oarsman Capital
Wisconsin
$297K +$47.5K +2,370 +19%
RJA
344
Raymond James & Associates
Florida
$297K +$69.7K +3,483 +31%
GG
345
Gofen & Glossberg
Illinois
$296K – – –
AWA
346
Acorn Wealth Advisors
Michigan
$295K +$2.99K +150 +1%
IAN
347
Integrated Advisors Network
Texas
$295K +$295K +14,739 New
RC
348
Roundview Capital
New Jersey
$294K – – –
CIR
349
Clear Investment Research
Georgia
$294K – – –
WSTAM
350
Wilbanks Smith & Thomas Asset Management
Virginia
$292K -$7.11K -354 -2%
12 13
14
15 16