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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

401 hedge funds and large institutions have $3.46B invested in Schwab US Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 181 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+22
Holders Change %
+5.8%
% of All Funds
8.69%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
59
Increased
181
Reduced
117
Closed
32
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$304K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$237M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$96.4M
3
APP
Avantax Planning Partners
Iowa
+$55.6M
4
Bank of America
Bank of America
North Carolina
+$38.7M
5
Goldman Sachs
Goldman Sachs
New York
+$25.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$32.4M
2
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$15.2M
3
BlackRock
BlackRock
New York
-$13.9M
4
I
INVST
Indiana
-$10.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
351
Kore Private Wealth
New York
$46K – – –
PAI
352
Pittenger & Anderson Inc
Nebraska
$44K -$5.49K -300 -11%
MAU
353
MRA Associates USA
Arizona
$42.5K – – –
CFB
354
Cullen/Frost Bankers
Texas
$38K +$38K +2,085 New
MSFP
355
Mark Sheptoff Financial Planning
Connecticut
$37K – – –
MIM
356
Macroview Investment Management
Maryland
$36K +$36K +1,983 New
FNC
357
First National Corp
Massachusetts
$32K +$1.42K +78 +5%
HDIM
358
Hanson & Doremus Investment Management
Vermont
$31K +$7.97K +441 +35%
LWANC
359
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K -$946 -51 -3%
WCM
360
WealthBridge Capital Management
Ohio
$28K +$28K +1,500 New
SWP
361
Strategic Wealth Partners
Ohio
$25K -$91.7K -4,887 -79%
LDFR
362
Lehman & Derafelo Financial Resources
Pennsylvania
$25K – – –
PFGIA
363
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$23K +1,284 New
MDCM
364
Morgan Dempsey Capital Management
Wisconsin
$22K -$85.2K -4,626 -79%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K +$21K +1,167 New
KL
366
KWMG LLC
Kansas
$20K +$20K +1,116 New
AIM
367
Anchor Investment Management
South Carolina
$19.8K – – –
VNA
368
Valley National Advisers
Pennsylvania
$16K – – –
RCA
369
Rowland Carmichael Advisors
Arizona
$16K – – –
NC
370
NewSquare Capital
Pennsylvania
$15K +$106 +6 +0.7%
LFG
371
LifePlan Financial Group
Ohio
$14K +$2.49K +141 +22%
BFC
372
Bedel Financial Consulting
Indiana
$14K +$14K +747 New
MWC
373
MBM Wealth Consultants
Missouri
$13K – – –
Citigroup
374
Citigroup
New York
$13K +$681 +36 +6%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$11K -$155K -8,811 -93%
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15
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