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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 %
TCM
351
Tradewinds Capital Management
Washington
$113K – – –
PC
352
Permanens Capital
New York
$110K +$22.5K +1,200 +26%
IF
353
Ironwood Financial
Arizona
$107K – – –
TAIM
354
TD Ameritrade Investment Management
Nebraska
$105K +$20.7K +1,104 +25%
MWP
355
MYCIO Wealth Partners
Pennsylvania
$93K +$93K +4,968 New
AIA
356
Arcadia Investment Advisors
Idaho
$89.4K -$43.1K -2,301 -33%
LWA
357
Lenox Wealth Advisors
New York
$84K +$84K +4,494 New
HWA
358
Heritage Wealth Advisors
Virginia
$77.6K +$77.6K +4,149 New
MWM
359
Merriman Wealth Management
Washington
$77.5K +$64.8K +343,878 +512%
IRC
360
Investors Research Corp
Georgia
$73K +$224 +12 +0.3%
VCM
361
Versant Capital Management
Arizona
$70K -$2.11K -114 -3%
AIM
362
Anchor Investment Management
South Carolina
$66.6K +$46.3K +2,475 +228%
BCM
363
Blume Capital Management
California
$62K -$13.3K -708 -18%
TL
364
TrueWealth LLC
Georgia
$60K – – –
FHA
365
First Horizon Advisors
Tennessee
$60K +$11.1K +594 +23%
EFSCE
366
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
LWANC
367
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K +$23.9K +1,287 +82%
PMFA
368
Plante Moran Financial Advisors
Michigan
$52K – – –
Citigroup
369
Citigroup
New York
$46K +$33.1K +1,758 +256%
ACP
370
Arcus Capital Partners
Georgia
$46K +$46K +2,469 New
PAI
371
Pittenger & Anderson Inc
Nebraska
$45K – – –
MAU
372
MRA Associates USA
Arizona
$43.9K – – –
LWM
373
Lenox Wealth Management
Ohio
$40K +$36.3K +1,950 +970%
MSFP
374
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
SFG
375
SevenBridge Financial Group
Pennsylvania
$38K +$38K +2,046 New
13 14
15
16 17