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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 %
PNC Financial Services Group
351
PNC Financial Services Group
Pennsylvania
$109K -$19.5K -1,029 -15%
IF
352
Ironwood Financial
Arizona
$108K – – –
S
353
SignatureFD
Georgia
$94K -$29.1K -1,536 -24%
MWP
354
MYCIO Wealth Partners
Pennsylvania
$92K -$1.47K -78 -2%
HI
355
Hudock Inc
Pennsylvania
$91K +$91K +4,830 New
AIA
356
Arcadia Investment Advisors
Idaho
$90.3K – – –
LWA
357
Lenox Wealth Advisors
New York
$85K – – –
AIM
358
Anchor Investment Management
South Carolina
$78.7K +$11.4K +603 +17%
IRC
359
Investors Research Corp
Georgia
$74K – – –
VCM
360
Versant Capital Management
Arizona
$65K -$5.55K -297 -8%
BCM
361
Blume Capital Management
California
$62K – – –
TL
362
TrueWealth LLC
Georgia
$61K – – –
FHA
363
First Horizon Advisors
Tennessee
$60K – – –
LWM
364
Lenox Wealth Management
Ohio
$58K +$17.4K +924 +43%
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$57K – – –
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K – – –
PMFA
367
Plante Moran Financial Advisors
Michigan
$52K – – –
NIC
368
Northwest Investment Counselors
Oregon
$47K +$47K +2,484 New
PAI
369
Pittenger & Anderson Inc
Nebraska
$45K – – –
MAU
370
MRA Associates USA
Arizona
$44.1K – – –
HDIM
371
Hanson & Doremus Investment Management
Vermont
$44K +$11.4K +603 +35%
CFB
372
Cullen/Frost Bankers
Texas
$40K +$40K +2,115 New
MSFP
373
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
PO
374
Private Ocean
California
$37K +$36.6K +1,890 +9,000%
QCMC
375
Quantum Capital Management (California)
California
$35K +$35K +1,875 New
13 14
15
16 17