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SCHV

Schwab US Large-Cap Value ETF
SCHV

492 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

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

51% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 128

19% more funds holding in top 10

Funds holding in top 10: 48 → 57 (+9)

19% more funds holding

Funds holding: 415 → 492 (+77)

6% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$263M)

54.43% less ownership

Funds ownership: 241.64% → 187.21% (-54%)

Holders
492
Holders Change
+77
Holders Change %
+18.55%
% of All Funds
9.69%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.12%
New
100
Increased
193
Reduced
128
Closed
17
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$459K

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$38.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$35.7M
3
PFG
Piershale Financial Group
Illinois
+$16.7M
4
Bank of America
Bank of America
North Carolina
+$13.6M
5
MG
Mather Group
Illinois
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.15B
2
G
Gainplan
Michigan
-$87M
3
Goldman Sachs
Goldman Sachs
New York
-$34M
4
KLI
Kelman-Lazarov Inc
Tennessee
-$10.2M
5
WIA
World Investment Advisors
California
-$8.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
351
Platte River Wealth Advisors
Colorado
$289K +$286K +14,760 New
EH
352
Equitable Holdings
New York
$286K +$276K +14,265 New
TIA
353
Tiemann Investment Advisors
California
$284K +$1.74K +90 +0.6%
BO
354
BRR OpCo
Ohio
$284K +$21.2K +1,092 +8%
AIM
355
Avity Investment Management
Connecticut
$283K – – –
W
356
Wealthquest
Ohio
$282K -$49.2K -2,538 -15%
APSP
357
Asset Planning Services (Pennsylvania)
Pennsylvania
$282K – – –
TIM
358
Thompson Investment Management
Wisconsin
$278K +$10.9K +564 +4%
JWA
359
JFS Wealth Advisors
Pennsylvania
$278K +$49.4K +2,547 +22%
CAM
360
Carret Asset Management
New York
$272K – – –
IWP
361
IAG Wealth Partners
Wisconsin
$266K +$256K +13,233 New
AC
362
AlphaCore Capital
California
$266K +$257K +13,257 New
VWM
363
Venturi Wealth Management
Texas
$265K +$256K +13,200 New
CBFP
364
Cedar Brook Financial Partners
Ohio
$262K -$52K -2,682 -17%
AI
365
Atria Investments
North Carolina
$253K -$1.69M -87,429 -87%
KIA
366
KCM Investment Advisors
California
$252K +$244K +12,570 New
SWM
367
Segment Wealth Management
Texas
$249K +$1.05K +54 +0.4%
YWP
368
YorkBridge Wealth Partners
New York
$246K +$238K +12,300 New
PIMG
369
Patriot Investment Management Group
Tennessee
$238K -$930 -48 -0.4%
IF
370
IRON Financial
Illinois
$233K +$3.9K +201 +2%
PFA
371
Pathway Financial Advisors
Vermont
$232K – – –
SHJ
372
Sharkey, Howes & Javer
Colorado
$227K -$24.9K -1,287 -10%
AWM
373
Arbor Wealth Management
Florida
$223K – – –
LC
374
Landaas & Company
Wisconsin
$218K +$210K +10,860 New
PWM
375
PRW Wealth Management
Massachusetts
$217K – – –
13 14
15
16 17

SCHV Hedge Fund Activity: Q4 2019 in Review

492 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2019, worth a combined $4.45B — up 6.3% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new SCHV positions and 17 closed out — a net gain of 83 holders — while 193 added to existing stakes and 128 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $38.6M. The largest seller was Envestnet Asset Management, cutting an estimated $1.15B.

  • 492 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2019, up from 415 in Q3 2019.
  • Funds reported $4.45B of Schwab US Large-Cap Value ETF stock for Q4 2019, up 6.3% quarter-over-quarter.
  • 100 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2019 and 17 closed out, a net change of +83 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $38.6M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2019.