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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 %
AIA
376
Alera Investment Advisors
Illinois
$11K +$11K +615 New
Deutsche Bank
377
Deutsche Bank
Germany
$10K -$85.1K -5,055 -89%
CMBA
378
C.M. Bidwell & Associates
Hawaii
$10K +$56 +3 +0.6%
SWA
379
Sutton Wealth Advisors
Florida
$8.87K – – –
AIA
380
Armor Investment Advisors
North Carolina
$7K – – –
RFC
381
Regions Financial Corp
Alabama
$7K – – –
EWM
382
Executive Wealth Management
Michigan
$7K +$5.3K +300 +313%
GI
383
Gradient Investments
Minnesota
$6K -$16.3K -870 -73%
ME
384
McIlrath & Eck
Washington
$6K – – –
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$4K +$2.1K +123 +111%
LWM
387
Lenox Wealth Management
Ohio
$4K +$4K +201 New
Koshinski Asset Management
388
Koshinski Asset Management
Illinois
$3.54K -$31 -1,719 -0.9%
LWM
389
Liberty Wealth Management
California
$3K – – –
LB
390
Legacy Bridge
Iowa
$3K – – –
BC
391
Barnett & Company
Tennessee
$2K – – –
MFW
392
Mosaic Family Wealth
Missouri
$2K – – –
GWMIA
393
Global Wealth Management Investment Advisory
Florida
$1K – – –
EWM
394
Elmwood Wealth Management
California
$1K – – –
SIM
395
Sonora Investment Management
Arizona
$1K – – –
JPMorgan Chase & Co
396
JPMorgan Chase & Co
New York
$1K – – –
NCM
397
Next Capital Management
New York
$1K +$1K +39 New
JFA
398
JNBA Financial Advisors
Minnesota
$1K +$1K +57 New
JPLA
399
Joseph P. Lucia & Associates
New York
$445 +$445 +74,505 New
JFGLC
400
Johnson Financial Group LLC (Colorado)
Colorado
– -$15.2M -924,432 Closed
14 15
16
17 18