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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 %
CCP
376
Clarkston Capital Partners
Michigan
$34K +$34K +1,809 New
SPIA
377
Steward Partners Investment Advisory
New York
$29K – – –
AIC
378
Ameritas Investment Company
Nebraska
$29K +$29K +1,527 New
Citigroup
379
Citigroup
New York
$28K -$18.7K -978 -40%
MDCM
380
Morgan Dempsey Capital Management
Wisconsin
$23K – – –
CIA
381
Cascade Investment Advisors
Oregon
$21.6K -$3.4K -180 -14%
LDFR
382
Lehman & Derafelo Financial Resources
Pennsylvania
$21K -$4.07K -219 -16%
ACA
383
Aptus Capital Advisors
Alabama
$21K +$21K +1,116 New
RCA
384
Rowland Carmichael Advisors
Arizona
$16K – – –
LFG
385
LifePlan Financial Group
Ohio
$16K +$228 +12 +1%
SB
386
Strategic Blueprint
Georgia
$15K +$15K +789 New
BFC
387
Bedel Financial Consulting
Indiana
$14K +$167 +9 +1%
MWC
388
MBM Wealth Consultants
Missouri
$13K – – –
UBS AM
389
UBS AM
Illinois
$12.5K – – –
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
$11K +$2.53K +132 +30%
CMBA
391
C.M. Bidwell & Associates
Hawaii
$10K +$56 +3 +0.6%
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$10K +$10K +504 New
SWA
393
Sutton Wealth Advisors
Florida
$9.19K – – –
BAM
394
Barrett Asset Management
New York
$9K +$9K +450 New
JPMorgan Chase & Co
395
JPMorgan Chase & Co
New York
$8K -$9.02K -504 -53%
VNA
396
Valley National Advisers
Pennsylvania
$7K -$855 -48 -11%
AF
397
Allworth Financial
California
$7K – – –
AIA
398
Armor Investment Advisors
North Carolina
$7K – – –
ME
399
McIlrath & Eck
Washington
$6K – – –
LWM
400
Liberty Wealth Management
California
$6K +$62 +3 +1%
14 15
16
17 18