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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

491 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
Holders
491
Holders Change
+77
Holders Change %
+18.6%
% of All Funds
9.7%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.13%
New
100
Increased
193
Reduced
128
Closed
17
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$459K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$40M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$36.9M
3
PFG
Piershale Financial Group
Illinois
+$17.3M
4
Bank of America
Bank of America
North Carolina
+$14.1M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19B
2
G
Gainplan
Michigan
-$87M
3
Goldman Sachs
Goldman Sachs
New York
-$34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
5
KLI
Kelman-Lazarov Inc
Tennessee
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
376
Mirador Capital Partners
California
$215K -$174K -8,667 -45%
CA
377
Cambridge Advisors
Nebraska
$212K +$212K +10,557 New
RWM
378
RBA Wealth Management
California
$210K -$14.6K -729 -7%
DCM
379
Donaldson Capital Management
Indiana
$210K +$210K +10,476 New
LBC
380
Lowe Brockenbrough & Co
Virginia
$209K +$209K +10,410 New
CHP
381
Cable Hill Partners
Oregon
$206K -$38.9K -1,941 -16%
SW
382
SteelPeak Wealth
California
$202K +$202K +10,068 New
WA
383
Wealth Architects
California
$201K +$201K +10,008 New
NA
384
NewEdge Advisors
Louisiana
$200K +$200K +10,002 New
TWA
385
TCI Wealth Advisors
Arizona
$195K -$91.4K -4,560 -32%
HF
386
Halpern Financial
Virginia
$185K +$185K +9,207 New
SPIA
387
Steward Partners Investment Advisory
New York
$184K +$153K +7,641 +493%
MI
388
Moneywise Inc
Virginia
$176K -$284 -15 -0.2%
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$170K +$54.9K +2,745 +48%
TAIM
390
TD Ameritrade Investment Management
Nebraska
$166K +$1.03K +51 +0.6%
BCA
391
Berman Capital Advisors
Georgia
$164K +$2.4K +120 +1%
FRA
392
Front Row Advisors
California
$159K +$300 +15 +0.2%
SIC
393
Salem Investment Counselors
North Carolina
$157K – – –
CFGS
394
Concourse Financial Group Securities
Alabama
$149K +$27.5K +1,368 +23%
EIP
395
Ellis Investment Partners
Pennsylvania
$142K +$1.45K +72 +1%
PC
396
Permanens Capital
New York
$142K +$9.05K +450 +7%
FA
397
Fortis Advisors
Pennsylvania
$135K -$234K -11,661 -63%
LWM
398
Lenox Wealth Management
Ohio
$131K +$69.5K +3,471 +113%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$128K -$8.22K -411 -6%
KBFS
400
Kohmann Bosshard Financial Services
Ohio
$126K – – –
14 15
16
17 18