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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

416 hedge funds and large institutions have $3.56B invested in Schwab US Large-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+15
Holders Change %
+3.74%
% of All Funds
9.05%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.11%
New
44
Increased
176
Reduced
125
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
G
Gainplan
Michigan
+$96.8M
2
APP
Avantax Planning Partners
Iowa
+$59.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$26M
5
Bank of America
Bank of America
North Carolina
+$17.7M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$250M
2
Goldman Sachs
Goldman Sachs
New York
-$25.6M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.72M
5
BTS
BB&T Securities
Virginia
-$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
401
Liberty Wealth Management
California
$5K +$1.3K +75 +35%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
DWM
403
Doyle Wealth Management
Florida
$4K +$4K +207 New
GI
404
Gradient Investments
Minnesota
$3K -$3.06K -162 -50%
LB
405
Legacy Bridge
Iowa
$3K – – –
EWM
406
Executive Wealth Management
Michigan
$2K -$6.25K -300 -76%
BC
407
Barnett & Company
Tennessee
$2K – – –
GWMIA
408
Global Wealth Management Investment Advisory
Florida
$1K – – –
SIM
409
Sonora Investment Management
Arizona
$1K – – –
JFA
410
JNBA Financial Advisors
Minnesota
$1K – – –
EWM
411
Elmwood Wealth Management
California
$1K – – –
NCM
412
Next Capital Management
New York
$1K – – –
PFO
413
Pathstone Family Office
New Jersey
$1K +$1K +57 New
MWM
414
Meridian Wealth Management
Kentucky
$773 +$773 +4,131 New
PCM
415
Peak Capital Management
Colorado
– -$6.83M -374,355 Closed
VAS
416
Valicenti Advisory Services
New York
– -$2.41M -132,264 Closed
SS
417
Simplicity Solutions
Minnesota
– -$2.05M -112,404 Closed
PFM
418
Phillips Financial Management
Indiana
– -$589K -31,905 Closed
SF
419
Summit Financial
New Jersey
– -$411K -22,530 Closed
CW
420
CreativeOne Wealth
Kansas
– -$399K -21,867 Closed
IAA
421
Independent Advisor Alliance
North Carolina
– -$343K -18,804 Closed
SWM
422
Segment Wealth Management
Texas
– -$284K -15,549 Closed
Fisher Asset Management
423
Fisher Asset Management
Washington
– -$271K -14,868 Closed
VF
424
Virtu Financial
New York
– -$264K -14,466 Closed
CA
425
Calton & Associates
Florida
– -$245K -13,410 Closed
14 15 16
17
18