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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 %
William Blair & Company
401
William Blair & Company
Illinois
$5K -$1.33K -75 -21%
Deutsche Bank
402
Deutsche Bank
Germany
$4K -$2.24K -126 -36%
GI
403
Gradient Investments
Minnesota
$3K – – –
LB
404
Legacy Bridge
Iowa
$3K – – –
QCMNJ
405
Quantum Capital Management (New Jersey)
New Jersey
$3K +$3K +180 New
AAP
406
Arax Advisory Partners
Colorado
$3K +$3K +183 New
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$2K -$1.9K -117 -49%
BC
408
Barnett & Company
Tennessee
$2K – – –
NC
409
NewSquare Capital
Pennsylvania
$1K -$27.2K -816 -96%
SIM
410
Sonora Investment Management
Arizona
$1K – – –
JFA
411
JNBA Financial Advisors
Minnesota
$1K – – –
EWM
412
Elmwood Wealth Management
California
$1K – – –
GWMIA
413
Global Wealth Management Investment Advisory
Florida
$1K – – –
FCH
414
Freestone Capital Holdings
Washington
$219 +$219 +11,580 New
PFG
415
Piershale Financial Group
Illinois
– -$16.9M -900,588 Closed
Jane Street
416
Jane Street
New York
– -$8.51M -454,962 Closed
PRS
417
Pinkerton Retirement Specialists
Idaho
– -$4.98M -265,932 Closed
LBC
418
Lowe Brockenbrough & Co
Virginia
– -$565K -30,210 Closed
BL
419
BCWM LLC
Kansas
– -$495K -26,454 Closed
HT
420
Heritage Trust
Oklahoma
– -$318K -17,001 Closed
JFGLC
421
Johnson Financial Group LLC (Colorado)
Colorado
– -$299K -15,999 Closed
PFA
422
Pinnacle Family Advisors
Missouri
– -$286K -15,276 Closed
CAM
423
Crestone Asset Management
Colorado
– -$247K -13,200 Closed
Millennium Management
424
Millennium Management
New York
– -$230K -12,270 Closed
CSIA
425
Charles Schwab Investment Advisory
California
– -$223K -11,898 Closed
14 15 16
17
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