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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 %
SA
401
SRH Advisors
Kansas
$123K +$662 +33 +0.5%
TCM
402
Tradewinds Capital Management
Washington
$123K +$1.38K +69 +1%
AIM
403
Anchor Investment Management
South Carolina
$101K +$17.5K +873 +21%
S
404
SignatureFD
Georgia
$100K +$481 +24 +0.5%
EK
405
Evensky & Katz
Florida
$98K -$66.7K -3,348 -41%
MWP
406
MYCIO Wealth Partners
Pennsylvania
$98K – – –
LWA
407
Lenox Wealth Advisors
New York
$91K +$1.26K +63 +1%
FHA
408
First Horizon Advisors
Tennessee
$90K +$26.4K +1,326 +41%
HI
409
Hudock Inc
Pennsylvania
$79K -$17.1K -861 -18%
AIA
410
Arcadia Investment Advisors
Idaho
$78.9K -$16.8K -837 -18%
IRC
411
Investors Research Corp
Georgia
$78K – – –
LWANC
412
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K +$11.8K +585 +21%
VCM
413
Versant Capital Management
Arizona
$67K -$2.58K -129 -4%
BCM
414
Blume Capital Management
California
$66K – – –
TL
415
TrueWealth LLC
Georgia
$65K – – –
Chevy Chase Trust
416
Chevy Chase Trust
Maryland
$65K +$65K +3,204 New
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
JPMorgan Chase & Co
418
JPMorgan Chase & Co
New York
$55K +$46.1K +2,307 +516%
EWM
419
Edge Wealth Management
New York
$53K -$66.3K -3,291 -56%
IF
420
Ironwood Financial
Arizona
$52K -$61.7K -3,102 -54%
PMFA
421
Plante Moran Financial Advisors
Michigan
$52K -$3.05K -153 -6%
DI
422
Disciplined Investments
Oklahoma
$51K +$51K +2,520 New
SL
423
Savior LLC
Massachusetts
$51K +$51K +2,529 New
KPW
424
Kore Private Wealth
New York
$51K +$51K +2,547 New
PAI
425
Pittenger & Anderson Inc
Nebraska
$48K – – –
15 16
17
18 19