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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 %
OPS
426
Orion Portfolio Solutions
Nebraska
$48K +$48K +2,409 New
Citigroup
427
Citigroup
New York
$47K +$17.9K +900 +61%
HDIM
428
Hanson & Doremus Investment Management
Vermont
$46K – – –
CFB
429
Cullen/Frost Bankers
Texas
$43K +$423 +21 +1%
MSFP
430
Mark Sheptoff Financial Planning
Connecticut
$41K – – –
William Blair & Company
431
William Blair & Company
Illinois
$41K +$35.3K +1,746 +619%
HWA
432
HCR Wealth Advisors
California
$40K +$40K +2,001 New
PO
433
Private Ocean
California
$39K – – –
QCMC
434
Quantum Capital Management (California)
California
$38K – – –
CCP
435
Clarkston Capital Partners
Michigan
$38K +$1.28K +63 +3%
MWP
436
Meridian Wealth Partners
Pennsylvania
$38K +$38K +1,881 New
SSWG
437
Seven Springs Wealth Group
Tennessee
$32K +$32K +1,590 New
MF
438
Manchester Financial
California
$28K +$28K +1,407 New
MDCM
439
Morgan Dempsey Capital Management
Wisconsin
$24K – – –
QCG
440
Quadrant Capital Group
Ohio
$24K +$24K +1,230 New
LDFR
441
Lehman & Derafelo Financial Resources
Pennsylvania
$23K – – –
CIAS
442
CBIZ Investment Advisory Services
Ohio
$23K – – –
CFG
443
Capstone Financial Group
Oklahoma
$23K +$23K +1,128 New
CIA
444
Cascade Investment Advisors
Oregon
$22.8K – – –
ACA
445
Aptus Capital Advisors
Alabama
$22K – – –
HWM
446
Howard Wealth Management
Connecticut
$21K +$21K +1,086 New
CWA
447
Carolina Wealth Advisors
South Carolina
$20K +$20K +981 New
SCA
448
Stuart Chaussee & Associates
California
$20K +$20K +999 New
FA
449
Faithward Advisors
Pennsylvania
$18K +$18K +900 New
RCA
450
Rowland Carmichael Advisors
Arizona
$17K – – –
16 17
18
19 20