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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 %
LFG
451
LifePlan Financial Group
Ohio
$17K +$180 +9 +1%
FCM
452
Firestone Capital Management
Florida
$17K +$17K +840 New
BFC
453
Bedel Financial Consulting
Indiana
$15K +$176 +9 +1%
AA
454
Ancora Advisors
Ohio
$15K +$15K +738 New
MWC
455
MBM Wealth Consultants
Missouri
$14K – – –
PA
456
Procyon Advisors
Connecticut
$14K +$14K +675 New
CMBA
457
C.M. Bidwell & Associates
Hawaii
$11K +$181 +9 +2%
CTC
458
Central Trust Company
Missouri
$11K +$11K +537 New
CAAS
459
Capital Asset Advisory Services
Michigan
$11K +$11K +546 New
TAM
460
Townsend Asset Management
North Carolina
$10K +$10K +489 New
SWA
461
Sutton Wealth Advisors
Florida
$9.74K – – –
Rockefeller Capital Management
462
Rockefeller Capital Management
New York
$9K -$2.62K -129 -23%
BAM
463
Barrett Asset Management
New York
$9K – – –
CMA
464
Cedar Mountain Advisors
Oregon
$9K +$9K +450 New
NDSI
465
Newman Dignan & Sheerar Inc
Rhode Island
$8.74K +$68 +3,369 +0.8%
VNA
466
Valley National Advisers
Pennsylvania
$8K – – –
DTIM
467
Danda Trouve Investment Management
Kansas
$8K +$8K +414 New
AF
468
Allworth Financial
California
$7K – – –
AIA
469
Armor Investment Advisors
North Carolina
$7K – – –
ME
470
McIlrath & Eck
Washington
$7K – – –
PIP
471
Peachtree Investment Partners
Florida
$7K +$7K +327 New
LWM
472
Liberty Wealth Management
California
$6K +$121 +6 +2%
Simplex Trading
473
Simplex Trading
Illinois
$6K +$6K +300 New
EWM
474
EPG Wealth Management
Georgia
$6K +$6K +324 New
HIA
475
Harbor Investment Advisory
Maryland
$5K +$5K +225 New
17 18
19
20 21