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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

401 hedge funds and large institutions have $3.46B invested in Schwab US Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 181 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+22
Holders Change %
+5.8%
% of All Funds
8.69%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
59
Increased
181
Reduced
117
Closed
32
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$304K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$237M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$96.4M
3
APP
Avantax Planning Partners
Iowa
+$55.6M
4
Bank of America
Bank of America
North Carolina
+$38.7M
5
Goldman Sachs
Goldman Sachs
New York
+$25.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$32.4M
2
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$15.2M
3
BlackRock
BlackRock
New York
-$13.9M
4
I
INVST
Indiana
-$10.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
26
Foster Victor Wealth Advisors
South Carolina
$18.5M -$1.18M -64,779 -6%
RCIM
27
Red Cedar Investment Management
Michigan
$18.3M -$660K -35,313 -3%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$15.7M +$15.7M +857,847 New
MAG
29
Mokosak Advisory Group
Iowa
$14.9M +$303K +16,599 +2%
GSIS
30
Global Strategic Investment Solutions
Arizona
$14.9M +$5.21M +285,423 +54%
PP
31
PagnatoKarp Partners
Virginia
$14.5M -$1.33M -72,756 -8%
GWS
32
Glassman Wealth Services
Virginia
$14.2M -$1.73M -94,638 -11%
JWM
33
Janiczek Wealth Management
Colorado
$14.1M +$1.88M +103,131 +15%
LJAC
34
L.J. Altfest & Co
New York
$14M +$8.01M +438,777 +133%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$14M -$1.05M -57,387 -7%
SAM
36
Summit Asset Management
Tennessee
$13.2M +$163K +8,913 +1%
UBS Group
37
UBS Group
Switzerland
$12.9M -$32.4M -1,774,353 -71%
TPW
38
Tiller Private Wealth
Pennsylvania
$12.7M +$903K +49,464 +8%
VV
39
Valentine Ventures
Oregon
$12.6M +$4.71M +258,000 +59%
HSA
40
HBK Sorce Advisory
Pennsylvania
$12.5M -$2.85M -156,267 -19%
Ameriprise
41
Ameriprise
Minnesota
$12.2M +$2.43M +133,428 +25%
SWRP
42
Summit Wealth & Retirement Planning
California
$12.2M -$441K -24,162 -3%
MFGP
43
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.6M +$385K +21,090 +3%
SFG
44
Sage Financial Group
Pennsylvania
$11.6M +$376K +20,586 +3%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$11.5M +$537K +29,433 +5%
OCM
46
One Capital Management
California
$11.4M -$957K -52,422 -8%
GIA
47
GHP Investment Advisors
Colorado
$11.3M +$786K +43,080 +7%
AI
48
Atria Investments
North Carolina
$10.9M -$3.48M -190,902 -24%
DP
49
Denver PWM
Colorado
$10.8M +$243K +13,074 +2%
LYV
50
Live Your Vision
Pennsylvania
$10.7M -$3.79M -201,927 -26%
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