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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

416 hedge funds and large institutions have $3.56B invested in Schwab US Large-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+15
Holders Change %
+3.74%
% of All Funds
9.05%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.11%
New
44
Increased
176
Reduced
125
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
G
Gainplan
Michigan
+$96.8M
2
APP
Avantax Planning Partners
Iowa
+$59.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.5M
4
OIA
OneDigital Investment Advisors
Kansas
+$26M
5
Bank of America
Bank of America
North Carolina
+$17.7M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$250M
2
Goldman Sachs
Goldman Sachs
New York
-$25.6M
3
Morgan Stanley
Morgan Stanley
New York
-$14.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.72M
5
BTS
BB&T Securities
Virginia
-$9.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
26
Foster Victor Wealth Advisors
South Carolina
$18.1M -$1.04M -55,050 -5%
PFG
27
Piershale Financial Group
Illinois
$16.9M +$9.96M +532,305 +145%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$16.8M +$762K +40,710 +5%
GSIS
29
Global Strategic Investment Solutions
Arizona
$16.1M +$873K +46,635 +6%
JWM
30
Janiczek Wealth Management
Colorado
$15.3M +$903K +48,249 +6%
MAG
31
Mokosak Advisory Group
Iowa
$15.2M -$43.8K -2,343 -0.3%
PP
32
PagnatoKarp Partners
Virginia
$14.9M -$68.2K -3,618 -0.5%
Ameriprise
33
Ameriprise
Minnesota
$14.6M +$2.11M +113,397 +17%
GWS
34
Glassman Wealth Services
Virginia
$14.5M -$102K -5,439 -0.7%
SAM
35
Summit Asset Management
Tennessee
$13.7M +$233K +12,459 +2%
UBS Group
36
UBS Group
Switzerland
$13.1M -$122K -6,501 -0.9%
PCIA
37
Prime Capital Investment Advisors
Kansas
$13.1M +$13.1M +697,509 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$13M -$9.72M – –
MFGP
39
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13M +$1.03M +54,858 +9%
TPW
40
Tiller Private Wealth
Pennsylvania
$12.9M -$57.8K -3,090 -0.4%
VV
41
Valentine Ventures
Oregon
$12.9M -$95.8K -5,121 -0.7%
HSA
42
HBK Sorce Advisory
Pennsylvania
$12.7M -$153K -8,190 -1%
LJAC
43
L.J. Altfest & Co
New York
$12.6M -$1.77M -94,593 -12%
I
44
INVST
Indiana
$12.6M +$8.13M +431,121 +183%
SWRP
45
Summit Wealth & Retirement Planning
California
$12.6M +$84.4K +4,509 +0.7%
NFG
46
Nadler Financial Group
Illinois
$12.2M +$1.43M +76,167 +13%
SFG
47
Sage Financial Group
Pennsylvania
$12M +$175K +9,372 +1%
GIA
48
GHP Investment Advisors
Colorado
$11.8M +$201K +10,725 +2%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$11.8M +$55.5K +2,967 +0.5%
OCM
50
One Capital Management
California
$11.5M -$227K -12,105 -2%
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