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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

414 hedge funds and large institutions have $4.18B invested in Schwab US Large-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 184 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
9.09%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
1.05%
New
27
Increased
184
Reduced
140
Closed
28
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
+$250K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.12B
2
APP
Avantax Planning Partners
Iowa
+$129M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$47M
4
Goldman Sachs
Goldman Sachs
New York
+$33.5M
5
HI
Horizon Investments
North Carolina
+$13.6M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$21.2M
2
PFG
Piershale Financial Group
Illinois
-$16.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13M
4
G
Gainplan
Michigan
-$10.9M
5
I
INVST
Indiana
-$8.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$21M -$1.25M -66,321 -6%
RCIM
27
Red Cedar Investment Management
Michigan
$20.7M +$1.22M +64,296 +6%
GSIS
28
Global Strategic Investment Solutions
Arizona
$20.5M +$4.2M +222,204 +26%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$20.3M +$3.26M +172,422 +19%
Wells Fargo
30
Wells Fargo
California
$20M -$1.39M -73,500 -7%
FVWA
31
Foster Victor Wealth Advisors
South Carolina
$19.7M +$1.94M +104,556 +11%
UBS Group
32
UBS Group
Switzerland
$18.6M +$5.31M +281,016 +40%
PCIA
33
Prime Capital Investment Advisors
Kansas
$16.9M +$3.72M +196,755 +28%
MAG
34
Mokosak Advisory Group
Iowa
$15.6M +$210K +11,085 +1%
GWS
35
Glassman Wealth Services
Virginia
$15.5M +$922K +48,750 +6%
JWM
36
Janiczek Wealth Management
Colorado
$15.2M -$343K -18,159 -2%
PP
37
PagnatoKarp Partners
Virginia
$15M +$104K +5,502 +0.7%
SAM
38
Summit Asset Management
Tennessee
$14.1M +$168K +8,877 +1%
HI
39
Horizon Investments
North Carolina
$13.6M +$13.6M +720,216 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$13.4M +$2.11M +111,750 +19%
MFGP
41
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.3M +$197K +10,407 +2%
TPW
42
Tiller Private Wealth
Pennsylvania
$13.2M +$108K +5,700 +0.8%
SWRP
43
Summit Wealth & Retirement Planning
California
$13M +$262K +13,872 +2%
NFG
44
Nadler Financial Group
Illinois
$12.9M +$571K +30,186 +5%
HSA
45
HBK Sorce Advisory
Pennsylvania
$12.7M -$80.4K -4,251 -0.6%
VV
46
Valentine Ventures
Oregon
$12.7M -$350K -18,507 -3%
GIA
47
GHP Investment Advisors
Colorado
$12.1M +$186K +9,843 +2%
RRWA
48
Rainey & Randall Wealth Advisors
Florida
$12M +$22.2K +1,176 +0.2%
SFG
49
Sage Financial Group
Pennsylvania
$11.5M -$686K -36,300 -6%
GIA
50
Gladstone Institutional Advisory
Florida
$11.5M +$130K +6,873 +1%
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