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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 %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$21.2M -$226K -11,280 -1%
GSIS
27
Global Strategic Investment Solutions
Arizona
$21.2M -$527K -26,298 -2%
UBS Group
28
UBS Group
Switzerland
$20.3M +$610K +30,444 +3%
BlackRock
29
BlackRock
New York
$20.1M -$2.15M -107,403 -10%
HI
30
Horizon Investments
North Carolina
$19.6M +$5.2M +259,335 +36%
BA
31
Ballast Advisors
Minnesota
$19.3M +$19.3M +964,770 New
MAG
32
Mokosak Advisory Group
Iowa
$17.5M +$1.01M +50,502 +6%
KLI
33
Kelman-Lazarov Inc
Tennessee
$17.5M -$10.5M -524,724 -38%
PFG
34
Piershale Financial Group
Illinois
$17.3M +$17.3M +864,135 New
GWS
35
Glassman Wealth Services
Virginia
$16.6M +$122K +6,087 +0.7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.3M +$2.12M +105,741 +15%
PP
37
PagnatoKarp Partners
Virginia
$16.2M +$253K +12,600 +2%
JWM
38
Janiczek Wealth Management
Colorado
$15.1M -$934K -46,599 -6%
SAM
39
Summit Asset Management
Tennessee
$14.8M -$118K -5,880 -0.8%
MFGP
40
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.7M +$619K +30,870 +4%
NFG
41
Nadler Financial Group
Illinois
$14.4M +$749K +37,374 +5%
ACA
42
Affinity Capital Advisors
California
$14.1M +$14.1M +702,309 New
SWRP
43
Summit Wealth & Retirement Planning
California
$14M +$323K +16,119 +2%
TPW
44
Tiller Private Wealth
Pennsylvania
$13.8M -$156K -7,776 -1%
HSA
45
HBK Sorce Advisory
Pennsylvania
$13.4M -$129K -6,420 -1%
GIA
46
GHP Investment Advisors
Colorado
$13.4M +$477K +23,823 +4%
FFN
47
Focus Financial Network
Minnesota
$13.3M +$1.54M +76,773 +13%
CGFA
48
Colton Groome Financial Advisors
North Carolina
$12.8M +$1.35M +67,542 +12%
RRWA
49
Rainey & Randall Wealth Advisors
Florida
$12.7M +$46.1K +2,298 +0.4%
GIA
50
Gladstone Institutional Advisory
Florida
$12.4M +$280K +13,959 +2%
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