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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 %
QCMNJ
476
Quantum Capital Management (New Jersey)
New Jersey
$4K – – –
AAP
477
Arax Advisory Partners
Colorado
$4K – – –
SC
478
Stratford Consulting
Texas
$4K +$4K +189 New
GI
479
Gradient Investments
Minnesota
$3K – – –
LB
480
Legacy Bridge
Iowa
$3K – – –
BAM
481
Bellevue Asset Management
Washington
$3K +$3K +153 New
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
GWMIA
483
Global Wealth Management Investment Advisory
Florida
$2K – – –
BC
484
Barnett & Company
Tennessee
$2K +$56 +3 +3%
CCMW
485
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2K +75 New
SW
486
SVB Wealth
Massachusetts
$2K +$2K +81 New
CI
487
Cordant Inc
Oregon
$2K +$2K +93 New
WQ
488
Wealth Quarterback
New Jersey
$1.15K +$1.15K +170,493 New
PGAM
489
Princeton Global Asset Management
New Jersey
$1.07K +$62 +3,081 +6%
NC
490
NewSquare Capital
Pennsylvania
$1K -$111 -3 -10%
SIM
491
Sonora Investment Management
Arizona
$1K – – –
JFA
492
JNBA Financial Advisors
Minnesota
$1K – – –
G
493
Gainplan
Michigan
– -$87M -4,598,172 Closed
Goldman Sachs
494
Goldman Sachs
New York
– -$34M -1,800,000 Closed
WIA
495
World Investment Advisors
California
– -$8.81M -465,720 Closed
MCIA
496
Mountain Capital Investment Advisors
Colorado
– -$7.39M -390,579 Closed
BP
497
BBR Partners
New York
– -$2.07M -109,590 Closed
WA
498
WESPAC Advisors
California
– -$1.36M -71,718 Closed
Manulife (Manufacturers Life Insurance)
499
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.23M -65,118 Closed
BIA
500
BHK Investment Advisors
Alabama
– -$816K -43,134 Closed
17 18 19
20
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