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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 %
HA
51
Harborview Advisors
Maine
$10.5M +$288K +15,774 +3%
NFG
52
Nadler Financial Group
Illinois
$10.5M -$142K -7,776 -1%
AG
53
Appleton Group
Wisconsin
$10.4M +$10.4M +571,734 New
CAN
54
Cetera Advisor Networks
California
$10.2M +$1.64M +90,144 +19%
BTS
55
BB&T Securities
Virginia
$9.83M +$8.68M +475,875 +760%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$9.81M +$881K +48,276 +10%
GIA
57
Gladstone Institutional Advisory
Florida
$9.78M +$9.78M +535,974 New
AIP
58
Almanack Investment Partners
Pennsylvania
$9.77M +$2.07M +113,259 +27%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$9.72M – – –
FFN
60
Focus Financial Network
Minnesota
$9.1M +$9.1M +498,801 New
OWM
61
Opes Wealth Management
California
$8.58M +$8.58M +470,436 New
FWP
62
FAS Wealth Partners
Kansas
$8.44M +$1.18M +64,686 +16%
JIP
63
JBJ Investment Partners
South Carolina
$8.37M +$8.37M +458,883 New
TWP
64
Total Wealth Planning
Ohio
$8.17M +$724K +39,666 +10%
GBBWRPM
65
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8.15M -$701K -38,412 -8%
NDSI
66
Newman Dignan & Sheerar Inc
Rhode Island
$7.89M -$201K -11,025 -2%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$7.81M +$333K +18,240 +4%
ECML
68
Eagle Capital Management (Louisiana)
Louisiana
$7.64M -$87.4K -4,791 -1%
HighTower Advisors
69
HighTower Advisors
Illinois
$7.17M +$441K +24,168 +7%
PCM
70
Peak Capital Management
Colorado
$6.83M -$3.84M -210,216 -36%
PFG
71
Piershale Financial Group
Illinois
$6.72M +$6.72M +368,283 New
AA
72
Advisory Alpha
Michigan
$6.71M +$863K +47,013 +15%
PP
73
PrairieView Partners
Minnesota
$6.69M +$49.2K +2,694 +0.7%
FAAS
74
First Allied Advisory Services
California
$6.67M +$313K +17,145 +5%
PMG
75
ProVise Management Group
Florida
$6.18M +$890K +48,801 +17%
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