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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 %
GIA
51
Gladstone Institutional Advisory
Florida
$11.2M +$1.2M +63,939 +12%
HA
52
Harborview Advisors
Maine
$11.2M +$395K +21,135 +4%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$11.1M -$3.23M -172,797 -23%
AG
54
Appleton Group
Wisconsin
$10.9M +$242K +12,912 +2%
DP
55
Denver PWM
Colorado
$10.6M -$14.7K -807 -0.1%
CGFA
56
Colton Groome Financial Advisors
North Carolina
$10.3M +$10.3M +551,718 New
AIP
57
Almanack Investment Partners
Pennsylvania
$10M -$78.2K -4,149 -0.8%
ECML
58
Eagle Capital Management (Louisiana)
Louisiana
$10M +$2.17M +115,740 +28%
FFN
59
Focus Financial Network
Minnesota
$10M +$601K +31,893 +6%
MML Investors Services
60
MML Investors Services
Massachusetts
$9.27M +$5.4M +288,363 +139%
FWP
61
FAS Wealth Partners
Kansas
$9.23M +$574K +30,660 +7%
Morgan Stanley
62
Morgan Stanley
New York
$9.08M -$14.1M -756,051 -61%
TWP
63
Total Wealth Planning
Ohio
$8.89M +$516K +27,579 +6%
MIAN
64
Mariner Independent Advisor Network
Kansas
$8.85M +$2.65M +141,531 +43%
OWM
65
Opes Wealth Management
California
$8.78M -$28.1K -1,500 -0.3%
CAN
66
Cetera Advisor Networks
California
$8.67M -$1.84M -98,475 -18%
SWA
67
Stratos Wealth Advisors
Ohio
$8.55M +$5.37M +287,148 +169%
Jane Street
68
Jane Street
New York
$8.51M +$7.59M +405,768 +825%
GBBWRPM
69
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8.38M +$18.9K +1,011 +0.2%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$8.02M +$1.8K +96 +0%
HighTower Advisors
71
HighTower Advisors
Illinois
$7.77M +$419K +22,383 +6%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$7.52M -$2.55M -136,164 -25%
AA
73
Advisory Alpha
Michigan
$7.16M +$265K +14,058 +4%
CG
74
Colony Group
Massachusetts
$6.92M +$3.4M +181,815 +97%
PMG
75
ProVise Management Group
Florida
$6.83M +$499K +26,688 +8%
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