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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 %
CGFA
51
Colton Groome Financial Advisors
North Carolina
$11.2M +$364K +18,600 +3%
FFN
52
Focus Financial Network
Minnesota
$11.1M +$1.06M +56,160 +11%
HA
53
Harborview Advisors
Maine
$11.1M -$186K -9,861 -2%
DP
54
Denver PWM
Colorado
$11.1M +$126K +6,681 +1%
OCM
55
One Capital Management
California
$10.9M -$712K -37,644 -6%
AG
56
Appleton Group
Wisconsin
$10.5M -$569K -30,078 -5%
AIP
57
Almanack Investment Partners
Pennsylvania
$10.4M +$353K +18,654 +4%
ECML
58
Eagle Capital Management (Louisiana)
Louisiana
$10.2M +$70.1K +3,708 +0.7%
FWP
59
FAS Wealth Partners
Kansas
$9.71M +$387K +20,439 +4%
LJAC
60
L.J. Altfest & Co
New York
$9.35M -$3.38M -178,716 -27%
TWP
61
Total Wealth Planning
Ohio
$9.31M +$325K +17,169 +4%
CAN
62
Cetera Advisor Networks
California
$9.15M +$395K +20,862 +5%
WIA
63
World Investment Advisors
California
$8.81M +$8.81M +465,720 New
OWM
64
Opes Wealth Management
California
$8.78M -$86.3K -4,563 -1%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$8.63M +$1.03M +54,696 +14%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.48M +$637K +33,726 +8%
SWA
67
Stratos Wealth Advisors
Ohio
$8.44M -$199K -10,527 -2%
GBBWRPM
68
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8.28M -$186K -9,813 -2%
NDSI
69
Newman Dignan & Sheerar Inc
Rhode Island
$8.19M -$2.78K -147 -0%
AA
70
Advisory Alpha
Michigan
$8.11M +$1.14M +61,875 +16%
Morgan Stanley
71
Morgan Stanley
New York
$8.03M -$1.15M -60,687 -13%
MFT
72
Moisand Fitzgerald Tamayo
Florida
$7.93M -$174K -9,201 -2%
PP
73
PrairieView Partners
Minnesota
$7.73M +$836K +44,193 +12%
MWM
74
Merriman Wealth Management
Washington
$7.57M -$203K -10,713 -3%
MIAN
75
Mariner Independent Advisor Network
Kansas
$7.48M -$1.4M -74,640 -16%
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