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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 %
SFG
51
Sage Financial Group
Pennsylvania
$12.3M +$86.1K +4,296 +0.7%
CAN
52
Cetera Advisor Networks
California
$12.2M +$2.46M +122,961 +25%
AIP
53
Almanack Investment Partners
Pennsylvania
$11.5M +$457K +22,800 +4%
HA
54
Harborview Advisors
Maine
$11.5M -$282K -14,094 -2%
DP
55
Denver PWM
Colorado
$11.4M -$459K -22,797 -4%
AWM
56
Argent Wealth Management
Massachusetts
$11.1M +$11.1M +554,340 New
Morgan Stanley
57
Morgan Stanley
New York
$10.9M +$2.41M +120,456 +28%
AG
58
Appleton Group
Wisconsin
$10.9M -$228K -11,394 -2%
I
59
INVST
Indiana
$10.8M +$6.85M +342,018 +175%
FWP
60
FAS Wealth Partners
Kansas
$10.7M +$433K +21,618 +4%
PCIA
61
Prime Capital Investment Advisors
Kansas
$10.5M -$7.37M -367,866 -41%
TWP
62
Total Wealth Planning
Ohio
$9.94M +$70.8K +3,534 +0.7%
LJAC
63
L.J. Altfest & Co
New York
$9.63M -$285K -14,199 -3%
SWA
64
Stratos Wealth Advisors
Ohio
$9.32M +$372K +18,549 +4%
AA
65
Advisory Alpha
Michigan
$9.22M +$344K +17,097 +4%
HighTower Advisors
66
HighTower Advisors
Illinois
$9.22M +$228K +11,364 +3%
XF
67
XML Financial
Maryland
$9.07M +$9.07M +452,406 New
OCM
68
One Capital Management
California
$9.03M -$2.5M -124,734 -22%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$9M -$142K -7,086 -2%
OWM
70
Opes Wealth Management
California
$8.99M -$320K -15,990 -3%
ECML
71
Eagle Capital Management (Louisiana)
Louisiana
$8.91M -$1.88M -93,585 -17%
PMG
72
ProVise Management Group
Florida
$8.34M +$712K +35,553 +9%
MFT
73
Moisand Fitzgerald Tamayo
Florida
$8.04M -$363K -18,096 -4%
MWM
74
Merriman Wealth Management
Washington
$7.87M -$156K -7,761 -2%
PP
75
PrairieView Partners
Minnesota
$7.56M -$635K -31,710 -8%
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