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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 %
ACG
76
Allen Capital Group
Nebraska
$6.1M -$179K -9,783 -3%
MIAN
77
Mariner Independent Advisor Network
Kansas
$6.04M +$2.3M +125,802 +61%
CM
78
Columbus Macro
Pennsylvania
$5.94M +$186K +10,170 +3%
RWM
79
RKL Wealth Management
Pennsylvania
$5.91M +$271K +14,856 +5%
PEA
80
Pacific Edge Advisors
California
$5.87M -$550K -30,150 -9%
GWA
81
Guidant Wealth Advisors
Illinois
$5.57M +$825K +45,219 +17%
SFA
82
Sequoia Financial Advisors
Ohio
$5.52M -$1.26M -68,901 -19%
GC
83
Garde Capital
Washington
$5.25M +$247K +13,563 +5%
PGA
84
Premia Global Advisors
Florida
$5M +$5M +274,545 New
BC
85
Brio Consultants
California
$4.89M +$3.67M +201,159 +302%
NSAM
86
North Star Asset Management
Wisconsin
$4.6M -$119K -6,519 -3%
MWA
87
Martel Wealth Advisors
Washington
$4.51M +$4M +219,243 +789%
I
88
INVST
Indiana
$4.34M -$10.8M -583,401 -71%
PA
89
Prism Advisors
California
$4.34M -$529K -28,989 -11%
SWM
90
SeaCrest Wealth Management
New York
$4.26M -$231K -12,654 -5%
BWA
91
BlueSky Wealth Advisors
North Carolina
$4.18M +$14.5K +786 +0.3%
CC
92
Cassaday & Co
Virginia
$4.04M -$8.59K -471 -0.2%
EFS
93
Econ Financial Services
Pennsylvania
$4.03M +$2.59M +141,861 +179%
CCM
94
Condor Capital Management
New Jersey
$3.85M +$2.3K +126 +0.1%
MML Investors Services
95
MML Investors Services
Massachusetts
$3.77M +$1.16M +63,507 +44%
PV
96
Private Vista
Illinois
$3.74M -$2.49M -136,530 -40%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$3.74M -$367K -20,115 -9%
BCI
98
Brinker Capital Investments
Pennsylvania
$3.73M -$163K -8,913 -4%
BAM
99
Berkshire Asset Management
Pennsylvania
$3.73M +$181K +9,906 +5%
RFA
100
Reilly Financial Advisors
California
$3.69M +$1M +55,062 +37%
2 3
4
5 6