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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 %
PP
76
PrairieView Partners
Minnesota
$6.83M -$37.1K -1,980 -0.5%
FAAS
77
First Allied Advisory Services
California
$6.68M -$152K -8,100 -2%
JIP
78
JBJ Investment Partners
South Carolina
$6.61M -$1.98M -105,897 -23%
SFA
79
Sequoia Financial Advisors
Ohio
$6.34M +$680K +36,318 +12%
RWM
80
RKL Wealth Management
Pennsylvania
$5.97M -$94K -5,022 -2%
ACG
81
Allen Capital Group
Nebraska
$5.97M -$289K -15,465 -5%
CM
82
Columbus Macro
Pennsylvania
$5.84M -$253K -13,518 -4%
PEA
83
Pacific Edge Advisors
California
$5.71M -$304K -16,260 -5%
GG
84
Greenwood Gearhart
Arkansas
$5.65M +$5.4M +288,666 +2,192%
GWA
85
Guidant Wealth Advisors
Illinois
$5.58M -$131K -6,981 -2%
LFAS
86
Level Four Advisory Services
Texas
$5.07M +$2.07M +110,085 +69%
BC
87
Brio Consultants
California
$5.03M +$23.3K +1,245 +0.5%
GC
88
Garde Capital
Washington
$4.99M -$397K -21,210 -7%
PRS
89
Pinkerton Retirement Specialists
Idaho
$4.98M +$1.92M +102,798 +63%
MGIA
90
Moneta Group Investment Advisors
Missouri
$4.48M +$2.09M +111,870 +88%
PA
91
Prism Advisors
California
$4.42M -$33.1K -1,767 -0.7%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$4.37M +$622K +33,252 +17%
EFS
93
Econ Financial Services
Pennsylvania
$4.31M +$170K +9,093 +4%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$4.31M +$477K +25,515 +12%
NSAM
95
North Star Asset Management
Wisconsin
$4.3M -$415K -22,176 -9%
RA
96
Riversedge Advisors
Delaware
$4.16M +$4.16M +231,264 New
CC
97
Cassaday & Co
Virginia
$4.14M – – –
CCM
98
Condor Capital Management
New Jersey
$4.03M +$84K +4,491 +2%
RFA
99
Reilly Financial Advisors
California
$3.99M +$203K +10,866 +5%
BWA
100
BlueSky Wealth Advisors
North Carolina
$3.91M -$319K -17,037 -8%
2 3
4
5 6