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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 %
MCIA
76
Mountain Capital Investment Advisors
Colorado
$7.39M +$4.31M +227,700 +140%
PMG
77
ProVise Management Group
Florida
$7.2M +$295K +15,573 +4%
SFA
78
Sequoia Financial Advisors
Ohio
$6.73M +$324K +17,139 +5%
CG
79
Colony Group
Massachusetts
$6.7M -$290K -15,321 -4%
JIP
80
JBJ Investment Partners
South Carolina
$6.68M – – –
FAAS
81
First Allied Advisory Services
California
$6.48M -$277K -14,655 -4%
GG
82
Greenwood Gearhart
Arkansas
$6.22M +$510K +26,991 +9%
GWA
83
Guidant Wealth Advisors
Illinois
$6.02M +$378K +19,983 +7%
RWM
84
RKL Wealth Management
Pennsylvania
$5.88M -$157K -8,301 -3%
PEA
85
Pacific Edge Advisors
California
$5.81M +$37.4K +1,980 +0.6%
MML Investors Services
86
MML Investors Services
Massachusetts
$5.81M -$3.55M -187,905 -38%
CM
87
Columbus Macro
Pennsylvania
$5.62M -$285K -15,063 -5%
GC
88
Garde Capital
Washington
$5.24M +$194K +10,257 +4%
LFAS
89
Level Four Advisory Services
Texas
$5.09M -$21.8K -1,155 -0.4%
BC
90
Brio Consultants
California
$5M -$92.4K -4,887 -2%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$4.53M +$170K +8,964 +4%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$4.48M +$55.5K +2,934 +1%
MGIA
93
Moneta Group Investment Advisors
Missouri
$4.39M -$139K -7,356 -3%
BWA
94
BlueSky Wealth Advisors
North Carolina
$4.36M +$517K +28,143 +13%
CC
95
Cassaday & Co
Virginia
$4.19M – – –
RA
96
Riversedge Advisors
Delaware
$4.16M – – –
CCM
97
Condor Capital Management
New Jersey
$4.12M +$46.7K +2,472 +1%
RFA
98
Reilly Financial Advisors
California
$4.04M +$12.5K +663 +0.3%
SIA
99
Starfire Investment Advisers
Michigan
$3.99M +$189K +9,987 +5%
MA
100
Mutual Advisors
Nebraska
$3.92M +$187K +9,873 +5%
2 3
4
5 6