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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 %
GBBWRPM
76
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7.52M -$1.25M -62,511 -14%
SFA
77
Sequoia Financial Advisors
Ohio
$7.46M +$329K +16,398 +5%
JIP
78
JBJ Investment Partners
South Carolina
$7.07M – – –
CG
79
Colony Group
Massachusetts
$7.03M -$67.8K -3,384 -1%
FAAS
80
First Allied Advisory Services
California
$6.95M +$96.3K +4,809 +1%
EWA
81
EP Wealth Advisors
California
$6.73M +$4.53M +226,245 +206%
GG
82
Greenwood Gearhart
Arkansas
$6.69M +$99.8K +4,980 +2%
RWM
83
RKL Wealth Management
Pennsylvania
$6.62M +$394K +19,668 +6%
MIAN
84
Mariner Independent Advisor Network
Kansas
$6.49M -$1.51M -74,964 -19%
MML Investors Services
85
MML Investors Services
Massachusetts
$6.24M +$78K +3,891 +1%
CM
86
Columbus Macro
Pennsylvania
$5.9M -$56K -2,796 -0.9%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$5.89M +$1.14M +57,042 +24%
SC
88
Savant Capital
Illinois
$5.83M +$2.09M +104,097 +56%
BWM
89
BerganKDV Wealth Management
Minnesota
$5.63M +$5.63M +281,070 New
FAN
90
Financial Advisors Network
California
$5.58M +$2.56M +127,611 +85%
GC
91
Garde Capital
Washington
$5.57M +$17.1K +852 +0.3%
PEA
92
Pacific Edge Advisors
California
$5.56M -$604K -30,150 -10%
ISWM
93
Independent Solutions Wealth Management
New York
$5.53M +$5.53M +275,961 New
LFAS
94
Level Four Advisory Services
Texas
$5.42M -$132K -6,429 -2%
PRS
95
Pinkerton Retirement Specialists
Idaho
$5.32M +$5.32M +265,245 New
MA
96
Mutual Advisors
Nebraska
$5.27M +$1.12M +55,839 +27%
MGIA
97
Moneta Group Investment Advisors
Missouri
$5.26M +$609K +30,378 +13%
RA
98
Riversedge Advisors
Delaware
$4.98M +$346K +17,262 +7%
AG
99
Advisor Group
Arizona
$4.98M +$2.64M +131,832 +113%
CCMG
100
Clark Capital Management Group
Pennsylvania
$4.94M +$2.18M +108,957 +79%
2 3
4
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