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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 %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$3.66M +$953K +52,218 +35%
SGAM
102
Steinberg Global Asset Management
Florida
$3.65M -$166K -9,084 -4%
SIA
103
Starfire Investment Advisers
Michigan
$3.65M +$135K +7,425 +4%
IFS
104
Ifrah Financial Services
Arkansas
$3.49M +$55.1K +3,021 +2%
CG
105
Colony Group
Massachusetts
$3.43M +$295K +16,167 +9%
ECG
106
Edge Capital Group
Georgia
$3.39M +$13.1K +720 +0.4%
MA
107
Mutual Advisors
Nebraska
$3.31M +$42.4K +2,322 +1%
LC
108
LCNB Corp
Ohio
$3.31M +$384K +21,051 +13%
CMP
109
Courage Miller Partners
Virginia
$3.25M +$15.3K +837 +0.5%
SC
110
Savant Capital
Illinois
$3.2M +$61.9K +3,390 +2%
SWA
111
Stratos Wealth Advisors
Ohio
$3.1M +$889K +48,714 +40%
A
112
AdvicePeriod
California
$3.07M +$276K +15,096 +10%
PRS
113
Pinkerton Retirement Specialists
Idaho
$2.98M +$2.98M +163,134 New
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$2.97M +$37.4K +2,052 +1%
MCIA
115
Mountain Capital Investment Advisors
Colorado
$2.95M -$134K -7,359 -4%
LFAS
116
Level Four Advisory Services
Texas
$2.93M +$112K +6,150 +4%
IAS
117
IMA Advisory Services
Colorado
$2.89M -$227K -12,444 -7%
PCMC
118
Private Capital Management (Colorado)
Colorado
$2.63M -$56.1K -3,075 -2%
CCMG
119
Clark Capital Management Group
Pennsylvania
$2.62M -$122K -6,681 -4%
SFSG
120
Stearns Financial Services Group
North Carolina
$2.6M -$35K -1,920 -1%
CFA
121
Cahill Financial Advisors
Minnesota
$2.52M +$1.66M +90,756 +192%
MAS
122
Managed Account Services
Florida
$2.45M -$22.7K -1,218 -0.9%
FANJ
123
Financial Architects (New Jersey)
New Jersey
$2.44M -$143K -7,839 -6%
FWM
124
Focused Wealth Management
New York
$2.43M +$220K +12,039 +10%
VAS
125
Valicenti Advisory Services
New York
$2.41M +$79.8K +4,374 +3%
3 4
5
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