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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 %
BAM
101
Berkshire Asset Management
Pennsylvania
$3.86M +$29.6K +1,581 +0.8%
SWM
102
SeaCrest Wealth Management
New York
$3.79M -$581K -31,062 -13%
PV
103
Private Vista
Illinois
$3.77M -$67.9K -3,633 -2%
SIA
104
Starfire Investment Advisers
Michigan
$3.76M +$19.9K +1,062 +0.5%
MA
105
Mutual Advisors
Nebraska
$3.7M +$301K +16,080 +9%
ECG
106
Edge Capital Group
Georgia
$3.67M +$191K +10,200 +5%
IFS
107
Ifrah Financial Services
Arkansas
$3.6M +$22K +1,173 +0.6%
BCI
108
Brinker Capital Investments
Pennsylvania
$3.54M -$293K -15,648 -8%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$3.43M -$206K -10,992 -6%
CMP
110
Courage Miller Partners
Virginia
$3.36M +$30.1K +1,608 +0.9%
SC
111
Savant Capital
Illinois
$3.34M +$57.7K +3,084 +2%
A
112
AdvicePeriod
California
$3.23M +$76.2K +4,071 +2%
LC
113
LCNB Corp
Ohio
$3.22M -$173K -9,261 -5%
MCIA
114
Mountain Capital Investment Advisors
Colorado
$3M +$18.9K +1,026 +0.6%
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$2.95M -$92.2K -4,929 -3%
IAS
116
IMA Advisory Services
Colorado
$2.74M -$232K -12,420 -8%
PCMC
117
Private Capital Management (Colorado)
Colorado
$2.7M -$617 -33 -0%
CFA
118
Cahill Financial Advisors
Minnesota
$2.65M +$61.9K +3,306 +2%
SFSG
119
Stearns Financial Services Group
North Carolina
$2.63M -$43K -2,298 -2%
CCMG
120
Clark Capital Management Group
Pennsylvania
$2.59M -$93.1K -4,974 -3%
MAS
121
Managed Account Services
Florida
$2.56M +$65.3K +3,438 +3%
FANJ
122
Financial Architects (New Jersey)
New Jersey
$2.54M +$33.4K +1,785 +1%
LWAC
123
Laurel Wealth Advisors (California)
California
$2.47M +$671K +35,877 +37%
DW
124
Domani Wealth
Pennsylvania
$2.45M +$36.8K +1,968 +2%
SCA
125
Stonebridge Capital Advisors
Minnesota
$2.38M -$1.85K -99 -0.1%
3 4
5
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