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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 %
SWM
101
SeaCrest Wealth Management
New York
$3.81M -$18.3K -969 -0.5%
PV
102
Private Vista
Illinois
$3.8M -$10.6K -561 -0.3%
ECG
103
Edge Capital Group
Georgia
$3.72M +$14.4K +762 +0.4%
IFS
104
Ifrah Financial Services
Arkansas
$3.71M +$70.4K +3,720 +2%
I
105
INVST
Indiana
$3.63M -$8.78M -471,213 -71%
BCI
106
Brinker Capital Investments
Pennsylvania
$3.56M -$11.1K -585 -0.3%
IA
107
IFP Advisors
Florida
$3.55M +$3.55M +187,479 New
SC
108
Savant Capital
Illinois
$3.53M +$159K +8,418 +5%
NSAM
109
North Star Asset Management
Wisconsin
$3.44M -$911K -48,174 -21%
LC
110
LCNB Corp
Ohio
$3.42M +$170K +8,964 +5%
CMP
111
Courage Miller Partners
Virginia
$3.36M -$36.4K -1,923 -1%
LWAC
112
Laurel Wealth Advisors (California)
California
$3.34M +$842K +44,550 +34%
A
113
AdvicePeriod
California
$3.32M +$62.7K +3,315 +2%
ACG
114
Allen Capital Group
Nebraska
$3.22M -$2.64M -143,544 -45%
PA
115
Prism Advisors
California
$3.18M -$1.28M -67,866 -29%
BAM
116
Berkshire Asset Management
Pennsylvania
$3.14M -$757K -40,035 -19%
WP
117
WealthSource Partners
California
$3.11M +$2.1M +111,261 +208%
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$2.92M -$66.2K -3,501 -2%
FAN
119
Financial Advisors Network
California
$2.85M +$516K +27,282 +22%
CFA
120
Cahill Financial Advisors
Minnesota
$2.85M +$172K +9,078 +6%
BCP
121
Blackhawk Capital Partners
Wisconsin
$2.78M +$867K +45,873 +45%
PCMC
122
Private Capital Management (Colorado)
Colorado
$2.73M +$6.64K +351 +0.2%
SFSG
123
Stearns Financial Services Group
North Carolina
$2.69M +$39K +2,064 +1%
KWM
124
Kingsview Wealth Management
Oregon
$2.69M +$449K +23,742 +20%
IAS
125
IMA Advisory Services
Colorado
$2.66M -$108K -5,691 -4%
3 4
5
6 7