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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 %
EE
101
EWG Elevate
California
$4.92M +$4.92M +245,412 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$4.91M +$114K +5,682 +2%
BWA
103
BlueSky Wealth Advisors
North Carolina
$4.76M -$8.68K -432 -0.2%
CC
104
Cassaday & Co
Virginia
$4.44M – – –
CCM
105
Condor Capital Management
New Jersey
$4.39M +$22.1K +1,104 +0.5%
ACG
106
Allen Capital Group
Nebraska
$4.37M +$861K +42,978 +25%
IA
107
IFP Advisors
Florida
$4.32M +$559K +27,915 +15%
RFA
108
Reilly Financial Advisors
California
$4.28M +$3.07K +153 +0.1%
BAM
109
Berkshire Asset Management
Pennsylvania
$4.28M +$948K +47,301 +28%
SIA
110
Starfire Investment Advisers
Michigan
$4.23M +$240 +12 +0%
SWM
111
SeaCrest Wealth Management
New York
$4.12M +$80K +3,993 +2%
ECG
112
Edge Capital Group
Georgia
$4M +$56.7K +2,829 +1%
PV
113
Private Vista
Illinois
$3.99M -$39.8K -1,983 -1%
IFS
114
Ifrah Financial Services
Arkansas
$3.89M -$37.3K -1,863 -0.9%
BCI
115
Brinker Capital Investments
Pennsylvania
$3.63M -$147K -7,329 -4%
NSAM
116
North Star Asset Management
Wisconsin
$3.62M -$22.1K -1,104 -0.6%
CMP
117
Courage Miller Partners
Virginia
$3.55M -$16.2K -810 -0.5%
LWAC
118
Laurel Wealth Advisors (California)
California
$3.53M -$14.8K -738 -0.4%
A
119
AdvicePeriod
California
$3.52M +$1.99K +99 +0.1%
LC
120
LCNB Corp
Ohio
$3.5M -$127K -6,354 -4%
TNA
121
True North Advisors
Texas
$3.49M +$3.49M +174,132 New
JFGLC
122
Johnson Financial Group LLC (Colorado)
Colorado
$3.35M +$3.35M +167,301 New
PA
123
Prism Advisors
California
$3.32M -$51.5K -2,568 -2%
LWM
124
Laidlaw Wealth Management
New York
$3.23M +$3.23M +160,914 New
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$3.21M +$119K +5,952 +4%
3 4
5
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