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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 %
BFM
126
Broadview Financial Management
Wisconsin
$2.37M +$229K +12,264 +11%
FAN
127
Financial Advisors Network
California
$2.25M +$846K +46,362 +60%
BWP
128
Bernardo Wealth Planning
Pennsylvania
$2.24M +$221K +11,814 +11%
KWM
129
Kingsview Wealth Management
Oregon
$2.22M +$228K +12,171 +11%
BCWM
130
Bartlett & Co Wealth Management
Ohio
$2.14M +$3.11K +165 +0.1%
BC
131
Bartlett & Co
Ohio
$2.13M +$3.09K +165 +0.1%
AG
132
Advisor Group
Arizona
$2.12M +$349K +18,660 +20%
DAS
133
Dynamic Advisor Solutions
Arizona
$2.12M -$53.9K -2,880 -2%
FWM
134
Focused Wealth Management
New York
$2.11M -$375K -20,028 -15%
GHA
135
GW Henssler & Associates
Georgia
$2.09M +$163K +8,700 +8%
V
136
Veritable
Delaware
$2.07M – – –
BP
137
BBR Partners
New York
$2.05M – – –
DP
138
DDD Partners
Washington
$1.93M +$19.8K +1,059 +1%
PGA
139
Premia Global Advisors
Florida
$1.92M -$3.21M -171,783 -63%
EWA
140
EP Wealth Advisors
California
$1.92M +$356K +19,047 +23%
AI
141
Atria Investments
North Carolina
$1.91M -$8.9M -489,654 -82%
AA
142
Apriem Advisors
California
$1.9M -$2.81K -150 -0.1%
BCP
143
Blackhawk Capital Partners
Wisconsin
$1.89M +$532K +28,428 +39%
NCM
144
Northwest Capital Management
Oregon
$1.87M -$64.3K -3,435 -3%
PWMG
145
Prestige Wealth Management Group
New Jersey
$1.85M -$122K -6,528 -6%
WA
146
WESPAC Advisors
California
$1.81M – – –
FAIM
147
Financial Advocates Investment Management
Washington
$1.79M +$630K +33,648 +54%
EGWAG
148
Elwood & Goetz Wealth Advisory Group
Georgia
$1.76M -$34.4K -1,836 -2%
RRC
149
Relaxing Retirement Coach
Massachusetts
$1.73M -$2.08K -111 -0.1%
WI
150
Wintrust Investments
Illinois
$1.71M +$37.3K +1,992 +2%
4 5
6
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