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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 %
MAS
126
Managed Account Services
Florida
$2.66M +$130K +6,924 +5%
CCMG
127
Clark Capital Management Group
Pennsylvania
$2.61M -$11.5K -609 -0.4%
DW
128
Domani Wealth
Pennsylvania
$2.59M +$108K +5,727 +4%
FANJ
129
Financial Architects (New Jersey)
New Jersey
$2.58M +$17.4K +918 +0.7%
SCA
130
Stonebridge Capital Advisors
Minnesota
$2.47M +$62.8K +3,321 +3%
BFM
131
Broadview Financial Management
Wisconsin
$2.42M +$24.8K +1,314 +1%
BWP
132
Bernardo Wealth Planning
Pennsylvania
$2.29M +$29.1K +1,539 +1%
GHA
133
GW Henssler & Associates
Georgia
$2.26M +$147K +7,770 +7%
FAIM
134
Financial Advocates Investment Management
Washington
$2.25M +$437K +23,094 +24%
BDF
135
Black Diamond Financial
Maryland
$2.24M +$553K +29,226 +33%
AG
136
Advisor Group
Arizona
$2.2M +$62.7K +3,318 +3%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$2.19M -$1.27M -67,029 -37%
BC
138
Bartlett & Co
Ohio
$2.09M -$56K -2,961 -3%
BCWM
139
Bartlett & Co Wealth Management
Ohio
$2.09M -$56K -2,961 -3%
V
140
Veritable
Delaware
$2.09M – – –
EWA
141
EP Wealth Advisors
California
$2.07M +$135K +7,164 +7%
BP
142
BBR Partners
New York
$2.07M – – –
DAS
143
Dynamic Advisor Solutions
Arizona
$2.05M -$95.5K -5,049 -4%
DP
144
DDD Partners
Washington
$1.99M +$36.6K +1,935 +2%
BW
145
Bison Wealth
Georgia
$1.97M +$795K +42,036 +68%
FWM
146
Focused Wealth Management
New York
$1.96M -$181K -9,585 -8%
AA
147
Apriem Advisors
California
$1.9M -$13.3K -705 -0.7%
AI
148
Atria Investments
North Carolina
$1.89M -$92.8K -4,905 -5%
NCM
149
Northwest Capital Management
Oregon
$1.88M -$13.2K -696 -0.7%
PWMG
150
Prestige Wealth Management Group
New Jersey
$1.86M -$7.03K -372 -0.4%
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