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SCHV

Schwab US Large-Cap Value ETF
SCHV

492 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

488% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 17

51% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 128

19% more funds holding in top 10

Funds holding in top 10: 48 → 57 (+9)

19% more funds holding

Funds holding: 415 → 492 (+77)

6% more capital invested

Capital invested by funds: $4.18B → $4.45B (+$263M)

54.43% less ownership

Funds ownership: 241.64% → 187.21% (-54%)

Holders
492
Holders Change
+77
Holders Change %
+18.55%
% of All Funds
9.69%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.12%
New
100
Increased
193
Reduced
128
Closed
17
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$459K

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$38.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$35.7M
3
PFG
Piershale Financial Group
Illinois
+$16.7M
4
Bank of America
Bank of America
North Carolina
+$13.6M
5
MG
Mather Group
Illinois
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.15B
2
G
Gainplan
Michigan
-$87M
3
Goldman Sachs
Goldman Sachs
New York
-$34M
4
KLI
Kelman-Lazarov Inc
Tennessee
-$10.2M
5
WIA
World Investment Advisors
California
-$8.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$3.12M +$260K +13,437 +9%
WP
127
WealthSource Partners
California
$3.12M -$176K -9,063 -6%
GPFA
128
Game Plan Financial Advisors
Ohio
$3.1M +$3M +154,656 New
CFA
129
Cahill Financial Advisors
Minnesota
$3M -$13K -672 -0.4%
MAS
130
Managed Account Services
Florida
$2.93M +$83K +4,281 +3%
DW
131
Domani Wealth
Pennsylvania
$2.88M +$137K +7,065 +5%
HA
132
HC Advisors
Georgia
$2.88M +$2.79M +143,913 New
SFSG
133
Stearns Financial Services Group
North Carolina
$2.88M +$28.1K +1,452 +1%
SS
134
Sunbelt Securities
Texas
$2.82M +$2.72M +140,553 New
BCP
135
Blackhawk Capital Partners
Wisconsin
$2.77M – – –
FANJ
136
Financial Architects (New Jersey)
New Jersey
$2.74M +$7.67K +396 +0.3%
PCMC
137
Private Capital Management (Colorado)
Colorado
$2.73M – – –
PPA
138
Parametric Portfolio Associates
Washington
$2.69M +$2.6M +134,190 New
IAS
139
IMA Advisory Services
Colorado
$2.67M -$137K -7,092 -5%
SCA
140
Stonebridge Capital Advisors
Minnesota
$2.58M -$36.9K -1,905 -1%
BFM
141
Broadview Financial Management
Wisconsin
$2.55M -$17.8K -921 -0.7%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$2.54M +$2.46M +126,741 New
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$2.53M +$2.45M +126,246 New
FAIM
144
Financial Advocates Investment Management
Washington
$2.49M +$102K +5,253 +4%
ACA
145
Atlas Capital Advisors
Wyoming
$2.46M +$1.1M +56,712 +86%
SWM
146
Sculati Wealth Management
Michigan
$2.45M +$2.37M +122,103 New
BWP
147
Bernardo Wealth Planning
Pennsylvania
$2.42M +$814 +42 +0%
DAS
148
Dynamic Advisor Solutions
Arizona
$2.4M +$226K +11,688 +11%
GHA
149
GW Henssler & Associates
Georgia
$2.33M -$65.3K -3,369 -3%
DP
150
DDD Partners
Washington
$2.29M +$176K +9,066 +9%
4 5
6
7 8

SCHV Hedge Fund Activity: Q4 2019 in Review

492 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2019, worth a combined $4.45B — up 6.3% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new SCHV positions and 17 closed out — a net gain of 83 holders — while 193 added to existing stakes and 128 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $38.6M. The largest seller was Envestnet Asset Management, cutting an estimated $1.15B.

  • 492 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2019, up from 415 in Q3 2019.
  • Funds reported $4.45B of Schwab US Large-Cap Value ETF stock for Q4 2019, up 6.3% quarter-over-quarter.
  • 100 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2019 and 17 closed out, a net change of +83 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $38.6M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2019.