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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 %
KWM
126
Kingsview Wealth Management
Oregon
$3.12M +$269K +13,437 +9%
WP
127
WealthSource Partners
California
$3.12M -$182K -9,063 -6%
GPFA
128
Game Plan Financial Advisors
Ohio
$3.1M +$3.1M +154,656 New
CFA
129
Cahill Financial Advisors
Minnesota
$3M -$13.5K -672 -0.4%
MAS
130
Managed Account Services
Florida
$2.93M +$86K +4,281 +3%
DW
131
Domani Wealth
Pennsylvania
$2.88M +$142K +7,065 +5%
HA
132
HC Advisors
Georgia
$2.88M +$2.88M +143,913 New
SFSG
133
Stearns Financial Services Group
North Carolina
$2.88M +$29.1K +1,452 +1%
SS
134
Sunbelt Securities
Texas
$2.82M +$2.82M +140,553 New
BCP
135
Blackhawk Capital Partners
Wisconsin
$2.78M – – –
FANJ
136
Financial Architects (New Jersey)
New Jersey
$2.74M +$7.94K +396 +0.3%
PCMC
137
Private Capital Management (Colorado)
Colorado
$2.73M – – –
PPA
138
Parametric Portfolio Associates
Washington
$2.69M +$2.69M +134,190 New
IAS
139
IMA Advisory Services
Colorado
$2.67M -$142K -7,092 -5%
SCA
140
Stonebridge Capital Advisors
Minnesota
$2.58M -$38.2K -1,905 -1%
BFM
141
Broadview Financial Management
Wisconsin
$2.55M -$18.5K -921 -0.7%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$2.54M +$2.54M +126,741 New
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$2.53M +$2.53M +126,246 New
FAIM
144
Financial Advocates Investment Management
Washington
$2.49M +$105K +5,253 +4%
ACA
145
Atlas Capital Advisors
Wyoming
$2.46M +$1.14M +56,712 +86%
SWM
146
Sculati Wealth Management
Michigan
$2.45M +$2.45M +122,103 New
BWP
147
Bernardo Wealth Planning
Pennsylvania
$2.43M +$842 +42 +0%
DAS
148
Dynamic Advisor Solutions
Arizona
$2.4M +$234K +11,688 +11%
GHA
149
GW Henssler & Associates
Georgia
$2.33M -$67.5K -3,369 -3%
DP
150
DDD Partners
Washington
$2.29M +$182K +9,066 +9%
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