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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 %
BDF
151
Black Diamond Financial
Maryland
$1.67M -$166K -8,856 -9%
AWS
152
AJ Wealth Strategies
New York
$1.67M +$12.9K +690 +0.8%
CIAS
153
Capital Investment Advisory Services
North Carolina
$1.64M -$9.68K -513 -0.6%
MWA
154
MFA Wealth Advisors
Pennsylvania
$1.58M -$30.3K -1,617 -2%
SBL
155
Sargent Bickham Lagudis
Colorado
$1.53M -$628K -33,570 -29%
Creative Planning
156
Creative Planning
Kansas
$1.49M +$350K +18,699 +31%
AFP
157
Ausdal Financial Partners
Iowa
$1.47M +$78.7K +4,119 +6%
AWM
158
AE Wealth Management
Kansas
$1.45M +$691K +36,912 +92%
FWM
159
Frontier Wealth Management
Missouri
$1.44M -$225 -12 -0%
CCA
160
Clearwater Capital Advisors
Illinois
$1.43M -$30.4K -1,623 -2%
AF
161
Advisornet Financial
Minnesota
$1.41M -$297K -15,861 -17%
Manulife (Manufacturers Life Insurance)
162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4M -$745K -39,789 -35%
CAM
163
Concorde Asset Management
Michigan
$1.39M -$53.1K -2,817 -4%
WIC
164
Whitegate Investment Counselors
New Hampshire
$1.38M +$29.4K +1,569 +2%
PWA
165
Providence Wealth Advisors
Illinois
$1.35M +$1.58K +84 +0.1%
JWS
166
Juncture Wealth Strategies
Arizona
$1.35M +$962K +51,408 +250%
WDL
167
Well Done LLC
Michigan
$1.33M – – –
RJFSA
168
Raymond James Financial Services Advisors
Florida
$1.32M +$629K +33,591 +91%
ADL
169
Asset Dedication LLC
California
$1.29M +$131K +7,029 +11%
PI
170
Parkside Investments
Illinois
$1.29M – – –
FAG
171
Financial Advisory Group
Texas
$1.28M – – –
TIM
172
Total Investment Management
Arizona
$1.25M +$38.9K +2,127 +3%
AIS
173
American Investment Services
Massachusetts
$1.17M +$6.18K +330 +0.5%
SPI
174
Santori & Peters Inc
Pennsylvania
$1.17M -$545K -29,124 -32%
MMHP
175
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$167K +8,940 +17%
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