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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 %
EGWAG
151
Elwood & Goetz Wealth Advisory Group
Georgia
$1.74M -$36.7K -1,941 -2%
RRC
152
Relaxing Retirement Coach
Massachusetts
$1.68M -$70.4K -3,720 -4%
WIC
153
Whitegate Investment Counselors
New Hampshire
$1.67M +$278K +14,700 +20%
PGA
154
Premia Global Advisors
Florida
$1.66M -$286K -15,117 -15%
CIAS
155
Capital Investment Advisory Services
North Carolina
$1.65M +$9.64K +510 +0.6%
WI
156
Wintrust Investments
Illinois
$1.65M -$82.7K -4,374 -5%
AWS
157
AJ Wealth Strategies
New York
$1.6M -$82.7K -4,371 -5%
Creative Planning
158
Creative Planning
Kansas
$1.53M +$26.8K +1,419 +2%
PAG
159
Private Advisor Group
New Jersey
$1.52M +$419K +22,089 +38%
AWM
160
AE Wealth Management
Kansas
$1.49M +$27.6K +1,461 +2%
AFP
161
Ausdal Financial Partners
Iowa
$1.48M +$17K +897 +1%
SBL
162
Sargent Bickham Lagudis
Colorado
$1.47M -$82.7K -4,371 -5%
FA
163
Fagan Associates
New York
$1.46M +$754K +39,852 +107%
FWM
164
Frontier Wealth Management
Missouri
$1.41M -$43.8K -2,316 -3%
CAM
165
Concorde Asset Management
Michigan
$1.4M – – –
CCMD
166
Cypress Capital Management (Delaware)
Delaware
$1.38M +$545K +28,800 +65%
PWA
167
Providence Wealth Advisors
Illinois
$1.36M +$2.27K +120 +0.2%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$1.36M +$25.6K +1,353 +2%
WA
169
WESPAC Advisors
California
$1.36M -$474K -25,068 -26%
AF
170
Advisornet Financial
Minnesota
$1.36M -$67.5K -3,570 -5%
WDL
171
Well Done LLC
Michigan
$1.34M – – –
TIM
172
Total Investment Management
Arizona
$1.3M +$8.85K +468 +0.7%
ADL
173
Asset Dedication LLC
California
$1.3M -$3.28K -174 -0.3%
FAG
174
Financial Advisory Group
Texas
$1.29M – – –
CCA
175
Clearwater Capital Advisors
Illinois
$1.28M -$158K -8,361 -11%
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