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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

401 hedge funds and large institutions have $3.46B invested in Schwab US Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 181 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+22
Holders Change %
+5.8%
% of All Funds
8.69%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.06%
New
59
Increased
181
Reduced
117
Closed
32
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
+$304K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$237M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$96.4M
3
APP
Avantax Planning Partners
Iowa
+$55.6M
4
Bank of America
Bank of America
North Carolina
+$38.7M
5
Goldman Sachs
Goldman Sachs
New York
+$25.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$32.4M
2
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$15.2M
3
BlackRock
BlackRock
New York
-$13.9M
4
I
INVST
Indiana
-$10.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
176
Financial Advocates Investment Management
Washington
$1.13M +$1.13M +62,082 New
ADL
177
Asset Dedication LLC
California
$1.13M +$157K +8,598 +16%
JHCP
178
Jackson Hole Capital Partners
Oklahoma
$1.13M – – –
Creative Planning
179
Creative Planning
Kansas
$1.11M -$40.9K -2,241 -4%
BCWM
180
Blue Chip Wealth Management
Florida
$1.11M +$112K +6,120 +11%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$1.1M -$38K -2,085 -3%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$1.09M +$690K +37,815 +172%
AOWM
183
Alpha Omega Wealth Management
Virginia
$1.09M -$538K -29,484 -33%
BW
184
Bison Wealth
Georgia
$1.08M +$25.1K +1,377 +2%
SPC
185
Sigma Planning Corp
Michigan
$1.06M -$18.2K -999 -2%
MMHP
186
Murphy Middleton Hinkle & Parker
Georgia
$973K +$31.4K +1,719 +3%
MCM
187
Mengis Capital Management
Oregon
$942K +$31.6K +1,731 +3%
DSC
188
Duncker Streett & Co
Missouri
$907K +$94K +5,151 +12%
JC
189
Jentner Corp
Ohio
$901K +$34.9K +1,911 +4%
Jane Street
190
Jane Street
New York
$898K -$3.41M -186,612 -79%
VCWA
191
Vanguard Capital Wealth Advisors
Colorado
$890K +$454K +24,894 +104%
PAG
192
Private Advisor Group
New Jersey
$875K -$352K -19,308 -29%
PGAM
193
Princeton Global Asset Management
New Jersey
$872K +$653K +35,817 +299%
CHP
194
Cable Hill Partners
Oregon
$852K +$261K +14,325 +44%
CCM
195
Carlson Capital Management
Minnesota
$843K -$20.1K -1,101 -2%
CWM
196
Cornerstone Wealth Management
Missouri
$835K +$34.2K +1,920 +4%
GCA
197
Gradient Capital Advisors
California
$833K -$36.9K -2,019 -4%
BAMG
198
Brand Asset Management Group
Missouri
$809K +$187K +10,236 +30%
LF
199
Lantz Financial
Illinois
$803K +$803K +44,010 New
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$791K +$11.4K +627 +1%
6 7
8
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