SCHV icon

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 %
ACI
176
Alpha Cubed Investments
California
$1.16M – – –
BW
177
Bison Wealth
Georgia
$1.16M +$57.6K +3,078 +5%
JHCP
178
Jackson Hole Capital Partners
Oklahoma
$1.16M – – –
MAM
179
Marquette Asset Management
Minnesota
$1.16M -$128K -6,849 -10%
SPC
180
Sigma Planning Corp
Michigan
$1.15M +$59.8K +3,195 +5%
BCWM
181
Blue Chip Wealth Management
Florida
$1.15M +$14K +750 +1%
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.14M +$326K +17,397 +40%
AOWM
183
Alpha Omega Wealth Management
Virginia
$1.13M +$9.82K +525 +0.9%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$1.1M -$20.8K -1,110 -2%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$1.1M -$22.3K -1,191 -2%
PAG
186
Private Advisor Group
New Jersey
$1.09M +$193K +10,287 +21%
NFG
187
Next Financial Group
Texas
$1.05M +$1.05M +55,878 New
MCM
188
Mengis Capital Management
Oregon
$1M +$34.3K +1,836 +4%
WP
189
WealthSource Partners
California
$999K -$1.16M -62,007 -54%
JC
190
Jentner Corp
Ohio
$988K +$63.8K +3,408 +7%
BTS
191
BB&T Securities
Virginia
$967K -$9.11M -486,828 -90%
PGAM
192
Princeton Global Asset Management
New Jersey
$958K +$63.7K +3,405 +7%
PAMG
193
Patton Albertson Miller Group
Tennessee
$937K +$937K +50,784 New
DSC
194
Duncker Streett & Co
Missouri
$930K – – –
CWM
195
Cornerstone Wealth Management
Missouri
$871K -$8.16K -435 -0.9%
CCM
196
Carlson Capital Management
Minnesota
$867K +$3.03K +162 +0.4%
LF
197
Lantz Financial
Illinois
$830K – – –
CCMD
198
Cypress Capital Management (Delaware)
Delaware
$825K +$825K +44,100 New
CWP
199
Capital Wealth Planning
Florida
$823K +$823K +43,968 New
VCWA
200
Vanguard Capital Wealth Advisors
Colorado
$814K -$45.6K -2,592 -5%
6 7
8
9 10