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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 %
KM
176
Kalos Management
Georgia
$1.27M +$476K +24,426 +60%
DSC
177
Duncker Streett & Co
Missouri
$1.26M +$324K +17,139 +34%
ACA
178
Atlas Capital Advisors
Wyoming
$1.24M +$597K +31,554 +92%
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23M -$187K -9,912 -13%
SPC
180
Sigma Planning Corp
Michigan
$1.22M +$57.6K +3,045 +5%
MAM
181
Marquette Asset Management
Minnesota
$1.2M +$27.8K +1,470 +2%
AIS
182
American Investment Services
Massachusetts
$1.19M – – –
BCWM
183
Blue Chip Wealth Management
Florida
$1.19M +$24.8K +1,311 +2%
AOWM
184
Alpha Omega Wealth Management
Virginia
$1.18M – – –
BSW
185
Buckingham Strategic Wealth
Missouri
$1.18M +$381K +20,172 +48%
ACI
186
Alpha Cubed Investments
California
$1.17M – – –
JWS
187
Juncture Wealth Strategies
Arizona
$1.16M -$197K -10,437 -15%
MMHP
188
Murphy Middleton Hinkle & Parker
Georgia
$1.13M -$49.1K -2,595 -4%
JFGIW
189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13M -$24.5K -1,293 -2%
CCM
190
Carlson Capital Management
Minnesota
$1.1M +$228K +12,045 +26%
PI
191
Parkside Investments
Illinois
$1.09M -$207K -10,935 -16%
SPI
192
Santori & Peters Inc
Pennsylvania
$1.08M -$104K -5,514 -9%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$1.07M -$47.4K -2,505 -4%
MWA
194
MFA Wealth Advisors
Pennsylvania
$1.05M -$544K -28,779 -34%
PAMG
195
Patton Albertson Miller Group
Tennessee
$1.03M +$68K +3,600 +7%
JC
196
Jentner Corp
Ohio
$1.02M +$24.8K +1,311 +2%
MCM
197
Mengis Capital Management
Oregon
$996K -$15.8K -834 -2%
CWM
198
Cornerstone Wealth Management
Missouri
$994K +$116K +6,159 +13%
BTS
199
BB&T Securities
Virginia
$978K -$341 -18 -0%
PGAM
200
Princeton Global Asset Management
New Jersey
$938K -$15.9K -855 -2%
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