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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

491 hedge funds and large institutions have $4.45B invested in Schwab US Large-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 128 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+77
Holders Change %
+18.6%
% of All Funds
9.7%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.13%
New
100
Increased
193
Reduced
128
Closed
17
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$459K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$40M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$36.9M
3
PFG
Piershale Financial Group
Illinois
+$17.3M
4
Bank of America
Bank of America
North Carolina
+$14.1M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19B
2
G
Gainplan
Michigan
-$87M
3
Goldman Sachs
Goldman Sachs
New York
-$34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
5
KLI
Kelman-Lazarov Inc
Tennessee
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
176
Providence Wealth Advisors
Illinois
$1.53M +$94.4K +4,722 +7%
AF
177
Advisornet Financial
Minnesota
$1.51M +$75K +3,744 +5%
ATWA
178
Arbor Trust Wealth Advisors
Michigan
$1.5M +$1.5M +74,970 New
AFP
179
Ausdal Financial Partners
Iowa
$1.49M -$62.3K -3,138 -4%
CAM
180
Concorde Asset Management
Michigan
$1.48M +$1.14K +57 +0.1%
SBL
181
Sargent Bickham Lagudis
Colorado
$1.44M -$115K -5,745 -7%
ADL
182
Asset Dedication LLC
California
$1.43M +$52.4K +2,619 +4%
WDL
183
Well Done LLC
Michigan
$1.42M – – –
RJFSA
184
Raymond James Financial Services Advisors
Florida
$1.42M -$23.1K -1,155 -2%
PAG
185
Private Advisor Group
New Jersey
$1.41M -$198K -9,891 -12%
FWM
186
Frontier Wealth Management
Missouri
$1.4M -$102K -5,109 -7%
TIM
187
Total Investment Management
Arizona
$1.39M +$12.7K +636 +0.9%
GSWM
188
Golden State Wealth Management
California
$1.39M +$1.39M +69,483 New
FAG
189
Financial Advisory Group
Texas
$1.36M – – –
BSW
190
Buckingham Strategic Wealth
Missouri
$1.34M +$95.4K +4,758 +8%
NCM
191
Northwest Capital Management
Oregon
$1.3M -$684K -34,140 -34%
SPC
192
Sigma Planning Corp
Michigan
$1.3M +$6.31K +315 +0.5%
MMHP
193
Murphy Middleton Hinkle & Parker
Georgia
$1.29M +$95K +4,743 +8%
CCM
194
Carlson Capital Management
Minnesota
$1.28M +$110K +5,490 +9%
BCWM
195
Blue Chip Wealth Management
Florida
$1.27M +$16.8K +837 +1%
GG
196
GenWealth Group
New Jersey
$1.27M +$305K +15,246 +32%
MAM
197
Marquette Asset Management
Minnesota
$1.27M – – –
AIS
198
American Investment Services
Massachusetts
$1.26M – – –
ACI
199
Alpha Cubed Investments
California
$1.24M – – –
AOWM
200
Alpha Omega Wealth Management
Virginia
$1.21M – – –
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