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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 %
PFA
201
Pure Financial Advisors
California
$811K +$21.2K +1,134 +3%
GCA
202
Gradient Capital Advisors
California
$803K -$51.3K -2,742 -6%
BSW
203
Buckingham Strategic Wealth
Missouri
$785K +$35.1K +1,875 +5%
BAMG
204
Brand Asset Management Group
Missouri
$773K -$56.9K -3,039 -7%
BAC
205
Boys Arnold & Co
North Carolina
$771K +$121K +6,450 +19%
KM
206
Kalos Management
Georgia
$765K +$765K +40,635 New
VFA
207
Valeo Financial Advisors
Indiana
$761K – – –
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$752K +$132K +7,065 +21%
MPM
209
Meritage Portfolio Management
Kansas
$747K +$378K +20,175 +102%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
BAM
211
Belpointe Asset Management
Nevada
$725K +$725K +38,760 New
3C
212
361 Capital
Colorado
$715K +$1.69K +90 +0.2%
US Bancorp
213
US Bancorp
Minnesota
$711K +$114K +6,099 +19%
AA
214
Alesco Advisors
New York
$705K -$14.1K -756 -2%
NL
215
NWAM LLC
Washington
$703K – – –
Fidelity Investments
216
Fidelity Investments
Massachusetts
$697K -$90.3K -4,827 -11%
FA
217
Fagan Associates
New York
$697K +$103K +5,478 +17%
BFPW
218
BOK Financial Private Wealth
Colorado
$696K +$72K +3,852 +12%
TRCT
219
Tower Research Capital (TRC)
New York
$693K +$475K +25,353 +217%
MWM
220
MinichMacGregor Wealth Management
New York
$682K +$290K +15,426 +74%
BAM
221
Baldrige Asset Management
Pennsylvania
$674K +$11.1K +591 +2%
TYCC
222
Texas Yale Capital Corp
Florida
$665K -$672K -35,880 -50%
FAM
223
Foothills Asset Management
Arizona
$660K +$162K +8,643 +32%
WCM
224
Whitener Capital Management
North Carolina
$659K +$36.8K +1,965 +6%
VHAM
225
Van Hulzen Asset Management
California
$650K +$20.8K +1,110 +3%
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