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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 %
GG
201
GenWealth Group
New Jersey
$908K +$390K +20,610 +75%
PFA
202
Pure Financial Advisors
California
$902K +$82.3K +4,353 +10%
MSWMA
203
Market Street Wealth Management Advisors
Indiana
$878K +$878K +46,449 New
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$871K +$407K +21,519 +88%
US Bancorp
205
US Bancorp
Minnesota
$862K +$144K +7,632 +20%
GCA
206
Gradient Capital Advisors
California
$848K +$36.4K +1,926 +4%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$841K +$136K +7,206 +19%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$820K +$58.9K +3,111 +8%
BIA
209
BHK Investment Advisors
Alabama
$816K +$199K +10,500 +32%
BAC
210
Boys Arnold & Co
North Carolina
$807K +$30.9K +1,641 +4%
LF
211
Lantz Financial
Illinois
$803K -$2.25K -123 -0.3%
VCWA
212
Vanguard Capital Wealth Advisors
Colorado
$799K -$74.6K -3,948 -9%
SFG
213
StrategIQ Financial Group
Indiana
$796K +$499K +26,379 +168%
BFPW
214
BOK Financial Private Wealth
Colorado
$772K +$68.5K +3,624 +10%
VFA
215
Valeo Financial Advisors
Indiana
$769K – – –
Renaissance Technologies
216
Renaissance Technologies
New York
$766K +$465K +24,600 +155%
BAM
217
Belpointe Asset Management
Nevada
$747K +$13.7K +723 +2%
WCM
218
Whitener Capital Management
North Carolina
$742K +$76.8K +4,065 +12%
3C
219
361 Capital
Colorado
$740K +$18K +954 +2%
CWP
220
Capital Wealth Planning
Florida
$739K -$96.8K -5,091 -12%
NL
221
NWAM LLC
Washington
$729K +$18.3K +966 +3%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$728K – – –
MPM
223
Meritage Portfolio Management
Kansas
$719K -$35.9K -1,896 -5%
AA
224
Alesco Advisors
New York
$718K +$5.22K +276 +0.7%
BAM
225
Baldrige Asset Management
Pennsylvania
$702K +$20.6K +1,092 +3%
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