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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 %
CIAS
201
Capital Investment Advisory Services
North Carolina
$1.18M -$575K -28,698 -33%
Truist Financial
202
Truist Financial
North Carolina
$1.16M +$1.16M +57,990 New
PI
203
Parkside Investments
Illinois
$1.16M – – –
BC
204
Brio Consultants
California
$1.15M -$4.14M -206,574 -78%
SFG
205
StrategIQ Financial Group
Indiana
$1.15M +$306K +15,267 +36%
Renaissance Technologies
206
Renaissance Technologies
New York
$1.15M +$337K +16,800 +41%
MAM
207
Marotta Asset Management
Virginia
$1.15M +$1.15M +58,407 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$1.14M +$10.2K +507 +0.9%
CWM
209
Cornerstone Wealth Management
Missouri
$1.13M +$77K +3,843 +7%
AL
210
Aspiriant LLC
California
$1.13M +$384K +19,161 +52%
JFGIW
211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13M -$64K -3,192 -5%
NRI
212
NFP Retirement Inc
California
$1.12M +$1.12M +55,935 New
JC
213
Jentner Corp
Ohio
$1.1M +$16.4K +819 +2%
SPI
214
Santori & Peters Inc
Pennsylvania
$1.1M -$40.2K -2,007 -4%
APW
215
Aurora Private Wealth
New Jersey
$1.08M +$1.08M +54,018 New
MWA
216
MFA Wealth Advisors
Pennsylvania
$1.08M -$33.5K -1,668 -3%
PCWA
217
Pacific Capital Wealth Advisors
California
$1.08M +$1.08M +53,922 New
PAMG
218
Patton Albertson Miller Group
Tennessee
$1.08M -$10.5K -525 -1%
VCWA
219
Vanguard Capital Wealth Advisors
Colorado
$1.07M +$227K +11,313 +27%
MCM
220
Mengis Capital Management
Oregon
$1.07M +$12.6K +627 +1%
JWS
221
Juncture Wealth Strategies
Arizona
$1.02M -$212K -10,578 -17%
BWM
222
BCS Wealth Management
Tennessee
$1M +$1M +50,010 New
MAG
223
Mayfair Advisory Group
Alabama
$974K +$974K +48,624 New
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$940K +$72.2K +3,603 +8%
CWM
225
Chesapeake Wealth Management
Virginia
$933K +$472K +23,550 +102%
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