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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$964M +$2.79M +148,875 +0.3%
APP
2
Avantax Planning Partners
Iowa
$239M +$59.6M +3,152,598 +33%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$222M +$34.5M +1,800,159 +18%
Bank of America
4
Bank of America
North Carolina
$202M +$17.7M +944,304 +10%
MG
5
Mather Group
Illinois
$123M +$7.9M +422,118 +7%
Betterment LLC
6
Betterment LLC
New York
$103M +$8.86M +473,364 +9%
G
7
Gainplan
Michigan
$96.8M +$96.8M +5,172,711 New
SEI Investments
8
SEI Investments
Pennsylvania
$70.2M -$250M -13,339,167 -78%
UCFA
9
United Capital Financial Advisors
Texas
$69.7M +$5.16M +275,499 +8%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$60.5M -$4.23M -225,789 -7%
Mariner
11
Mariner
Kansas
$55.9M -$2.93M -156,603 -5%
OIA
12
OneDigital Investment Advisors
Kansas
$54.5M +$26M +1,387,983 +91%
KF
13
Krilogy Financial
Missouri
$47.5M +$1.67M +89,241 +4%
FCI
14
Financial Counselors Inc
Kansas
$35.6M +$203K +10,851 +0.6%
LPL Financial
15
LPL Financial
California
$33.9M +$3.67M +195,852 +12%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.7M -$350K -18,705 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$25.6M +$1.62M +86,616 +7%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$25.2M -$174K -9,252 -0.7%
KLI
19
Kelman-Lazarov Inc
Tennessee
$24.7M +$3.08M +164,823 +14%
MA
20
MUFG Americas
New York
$24.1M -$674K -36,012 -3%
BlackRock
21
BlackRock
New York
$22.1M -$2.02M -107,715 -8%
GAM
22
Gemmer Asset Management
California
$21.4M -$1.95M -103,950 -8%
Wells Fargo
23
Wells Fargo
California
$21.1M -$132K -7,041 -0.6%
GC
24
Gratus Capital
Georgia
$20.6M +$774K +41,364 +4%
RCIM
25
Red Cedar Investment Management
Michigan
$19.3M +$954K +50,955 +5%
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