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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15B +$1.12B +59,362,446 +4,337%
APP
2
Avantax Planning Partners
Iowa
$368M +$129M +6,800,853 +54%
Financial Engines Advisors
3
Financial Engines Advisors
California
$228M +$47M +13,411,326 +26%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$226M +$8.55M +456,672 +4%
Bank of America
5
Bank of America
North Carolina
$211M +$6.42M +339,372 +3%
MG
6
Mather Group
Illinois
$132M +$7.23M +382,158 +6%
Betterment LLC
7
Betterment LLC
New York
$103M – – –
G
8
Gainplan
Michigan
$87M -$10.9M -574,539 -11%
SEI Investments
9
SEI Investments
Pennsylvania
$78.9M +$7.99M +422,466 +11%
UCFA
10
United Capital Financial Advisors
Texas
$74.8M +$4.35M +229,875 +6%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$70.1M +$8.97M +474,117 +15%
Mariner
12
Mariner
Kansas
$59.3M +$2.74M +145,131 +5%
KF
13
Krilogy Financial
Missouri
$50.5M +$2.52M +133,143 +5%
FCI
14
Financial Counselors Inc
Kansas
$35.8M -$134K -7,104 -0.4%
LPL Financial
15
LPL Financial
California
$34.5M +$192K +10,173 +0.6%
Goldman Sachs
16
Goldman Sachs
New York
$34M +$33.5M +1,773,363 +6,658%
OIA
17
OneDigital Investment Advisors
Kansas
$33.8M -$21.2M -1,122,963 -39%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.7M -$276K -14,604 -1%
KLI
19
Kelman-Lazarov Inc
Tennessee
$26.4M +$1.43M +75,756 +6%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$25.1M -$137K -7,260 -0.5%
MA
21
MUFG Americas
New York
$24.2M -$84.4K -4,464 -0.3%
Ameriprise
22
Ameriprise
Minnesota
$23.2M +$8.31M +438,063 +56%
GAM
23
Gemmer Asset Management
California
$22.3M +$678K +35,871 +3%
GC
24
Gratus Capital
Georgia
$22.1M +$1.25M +65,988 +6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$21.1M -$13M – –
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