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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.34B +$36.9M +1,840,671 +3%
APP
2
Avantax Planning Partners
Iowa
$400M +$10.9M +544,086 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$252M +$10.6M +527,796 +4%
Bank of America
4
Bank of America
North Carolina
$237M +$14.1M +701,763 +6%
MG
5
Mather Group
Illinois
$153M +$12.7M +631,830 +9%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$114M +$40M +1,992,978 +54%
Betterment LLC
7
Betterment LLC
New York
$112M +$1.32M +65,643 +1%
SEI Investments
8
SEI Investments
Pennsylvania
$85.5M +$1.84M +91,791 +2%
UCFA
9
United Capital Financial Advisors
Texas
$80.9M +$1.6M +79,836 +2%
Mariner
10
Mariner
Kansas
$65.8M +$3.01M +149,979 +5%
KF
11
Krilogy Financial
Missouri
$54.1M +$639K +31,896 +1%
FCI
12
Financial Counselors Inc
Kansas
$38.5M +$602K +30,045 +2%
LPL Financial
13
LPL Financial
California
$37.9M +$1.38M +68,628 +4%
OIA
14
OneDigital Investment Advisors
Kansas
$37.6M +$1.7M +84,813 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31.2M -$1.19B -59,176,176 -97%
MA
16
MUFG Americas
New York
$28.2M +$2.57M +128,424 +10%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$28M -$21.1M – –
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.9M -$1.53M -76,173 -5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$27.6M +$821K +40,758 +3%
GAM
20
Gemmer Asset Management
California
$24.9M +$1.24M +61,719 +5%
RCIM
21
Red Cedar Investment Management
Michigan
$24.6M +$2.65M +132,189 +12%
Ameriprise
22
Ameriprise
Minnesota
$23.7M -$812K -40,515 -3%
GC
23
Gratus Capital
Georgia
$23.4M -$1.56K -78 -0%
FVWA
24
Foster Victor Wealth Advisors
South Carolina
$21.8M +$518K +25,932 +2%
Wells Fargo
25
Wells Fargo
California
$21.5M +$406K +20,238 +2%
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