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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
226
Chevy Chase Trust
Maryland
$105K +$821 +51 +0.8%
WA
227
Winfield Associates
Ohio
$87K -$66.3K -3,600 -43%
YWP
228
YorkBridge Wealth Partners
New York
$86K – – –
CPIG
229
Chicago Partners Investment Group
Illinois
$86K +$80.6K +4,446 +1,497%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$85K – – –
RFC
231
Regions Financial Corp
Alabama
$83K +$83K +4,578 New
BCM
232
Blume Capital Management
California
$73K +$495 +27 +0.7%
TIM
233
Tortoise Investment Management
New York
$62K +$62K +3,420 New
PAI
234
Pittenger & Anderson Inc
Nebraska
$49K +$15K +831 +44%
HDIM
235
Hanson & Doremus Investment Management
Vermont
$48K – – –
WCG
236
Wall Capital Group
Arizona
$45K – – –
PMFA
237
Plante Moran Financial Advisors
Michigan
$41K – – –
TFS
238
TrustCore Financial Services
Tennessee
$40K +$40K +2,202 New
MSFP
239
Mark Sheptoff Financial Planning
Connecticut
$37K – – –
JWA
240
JFS Wealth Advisors
Pennsylvania
$29K +$6.67K +369 +30%
SEI Investments
241
SEI Investments
Pennsylvania
$28K – – –
ACM
242
Armbruster Capital Management
New York
$27K – – –
TAIM
243
TD Ameritrade Investment Management
Nebraska
$27K +$11.3K +618 +72%
PFA
244
Pathway Financial Advisors
Vermont
$27K +$27K +1,500 New
CTC
245
Central Trust Company
Missouri
$26K – – –
FA
246
Fortis Advisors
Pennsylvania
$22K +$22K +1,197 New
AIM
247
Anchor Investment Management
South Carolina
$17.3K +$14.6K +801 +534%
CFD
248
Creative Financial Designs
Indiana
$11K – – –
CMBA
249
C.M. Bidwell & Associates
Hawaii
$11K +$11K +624 New
DBT
250
Dubuque Bank & Trust
Iowa
$10K – – –
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10
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