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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$107K +$107K +6,060 New
SA
227
SRH Advisors
Kansas
$106K +$211 +12 +0.2%
MCWS
228
McKinley Carter Wealth Services
West Virginia
$105K +$105K +5,940 New
IF
229
Ironwood Financial
Arizona
$103K – – –
RCG
230
Ruggie Capital Group
Florida
$100K -$18K -1,026 -15%
FCAG
231
First Capital Advisors Group
New Jersey
$98K +$98K +5,577 New
EWM
232
Edge Wealth Management
New York
$93K -$103K -5,829 -52%
FWM
233
Focused Wealth Management
New York
$90K +$90K +5,088 New
EA
234
Efficient Advisors
Ohio
$88K +$88K +5,001 New
YWP
235
YorkBridge Wealth Partners
New York
$85K – – –
CPIG
236
Chicago Partners Investment Group
Illinois
$84K +$528 +30 +0.6%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$82K – – –
IIC
238
Integrated Investment Consultants
Michigan
$82K +$82K +4,647 New
BCM
239
Blume Capital Management
California
$70K +$367 +21 +0.5%
PFA
240
Pathway Financial Advisors
Vermont
$67K +$40.6K +2,313 +154%
HDIM
241
Hanson & Doremus Investment Management
Vermont
$65K +$18.5K +1,050 +40%
TFS
242
TrustCore Financial Services
Tennessee
$62K +$23.3K +1,329 +60%
TIM
243
Tortoise Investment Management
New York
$60K – – –
PAI
244
Pittenger & Anderson Inc
Nebraska
$48K – – –
William Blair & Company
245
William Blair & Company
Illinois
$42K +$42K +2,388 New
PMFA
246
Plante Moran Financial Advisors
Michigan
$40K – – –
MSFP
247
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
GBBWRPM
248
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K +$32K +1,806 New
UBS AM
249
UBS AM
Illinois
$30.1K +$30.1K +1,710 New
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$30K +$30K +1,743 New
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10
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