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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Edge Wealth Management
New York
$163K +$69.1K +3,894 +74%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$157K +$74.2K +4,197 +90%
AWA
228
Acorn Wealth Advisors
Michigan
$149K +$959 +54 +0.6%
EK
229
Evensky & Katz
Florida
$144K +$687 +39 +0.5%
NWM
230
Northwest Wealth Management
Iowa
$140K – – –
KJWM
231
Kiley Juergens Wealth Management
Washington
$137K +$137K +7,752 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$129K – – –
CF
233
Centaurus Financial
California
$128K +$128K +7,221 New
KCPG
234
Kavar Capital Partners Group
Kansas
$118K – – –
TCM
235
Tradewinds Capital Management
Washington
$108K – – –
SA
236
SRH Advisors
Kansas
$107K – – –
IF
237
Ironwood Financial
Arizona
$103K – – –
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$99K +$90.5K +5,109 +1,071%
TFS
239
TrustCore Financial Services
Tennessee
$90K +$27.4K +1,548 +44%
CPIG
240
Chicago Partners Investment Group
Illinois
$85K – – –
YWP
241
YorkBridge Wealth Partners
New York
$85K – – –
EA
242
Efficient Advisors
Ohio
$83K -$5.35K -303 -6%
BCM
243
Blume Capital Management
California
$71K +$53 +3 +0.1%
FHA
244
First Horizon Advisors
Tennessee
$71K +$71K +4,005 New
PFA
245
Pathway Financial Advisors
Vermont
$70K +$2.45K +138 +4%
HDIM
246
Hanson & Doremus Investment Management
Vermont
$70K +$4.93K +279 +8%
SEI Investments
247
SEI Investments
Pennsylvania
$65K +$65K +3,693 New
TAIM
248
TD Ameritrade Investment Management
Nebraska
$63K +$33.6K +1,899 +114%
TIM
249
Tortoise Investment Management
New York
$61K – – –
BWA
250
BDO Wealth Advisors
Florida
$58K +$58K +3,297 New
8 9
10
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