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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$248K +$281 +15 +0.1%
CAM
227
Carret Asset Management
New York
$246K – – –
EWM
228
Empirical Wealth Management
Washington
$245K – – –
STMM
229
South Texas Money Management
Texas
$239K -$2.27M -121,509 -90%
AIP
230
Almanack Investment Partners
Pennsylvania
$237K +$237K +12,906 New
JA
231
JOYN Advisors
Georgia
$232K -$2.47K -132 -1%
Stifel Financial
232
Stifel Financial
Missouri
$230K +$4.75K +255 +2%
AWM
233
Arbor Wealth Management
Florida
$229K -$4.2K -225 -2%
BAM
234
Belpointe Asset Management
Nevada
$229K +$229K +12,240 New
TIM
235
Thompson Investment Management
Wisconsin
$228K +$9.26K +495 +4%
MPM
236
Meritage Portfolio Management
Kansas
$227K -$84.1K -4,494 -27%
GP
237
Girard Partners
Pennsylvania
$227K -$4.04K -216 -2%
HK
238
Horizon Kinetics
New York
$223K – – –
TFS
239
TrustCore Financial Services
Tennessee
$222K +$127K +6,795 +134%
FA
240
Fortis Advisors
Pennsylvania
$218K -$23.4K -1,251 -10%
EA
241
Elm Advisors
California
$213K – – –
VDI
242
Vaughan David Investments
Illinois
$210K +$210K +11,247 New
ONB
243
Old National Bancorp
Indiana
$200K -$33K -1,767 -14%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$185K +$80.8K +4,329 +77%
CAG
245
Csenge Advisory Group
Florida
$180K +$180K +10,137 New
SWP
246
Strategic Wealth Partners
Ohio
$179K – – –
APA
247
American Portfolios Advisors
New York
$176K -$1.4K -75 -0.8%
CFGS
248
Concourse Financial Group Securities
Alabama
$169K +$169K +9,054 New
S
249
SignatureFD
Georgia
$162K -$77.2K -4,131 -32%
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$155K +$155K +8,301 New
8 9
10
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