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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 %
TFA
251
Toth Financial Advisory
Virginia
$9K +$9K +480 New
SWA
252
Sutton Wealth Advisors
Florida
$8.86K – – –
AIA
253
Armor Investment Advisors
North Carolina
$7K – – –
ME
254
McIlrath & Eck
Washington
$7K +$7K +390 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$6K -$7.08K -375 -54%
PA
256
Parallel Advisors
California
$6K – – –
ADL
257
Asset Dedication LLC
California
$4K +$3.47K +216 +655%
MFW
258
Mosaic Family Wealth
Missouri
$4K +$4K +246 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$2K -$39.4K -2,067 -95%
PG
260
Patten Group
Tennessee
$2K -$211 -12 -10%
VNA
261
Valley National Advisers
Pennsylvania
$2K – – –
SIM
262
Sonora Investment Management
Arizona
$1.09K – – –
JPMorgan Chase & Co
263
JPMorgan Chase & Co
New York
$1K -$579 -33 -37%
BCP
264
Blackhawk Capital Partners
Wisconsin
$1K +$1K +36 New
TL
265
TrueWealth LLC
Georgia
$1K +$1K +48 New
YMRC
266
Yorktown Management & Research Company
Virginia
– -$4.66M -270,000 Closed
ICOA
267
Investment Centers of America
North Dakota
– -$2.25M -130,164 Closed
NPC
268
National Planning Corporation
California
– -$2.1M -121,815 Closed
SIA
269
Starfire Investment Advisers
Michigan
– -$1.17M -67,761 Closed
PFA
270
Pure Financial Advisors
California
– -$806K -46,656 Closed
Stifel Financial
271
Stifel Financial
Missouri
– -$551K -31,929 Closed
AL
272
Aspiriant LLC
California
– -$229K -13,239 Closed
WI
273
Wintrust Investments
Illinois
– -$223K -12,924 Closed
SJIM
274
St. Johns Investment Management
Florida
– -$105K -6,075 Closed
CG
275
Cutler Group
California
– -$54K -3,129 Closed
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