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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 %
TAIM
251
TD Ameritrade Investment Management
Nebraska
$29K +$3.19K +183 +12%
JWA
252
JFS Wealth Advisors
Pennsylvania
$28K – – –
ACM
253
Armbruster Capital Management
New York
$26K – – –
CTC
254
Central Trust Company
Missouri
$19K -$5.16K -300 -21%
AIM
255
Anchor Investment Management
South Carolina
$14.1K -$2.64K -150 -16%
Simplex Trading
256
Simplex Trading
Illinois
$14K +$14K +822 New
CMBA
257
C.M. Bidwell & Associates
Hawaii
$11K +$53 +3 +0.5%
CFD
258
Creative Financial Designs
Indiana
$10K -$1.27K -69 -11%
DBT
259
Dubuque Bank & Trust
Iowa
$10K – – –
MDCM
260
Morgan Dempsey Capital Management
Wisconsin
$9.14K -$102K -5,781 -92%
SWA
261
Sutton Wealth Advisors
Florida
$8.56K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$8K +$6.24K +372 +354%
ML
263
McAdam LLC
Pennsylvania
$8K +$8K +435 New
AIA
264
Armor Investment Advisors
North Carolina
$7K – – –
ME
265
McIlrath & Eck
Washington
$6K -$964 -54 -14%
PA
266
Parallel Advisors
California
$6K – – –
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
MFW
268
Mosaic Family Wealth
Missouri
$6K +$1.72K +99 +40%
CC
269
Cassaday & Co
Virginia
$5K +$5K +300 New
LFG
270
LifePlan Financial Group
Ohio
$5K +$5K +312 New
SBL
271
Sargent Bickham Lagudis
Colorado
$4K +$4K +207 New
HS
272
Horan Securities
United States
$4K +$4K +210 New
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +240 New
Deutsche Bank
274
Deutsche Bank
Germany
$3K +$3K +204 New
VNA
275
Valley National Advisers
Pennsylvania
$2K – – –
9 10
11
12 13