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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 %
PAI
251
Pittenger & Anderson Inc
Nebraska
$48K – – –
AF
252
Allworth Financial
California
$46K -$61.1K -3,456 -57%
BCA
253
Bay Colony Advisors
Massachusetts
$45K +$45K +2,532 New
PMFA
254
Plante Moran Financial Advisors
Michigan
$40K – – –
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
GBBWRPM
256
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K – – –
UBS AM
257
UBS AM
Illinois
$30.3K – – –
JWA
258
JFS Wealth Advisors
Pennsylvania
$28K – – –
NC
259
NewSquare Capital
Pennsylvania
$15K +$15K +828 New
RCA
260
Rowland Carmichael Advisors
Arizona
$15K +$15K +855 New
CFD
261
Creative Financial Designs
Indiana
$10K – – –
CMBA
262
C.M. Bidwell & Associates
Hawaii
$9K -$1.87K -108 -17%
MDCM
263
Morgan Dempsey Capital Management
Wisconsin
$9K – – –
AIM
264
Anchor Investment Management
South Carolina
$8.87K -$5.31K -300 -37%
EWM
265
Elmwood Wealth Management
California
$8.77K +$8.77K +495 New
SWA
266
Sutton Wealth Advisors
Florida
$8.61K – – –
ML
267
McAdam LLC
Pennsylvania
$8K – – –
NDSI
268
Newman Dignan & Sheerar Inc
Rhode Island
$7.45K -$65 -3,696 -0.9%
AIA
269
Armor Investment Advisors
North Carolina
$7K – – –
William Blair & Company
270
William Blair & Company
Illinois
$6K -$39.5K -2,073 -87%
MFW
271
Mosaic Family Wealth
Missouri
$6K – – –
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
LFG
273
LifePlan Financial Group
Ohio
$6K – – –
ME
274
McIlrath & Eck
Washington
$6K – – –
TDC
275
Thompson Davis & Co
Virginia
$6K +$6K +330 New
9 10
11
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