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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 %
EWM
251
Edge Wealth Management
New York
$154K -$17.4K -930 -10%
EK
252
Evensky & Katz
Florida
$154K +$1.68K +90 +1%
MWPCG
253
Measured Wealth Private Client Group
New Hampshire
$153K +$153K +8,172 New
KJWM
254
Kiley Juergens Wealth Management
Washington
$145K +$948 +51 +0.7%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$130K -$5.87K -315 -4%
TCM
256
Tradewinds Capital Management
Washington
$114K +$503 +27 +0.4%
SA
257
SRH Advisors
Kansas
$113K +$225 +12 +0.2%
IF
258
Ironwood Financial
Arizona
$109K – – –
YWP
259
YorkBridge Wealth Partners
New York
$90K – – –
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$89K -$78.6K -4,164 -47%
JWA
261
JFS Wealth Advisors
Pennsylvania
$87K +$57.1K +3,072 +191%
CPIG
262
Chicago Partners Investment Group
Illinois
$84K +$1.2K +69 +1%
TAIM
263
TD Ameritrade Investment Management
Nebraska
$80K +$13.5K +720 +20%
TIM
264
Tortoise Investment Management
New York
$79K +$15.1K +810 +24%
BCM
265
Blume Capital Management
California
$75K – – –
FHA
266
First Horizon Advisors
Tennessee
$73K -$1.45K -78 -2%
PA
267
Parallel Advisors
California
$67K +$60.9K +3,276 +1,002%
BWA
268
BDO Wealth Advisors
Florida
$62K – – –
PMFA
269
Plante Moran Financial Advisors
Michigan
$52K +$9.66K +513 +23%
PAI
270
Pittenger & Anderson Inc
Nebraska
$51K – – –
RCG
271
Ruggie Capital Group
Florida
$50K +$50K +2,664 New
AF
272
Allworth Financial
California
$49K – – –
PO
273
Private Ocean
California
$45K +$45K +2,406 New
MSFP
274
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
UBS AM
275
UBS AM
Illinois
$32K – – –
9 10
11
12 13