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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 %
PG
276
Patten Group
Tennessee
$2K – – –
SIM
277
Sonora Investment Management
Arizona
$1.06K – – –
TL
278
TrueWealth LLC
Georgia
$1K – – –
JPMorgan Chase & Co
279
JPMorgan Chase & Co
New York
$1K +$208 +15 +26%
CAL
280
Capital Analysts LLC
Pennsylvania
$1K +$1K +36 New
FFA
281
First Foundation Advisors
California
– -$11.4M -623,985 Closed
WI
282
WrapManager Inc
California
– -$3.02M -165,519 Closed
SI
283
SII Investments
Wisconsin
– -$2.03M -111,075 Closed
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
– -$1.05M -57,504 Closed
SCCM
285
Schafer Cullen Capital Management
New York
– -$835K -45,798 Closed
Wolverine Trading
286
Wolverine Trading
Illinois
– -$820K -44,973 Closed
ACM
287
Avalon Capital Management
California
– -$724K -39,741 Closed
DY
288
Dowling & Yahnke
California
– -$651K -35,697 Closed
PAG
289
Pinnacle Advisory Group
Maryland
– -$551K -30,258 Closed
PSF
290
Pacific Sun Financial
California
– -$422K -23,154 Closed
WAAG
291
Wealth Alliance Advisory Group
Kansas
– -$418K -22,953 Closed
ZIC
292
ZWJ Investment Counsel
Georgia
– -$345K -18,933 Closed
ACP
293
Arcus Capital Partners
Georgia
– -$304K -16,662 Closed
VDI
294
Vaughan David Investments
Illinois
– -$240K -13,167 Closed
CA
295
Cambridge Advisors
Nebraska
– -$200K -10,986 Closed
KJWM
296
Kiley Juergens Wealth Management
Washington
– -$140K -7,704 Closed
Chevy Chase Trust
297
Chevy Chase Trust
Maryland
– -$105K -6,525 Closed
FAAS
298
First Allied Advisory Services
California
– -$113K -6,201 Closed
WA
299
Winfield Associates
Ohio
– -$87K -4,722 Closed
RFC
300
Regions Financial Corp
Alabama
– -$83K -4,578 Closed
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