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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 %
PA
276
Parallel Advisors
California
$5K – – –
BAMG
277
Brand Asset Management Group
Missouri
$5K +$5K +303 New
PMG
278
ProVise Management Group
Florida
$4.53K -$567 -31,998 -11%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
CCM
280
Covington Capital Management
California
$3K +$3K +171 New
VNA
281
Valley National Advisers
Pennsylvania
$2K – – –
PG
282
Patten Group
Tennessee
$2K – – –
TL
283
TrueWealth LLC
Georgia
$1K – – –
JPMorgan Chase & Co
284
JPMorgan Chase & Co
New York
$1K – – –
SIM
285
Sonora Investment Management
Arizona
$1K – – –
MCM
286
Mainstay Capital Management
Michigan
$1K – – –
SPIA
287
Steward Partners Investment Advisory
New York
$1K +$1K +33 New
BC
288
Barnett & Company
Tennessee
$1K +$1K +60 New
FRA
289
Front Row Advisors
California
$161 – +3 +0%
Citadel Advisors
290
Citadel Advisors
Florida
– -$2.02M -114,405 Closed
FA
291
FDx Advisors
Illinois
– -$674K -38,247 Closed
FMWA
292
Forvis Mazars Wealth Advisors
Missouri
– -$504K -28,635 Closed
F
293
F3Logic
Minnesota
– -$393K -22,278 Closed
LRPA
294
L. Roy Papp & Associates
Arizona
– -$388K -22,038 Closed
SWP
295
Stratos Wealth Partners
Ohio
– -$264K -14,967 Closed
BCP
296
Blackhawk Capital Partners
Wisconsin
– -$220K -12,501 Closed
MI
297
Moneywise Inc
Virginia
– -$174K -9,876 Closed
MCWS
298
McKinley Carter Wealth Services
West Virginia
– -$105K -5,940 Closed
RCG
299
Ruggie Capital Group
Florida
– -$100K -5,694 Closed
FCAG
300
First Capital Advisors Group
New Jersey
– -$98K -5,577 Closed
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