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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 %
HDIM
276
Hanson & Doremus Investment Management
Vermont
$29K -$44.9K -2,406 -61%
LFG
277
LifePlan Financial Group
Ohio
$18K +$12.1K +636 +204%
RCA
278
Rowland Carmichael Advisors
Arizona
$16K – – –
HI
279
Hudock Inc
Pennsylvania
$16K +$16K +900 New
NC
280
NewSquare Capital
Pennsylvania
$15K – – –
SPIA
281
Steward Partners Investment Advisory
New York
$15K +$14.4K +750 +2,273%
WC
282
Westwind Capital
New Mexico
$14K +$14K +765 New
CFD
283
Creative Financial Designs
Indiana
$10K – – –
CMBA
284
C.M. Bidwell & Associates
Hawaii
$10K +$57 +3 +0.6%
SWA
285
Sutton Wealth Advisors
Florida
$9.09K – – –
ML
286
McAdam LLC
Pennsylvania
$9K +$471 +24 +6%
AIA
287
Armor Investment Advisors
North Carolina
$7K – – –
SWP
288
Stratos Wealth Partners
Ohio
$7K +$7K +354 New
SIS
289
Sound Income Strategies
Florida
$7K +$7K +357 New
Simplex Trading
290
Simplex Trading
Illinois
$7K +$7K +399 New
AIM
291
Anchor Investment Management
South Carolina
$6.56K -$2.8K -150 -30%
William Blair & Company
292
William Blair & Company
Illinois
$6K -$58 -3 -1%
TDC
293
Thompson Davis & Co
Virginia
$6K – – –
ME
294
McIlrath & Eck
Washington
$6K – – –
BAMG
295
Brand Asset Management Group
Missouri
$5K -$872 -45 -15%
RWA
296
River Wealth Advisors
Pennsylvania
$5K +$5K +252 New
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
MFW
298
Mosaic Family Wealth
Missouri
$2K -$3.9K -228 -66%
VNA
299
Valley National Advisers
Pennsylvania
$2K – – –
PG
300
Patten Group
Tennessee
$2K – – –
9 10 11
12
13