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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 %
IIC
301
Integrated Investment Consultants
Michigan
– -$82K -4,647 Closed
CAGAS
302
Capital Advisory Group Advisory Services
Minnesota
– -$30K -1,743 Closed
ACM
303
Armbruster Capital Management
New York
– -$26K -1,485 Closed
CTC
304
Central Trust Company
Missouri
– -$19K -1,104 Closed
Simplex Trading
305
Simplex Trading
Illinois
– -$14K -822 Closed
DBT
306
Dubuque Bank & Trust
Iowa
– -$10K -555 Closed
CC
307
Cassaday & Co
Virginia
– -$5K -300 Closed
HS
308
Horan Securities
United States
– -$4K -210 Closed
SBL
309
Sargent Bickham Lagudis
Colorado
– -$4K -207 Closed
Deutsche Bank
310
Deutsche Bank
Germany
– -$3K -204 Closed
CAL
311
Capital Analysts LLC
Pennsylvania
– -$1K -36 Closed
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