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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
301
Elmwood Wealth Management
California
$1.26K -$8.17K -429 -87%
BC
302
Barnett & Company
Tennessee
$1K – – –
JPMorgan Chase & Co
303
JPMorgan Chase & Co
New York
$1K – – –
SIM
304
Sonora Investment Management
Arizona
$1K – – –
TL
305
TrueWealth LLC
Georgia
$1K – – –
MCM
306
Mainstay Capital Management
Michigan
$1K – – –
FRA
307
Front Row Advisors
California
$152 – +6 +0.1%
DDPOM
308
Delta Dental Plan of Michigan
Michigan
– -$18.2M -1,028,391 Closed
NWM
309
Northwest Wealth Management
Iowa
– -$140K -7,890 Closed
CF
310
Centaurus Financial
California
– -$128K -7,221 Closed
KCPG
311
Kavar Capital Partners Group
Kansas
– -$118K -6,636 Closed
EA
312
Efficient Advisors
Ohio
– -$83K -4,698 Closed
PFA
313
Pathway Financial Advisors
Vermont
– -$70K -3,951 Closed
BCA
314
Bay Colony Advisors
Massachusetts
– -$45K -2,532 Closed
GBBWRPM
315
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$32K -1,806 Closed
MDCM
316
Morgan Dempsey Capital Management
Wisconsin
– -$9K -519 Closed
CCM
317
Covington Capital Management
California
– -$3K -171 Closed
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