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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
41
Increased
77
Reduced
37
Closed
15
Calls
$8K
Puts
$293K
Net Calls
-$285K
Net Calls Change
+$130K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$399M
2
Betterment LLC
2
Betterment LLC
New York
$27.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.5M
4
ACM
4
Avalon Capital Management
California
$7.63M
5
AI
5
Atria Investments
North Carolina
$7.45M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
PV
3
Private Vista
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
GAM
5
Gemmer Asset Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
26
IMA Advisory Services
Colorado
$6.22M -$353K -22,035 -5%
GIA
27
GHP Investment Advisors
Colorado
$6.16M +$393K +24,525 +7%
UBS Group
28
UBS Group
Switzerland
$6.09M +$3.19M +199,023 +110%
Bank of America
29
Bank of America
North Carolina
$6.07M +$2.98M +186,030 +97%
MFT
30
Moisand Fitzgerald Tamayo
Florida
$5.05M -$186K -11,628 -4%
PFG
31
Piershale Financial Group
Illinois
$4.91M +$4.91M +306,069 New
NFG
32
Nadler Financial Group
Illinois
$4.86M +$240K +14,943 +5%
CAN
33
Cetera Advisor Networks
California
$4.62M -$983K -61,314 -18%
Mariner
34
Mariner
Kansas
$4.53M +$1.11M +69,483 +33%
MA
35
MUFG Americas
New York
$4.42M +$468K +29,163 +12%
Wells Fargo
36
Wells Fargo
California
$4.27M +$49.2K +3,072 +1%
PMG
37
ProVise Management Group
Florida
$4.08M +$1.64M +102,759 +67%
FWP
38
FAS Wealth Partners
Kansas
$3.78M +$422K +26,319 +13%
PAG
39
Pinnacle Advisory Group
Maryland
$3.62M -$37.2K -2,322 -1%
CMP
40
Courage Miller Partners
Virginia
$3.53M -$78.7K -4,908 -2%
GWA
41
Guidant Wealth Advisors
Illinois
$3.44M +$2.36M +146,529 +220%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.9M +$2.9M +181,095 New
SFA
43
Sequoia Financial Advisors
Ohio
$2.77M -$211K -13,146 -7%
BCI
44
Brinker Capital Investments
Pennsylvania
$2.75M +$129K +8,067 +5%
CCM
45
Condor Capital Management
New Jersey
$2.7M +$34.1K +2,127 +1%
STMM
46
South Texas Money Management
Texas
$2.66M -$140K -8,751 -5%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$1.98M +$262K +16,332 +15%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.92M +$391K +24,372 +26%
Creative Planning
49
Creative Planning
Kansas
$1.86M +$1.13M +70,254 +153%
EA
50
Edge Advisors
Georgia
$1.85M +$1.85M +115,164 New
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