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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$6.32M +$1.54M +92,940 +32%
MG
27
Mather Group
Illinois
$5.76M +$4.91M +296,661 +580%
IAS
28
IMA Advisory Services
Colorado
$5.73M -$697K -42,102 -11%
NFG
29
Nadler Financial Group
Illinois
$5.55M +$530K +32,007 +11%
FWP
30
FAS Wealth Partners
Kansas
$5.02M +$1.12M +67,647 +29%
Mariner
31
Mariner
Kansas
$4.87M +$195K +11,772 +4%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$4.87M -$345K -20,823 -7%
MA
33
MUFG Americas
New York
$4.69M +$116K +7,011 +3%
UBS Group
34
UBS Group
Switzerland
$4.39M -$1.91M -115,113 -30%
SFA
35
Sequoia Financial Advisors
Ohio
$4.32M +$1.45M +87,774 +51%
GWA
36
Guidant Wealth Advisors
Illinois
$4.22M +$707K +42,885 +20%
PMG
37
ProVise Management Group
Florida
$4.08M -$165K -9,933 -4%
PV
38
Private Vista
Illinois
$3.73M +$3.73M +225,072 New
TCM
39
Tradewinds Capital Management
Washington
$2.92M +$1.82M +109,701 +165%
BCI
40
Brinker Capital Investments
Pennsylvania
$2.91M +$75.4K +4,554 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.86M +$879K +53,091 +44%
CCM
42
Condor Capital Management
New Jersey
$2.78M -$11.6K -699 -0.4%
ICOA
43
Investment Centers of America
North Dakota
$2.69M +$2.44M +147,366 +992%
STMM
44
South Texas Money Management
Texas
$2.68M -$70.7K -4,272 -3%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$2.68M +$1.19M +72,153 +81%
CMP
46
Courage Miller Partners
Virginia
$2.52M -$1.12M -67,824 -31%
YMRC
47
Yorktown Management & Research Company
Virginia
$2.48M +$1.99M +120,000 +400%
Ameriprise
48
Ameriprise
Minnesota
$2.31M +$1.37M +83,388 +146%
SC
49
Savant Capital
Illinois
$2.2M +$1.08M +65,082 +96%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.15M -$846K -51,096 -28%
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