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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$94.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$26.4M
4
MG
Mather Group
Illinois
$11.2M
5
MIAN
Mariner Independent Advisor Network
Kansas
$4.38M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$114M
2
AA
Apriem Advisors
California
$8.02M
3
Betterment LLC
Betterment LLC
New York
$8.33M
4
Bank of America
Bank of America
North Carolina
$21.6M
5
TCM
Tradewinds Capital Management
Washington
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$7.35M -$76.6K -4,578 -1%
GIA
27
GHP Investment Advisors
Colorado
$7.33M +$586K +35,010 +9%
CAN
28
Cetera Advisor Networks
California
$6.7M +$322K +19,251 +5%
Wells Fargo
29
Wells Fargo
California
$6.63M -$274K -16,362 -4%
NFG
30
Nadler Financial Group
Illinois
$5.93M +$326K +19,503 +6%
AI
31
Atria Investments
North Carolina
$5.86M -$1.23M -73,647 -17%
IAS
32
IMA Advisory Services
Colorado
$5.66M -$132K -7,911 -2%
FWP
33
FAS Wealth Partners
Kansas
$5.5M +$424K +25,341 +8%
MA
34
MUFG Americas
New York
$5.44M +$709K +42,345 +15%
I
35
INVST
Indiana
$5.44M +$5.44M +328,248 New
MFT
36
Moisand Fitzgerald Tamayo
Florida
$5.08M +$154K +9,225 +3%
PCM
37
Peak Capital Management
Colorado
$5.05M +$5.05M +301,467 New
Mariner
38
Mariner
Kansas
$5.03M +$102K +6,078 +2%
GWA
39
Guidant Wealth Advisors
Illinois
$4.58M +$293K +17,502 +7%
SFA
40
Sequoia Financial Advisors
Ohio
$4.55M +$187K +11,184 +4%
MIAN
41
Mariner Independent Advisor Network
Kansas
$4.38M +$4.38M +261,591 New
Ameriprise
42
Ameriprise
Minnesota
$4.27M +$1.92M +114,930 +82%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$3.84M +$942K +56,301 +33%
PV
44
Private Vista
Illinois
$3.7M -$78.1K -4,650 -2%
PMG
45
ProVise Management Group
Florida
$3.04M -$1.08M -64,335 -26%
BCI
46
Brinker Capital Investments
Pennsylvania
$2.98M +$36K +2,151 +1%
CCM
47
Condor Capital Management
New Jersey
$2.92M +$107K +6,384 +4%
ICOA
48
Investment Centers of America
North Dakota
$2.76M +$44.7K +2,670 +2%
NPC
49
National Planning Corporation
California
$2.74M +$1.05M +62,682 +63%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$2.72M +$15.4K +918 +0.6%
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