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SCHV

Schwab US Large-Cap Value ETF

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 58

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $1.29B → $1.52B (+$228M)

13.04% more ownership

Funds ownership: 111.21%124.25% (+13%)

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.31%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
Net Calls
+$943K
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$8.15M +$1.2M +70,920 +18%
SFG
27
Sage Financial Group
Pennsylvania
$8.11M +$160K +9,438 +2%
GIA
28
GHP Investment Advisors
Colorado
$7.79M +$224K +13,257 +3%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$7.58M -$5.54K -327 -0.1%
Wells Fargo
30
Wells Fargo
California
$7.32M +$467K +27,561 +7%
AI
31
Atria Investments
North Carolina
$7.05M +$986K +58,248 +17%
IAS
32
IMA Advisory Services
Colorado
$6.83M +$971K +57,339 +17%
NFG
33
Nadler Financial Group
Illinois
$6.49M +$353K +20,868 +6%
PCM
34
Peak Capital Management
Colorado
$6.29M +$1.06M +62,490 +21%
FWP
35
FAS Wealth Partners
Kansas
$5.92M +$239K +14,145 +4%
Ameriprise
36
Ameriprise
Minnesota
$5.92M +$1.25M +73,656 +29%
Betterment LLC
37
Betterment LLC
New York
$5.38M -$3.16M -186,381 -37%
Mariner
38
Mariner
Kansas
$5.36M +$163K +9,630 +3%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$5.32M +$73.6K +4,350 +1%
SFA
40
Sequoia Financial Advisors
Ohio
$5M +$299K +17,676 +6%
YMRC
41
Yorktown Management & Research Company
Virginia
$4.66M +$2.03M +120,000 +80%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.56M +$590K +34,824 +15%
MIAN
43
Mariner Independent Advisor Network
Kansas
$4.47M -$44.7K -2,640 -1%
Jane Street
44
Jane Street
New York
$4.37M -$3.74M -220,803 -47%
BCI
45
Brinker Capital Investments
Pennsylvania
$3.71M +$619K +36,561 +21%
PV
46
Private Vista
Illinois
$3.66M -$148K -8,745 -4%
CCM
47
Condor Capital Management
New Jersey
$3.25M +$237K +14,025 +8%
PMG
48
ProVise Management Group
Florida
$3.24M +$95.7K +5,655 +3%
EA
49
Edge Advisors
Georgia
$3.05M +$1.03M +60,681 +52%
NSAM
50
North Star Asset Management
Wisconsin
$3.02M +$508K +29,985 +21%

SCHV Hedge Fund Activity: Q3 2017 in Review

213 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2017, worth a combined $1.52B — up 18% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCHV positions and 10 closed out — a net gain of 6 holders — while 107 added to existing stakes and 58 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $101M. The largest seller was Guidant Wealth Advisors, exiting entirely with an estimated $4.58M sold.

  • 213 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2017, up from 208 in Q2 2017.
  • Funds reported $1.52B of Schwab US Large-Cap Value ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 16 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $101M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2017 was Guidant Wealth Advisors, an estimated $4.58M sold.

Based on aggregated 13F filings for Q3 2017.