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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

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
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
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

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$616M
2
Bank of America
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
INVST
Indiana
$10.9M
5
MA
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
Jane Street
New York
$4.37M
3
Betterment LLC
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$293K
5
NPC
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$8.15M +$1.23M +70,920 +18%
SFG
27
Sage Financial Group
Pennsylvania
$8.11M +$163K +9,438 +2%
GIA
28
GHP Investment Advisors
Colorado
$7.79M +$229K +13,257 +3%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$7.58M -$5.65K -327 -0.1%
Wells Fargo
30
Wells Fargo
California
$7.32M +$476K +27,561 +7%
AI
31
Atria Investments
North Carolina
$7.05M +$1.01M +58,248 +17%
IAS
32
IMA Advisory Services
Colorado
$6.83M +$990K +57,339 +17%
NFG
33
Nadler Financial Group
Illinois
$6.49M +$360K +20,868 +6%
PCM
34
Peak Capital Management
Colorado
$6.29M +$1.08M +62,490 +21%
FWP
35
FAS Wealth Partners
Kansas
$5.92M +$244K +14,145 +4%
Ameriprise
36
Ameriprise
Minnesota
$5.92M +$1.32M +73,656 +29%
Betterment LLC
37
Betterment LLC
New York
$5.38M -$3.22M -186,381 -37%
Mariner
38
Mariner
Kansas
$5.36M +$166K +9,630 +3%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$5.32M +$75.1K +4,350 +1%
SFA
40
Sequoia Financial Advisors
Ohio
$5M +$305K +17,676 +6%
YMRC
41
Yorktown Management & Research Company
Virginia
$4.66M +$2.07M +120,000 +80%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.56M +$602K +34,824 +15%
MIAN
43
Mariner Independent Advisor Network
Kansas
$4.47M -$45.6K -2,640 -1%
Jane Street
44
Jane Street
New York
$4.37M -$3.81M -220,803 -47%
BCI
45
Brinker Capital Investments
Pennsylvania
$3.71M +$632K +36,561 +21%
PV
46
Private Vista
Illinois
$3.66M -$151K -8,745 -4%
CCM
47
Condor Capital Management
New Jersey
$3.25M +$242K +14,025 +8%
PMG
48
ProVise Management Group
Florida
$3.24M +$97.7K +5,655 +3%
EA
49
Edge Advisors
Georgia
$3.05M +$1.05M +60,681 +52%
NSAM
50
North Star Asset Management
Wisconsin
$3.02M +$518K +29,985 +21%
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