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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$11.8M -$398K -21,822 -3%
FFA
27
First Foundation Advisors
California
$11.4M +$11.4M +623,985 New
RRC
28
Relaxing Retirement Coach
Massachusetts
$11.3M +$11.3M +617,439 New
UCFA
29
United Capital Financial Advisors
Texas
$11.2M +$160K +8,769 +1%
RRWA
30
Rainey & Randall Wealth Advisors
Florida
$10.9M +$10.9M +600,018 New
HA
31
Harborview Advisors
Maine
$10.2M +$10.2M +558,747 New
SFG
32
Sage Financial Group
Pennsylvania
$9.68M +$1.12M +61,611 +13%
DP
33
Denver PWM
Colorado
$9.18M -$240K -13,176 -3%
OA
34
Opes Advisors
California
$8.96M +$282K +15,483 +3%
AG
35
Appleton Group
Wisconsin
$8.88M +$269K +14,784 +3%
CAN
36
Cetera Advisor Networks
California
$8.64M +$40.4K +2,214 +0.5%
GIA
37
GHP Investment Advisors
Colorado
$8.48M +$256K +14,028 +3%
Wells Fargo
38
Wells Fargo
California
$7.9M +$174K +9,567 +2%
NDSI
39
Newman Dignan & Sheerar Inc
Rhode Island
$7.87M -$133K -7,278 -2%
Ameriprise
40
Ameriprise
Minnesota
$7.81M +$1.82M +99,984 +30%
NFG
41
Nadler Financial Group
Illinois
$7.13M +$286K +15,687 +4%
Jane Street
42
Jane Street
New York
$6.85M +$2.23M +122,568 +48%
FWP
43
FAS Wealth Partners
Kansas
$6.59M +$341K +18,696 +5%
PCM
44
Peak Capital Management
Colorado
$6.29M – – –
PP
45
PrairieView Partners
Minnesota
$6.23M +$6.23M +341,967 New
IAS
46
IMA Advisory Services
Colorado
$6.21M -$996K -54,639 -14%
Morgan Stanley
47
Morgan Stanley
New York
$6.05M -$5.7M -312,630 -49%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.93M +$1.12M +61,233 +23%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$5.72M +$112K +6,135 +2%
SFA
50
Sequoia Financial Advisors
Ohio
$5.22M -$56.3K -3,087 -1%
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