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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$11.4M +$881K +50,019 +8%
OCM
27
One Capital Management
California
$11.4M +$48.5K +2,754 +0.4%
Morgan Stanley
28
Morgan Stanley
New York
$10.4M +$4.58M +260,049 +78%
HA
29
Harborview Advisors
Maine
$9.65M -$190K -10,776 -2%
SFG
30
Sage Financial Group
Pennsylvania
$9.53M +$174K +9,900 +2%
DP
31
Denver PWM
Colorado
$9.05M -$56.8K -3,147 -0.6%
AG
32
Appleton Group
Wisconsin
$9.04M +$456K +25,911 +5%
OA
33
Opes Advisors
California
$8.66M -$4.17K -237 -0%
GIA
34
GHP Investment Advisors
Colorado
$8.53M +$333K +18,933 +4%
CAN
35
Cetera Advisor Networks
California
$8.4M +$64.6K +3,669 +0.8%
Ameriprise
36
Ameriprise
Minnesota
$7.91M +$346K +19,599 +5%
Jane Street
37
Jane Street
New York
$7.84M +$1.22M +69,438 +18%
TPW
38
Tiller Private Wealth
Pennsylvania
$7.72M +$7.72M +438,288 New
Wells Fargo
39
Wells Fargo
California
$7.71M +$68.8K +3,906 +0.9%
NFG
40
Nadler Financial Group
Illinois
$7.67M +$779K +44,256 +11%
NDSI
41
Newman Dignan & Sheerar Inc
Rhode Island
$7.54M -$131K -7,380 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$6.47M +$2.43M +138,012 +60%
FWP
43
FAS Wealth Partners
Kansas
$6.38M +$17K +966 +0.3%
RRC
44
Relaxing Retirement Coach
Massachusetts
$6.07M -$4.81M -272,733 -44%
PP
45
PrairieView Partners
Minnesota
$6.01M -$15.6K -888 -0.3%
PCM
46
Peak Capital Management
Colorado
$5.95M -$466K -26,457 -7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$5.86M +$129K +7,308 +2%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$5.57M +$41.1K +2,331 +0.7%
IAS
49
IMA Advisory Services
Colorado
$5.08M -$919K -52,188 -15%
LCC
50
Lincoln Capital Corp
Rhode Island
$5.07M +$2.09M +118,548 +70%
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