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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$11.5M +$49.4K +2,790 +0.4%
TPW
27
Tiller Private Wealth
Pennsylvania
$9.99M +$2.22M +125,604 +29%
HA
28
Harborview Advisors
Maine
$9.97M +$270K +15,276 +3%
SFG
29
Sage Financial Group
Pennsylvania
$9.63M +$50.1K +2,829 +0.5%
Morgan Stanley
30
Morgan Stanley
New York
$9.41M -$1.06M -60,135 -10%
Ameriprise
31
Ameriprise
Minnesota
$9.36M +$1.41M +79,728 +18%
NFG
32
Nadler Financial Group
Illinois
$9.08M +$1.37M +77,175 +18%
OA
33
Opes Advisors
California
$9.05M +$347K +19,608 +4%
GIA
34
GHP Investment Advisors
Colorado
$8.99M +$413K +23,319 +5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.6M +$2.71M +152,892 +46%
Wells Fargo
36
Wells Fargo
California
$8.05M +$307K +17,349 +4%
KLI
37
Kelman-Lazarov Inc
Tennessee
$7.85M +$4.67M +263,571 +147%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$7.3M +$792K +44,739 +12%
Jane Street
39
Jane Street
New York
$7.06M -$827K -46,692 -10%
CAN
40
Cetera Advisor Networks
California
$6.81M -$1.66M -93,372 -20%
FWP
41
FAS Wealth Partners
Kansas
$6.73M +$313K +17,703 +5%
PCM
42
Peak Capital Management
Colorado
$6.46M +$483K +27,303 +8%
PP
43
PrairieView Partners
Minnesota
$6.14M +$105K +5,910 +2%
MFT
44
Moisand Fitzgerald Tamayo
Florida
$5.85M +$253K +14,262 +5%
ACG
45
Allen Capital Group
Nebraska
$5.63M +$2.08M +117,693 +59%
FAAS
46
First Allied Advisory Services
California
$5.38M +$5.38M +304,392 New
MIAN
47
Mariner Independent Advisor Network
Kansas
$5.19M +$184K +10,383 +4%
CM
48
Columbus Macro
Pennsylvania
$5.09M +$5.09M +287,355 New
SFA
49
Sequoia Financial Advisors
Ohio
$4.96M +$4.73K +267 +0.1%
RWM
50
RKL Wealth Management
Pennsylvania
$4.88M +$740K +41,805 +18%
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