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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$12.5M +$128K +6,870 +1%
OCM
27
One Capital Management
California
$12.1M -$78.5K -4,197 -0.6%
TPW
28
Tiller Private Wealth
Pennsylvania
$11.9M +$1.32M +70,434 +12%
KLI
29
Kelman-Lazarov Inc
Tennessee
$10.8M +$2.5M +133,755 +30%
SFG
30
Sage Financial Group
Pennsylvania
$10.2M +$60.3K +3,225 +0.6%
GIA
31
GHP Investment Advisors
Colorado
$10.1M +$630K +33,696 +7%
AG
32
Appleton Group
Wisconsin
$9.97M +$9.52M +509,406 +2,126%
NFG
33
Nadler Financial Group
Illinois
$9.95M +$364K +19,476 +4%
Ameriprise
34
Ameriprise
Minnesota
$9.93M +$115K +6,186 +1%
Morgan Stanley
35
Morgan Stanley
New York
$9.77M -$171K -9,147 -2%
HA
36
Harborview Advisors
Maine
$9.65M -$875K -46,833 -8%
OA
37
Opes Advisors
California
$9.51M -$38.7K -2,070 -0.4%
DP
38
Denver PWM
Colorado
$9.35M +$9.35M +517,350 New
Wells Fargo
39
Wells Fargo
California
$9.32M +$812K +43,458 +10%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$9.28M +$205K +10,959 +2%
PCM
41
Peak Capital Management
Colorado
$8.72M +$2.14M +118,818 +33%
CAN
42
Cetera Advisor Networks
California
$8.71M +$1.54M +82,242 +21%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$8.42M +$713K +38,151 +9%
NDSI
44
Newman Dignan & Sheerar Inc
Rhode Island
$7.96M +$82.6K +4,413 +1%
FWP
45
FAS Wealth Partners
Kansas
$7.85M +$740K +39,564 +10%
PP
46
PrairieView Partners
Minnesota
$6.48M -$9.03K -483 -0.1%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$6.33M +$154K +8,256 +2%
ACG
48
Allen Capital Group
Nebraska
$5.75M -$193K -10,326 -3%
MIAN
49
Mariner Independent Advisor Network
Kansas
$5.63M +$149K +7,977 +3%
FAAS
50
First Allied Advisory Services
California
$5.58M -$99.6K -5,334 -2%
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