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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
41
Increased
77
Reduced
37
Closed
15
Calls
$8K
Puts
$293K
Net Calls
-$285K
Net Calls Change
+$130K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$399M
2
Betterment LLC
2
Betterment LLC
New York
$27.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.5M
4
ACM
4
Avalon Capital Management
California
$7.63M
5
AI
5
Atria Investments
North Carolina
$7.45M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
PV
3
Private Vista
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
GAM
5
Gemmer Asset Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
51
Managed Account Services
Florida
$1.78M +$1.78M +111,228 New
SFSG
52
Stearns Financial Services Group
North Carolina
$1.68M +$53.8K +3,354 +3%
KLI
53
Kelman-Lazarov Inc
Tennessee
$1.65M +$69.4K +4,332 +4%
FWM
54
Frontier Wealth Management
Missouri
$1.61M -$201K -12,534 -11%
AWMG
55
Alliance Wealth Management Group
New Jersey
$1.53M +$277K +17,268 +22%
TIM
56
Total Investment Management
Arizona
$1.46M +$1.46M +91,146 New
SI
57
SII Investments
Wisconsin
$1.46M +$93.7K +5,838 +7%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$1.44M +$418K +26,070 +41%
TRCT
59
Tower Research Capital (TRC)
New York
$1.44M +$1.44M +89,520 New
TF
60
Trutina Financial
Washington
$1.43M +$162K +10,092 +13%
WI
61
WrapManager Inc
California
$1.42M +$1.42M +88,647 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.39M +$439K +27,372 +46%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$1.39M -$14.6K -909 -1%
LCC
64
Lincoln Capital Corp
Rhode Island
$1.38M +$1.38M +86,325 New
CIAS
65
Capital Investment Advisory Services
North Carolina
$1.38M +$1.38M +86,013 New
BC
66
Bartlett & Co
Ohio
$1.37M +$35.1K +2,187 +3%
CAM
67
Concorde Asset Management
Michigan
$1.3M -$141K -8,793 -10%
CCA
68
Clearwater Capital Advisors
Illinois
$1.29M +$35.6K +2,208 +3%
BWA
69
BlueSky Wealth Advisors
North Carolina
$1.22M +$1.22M +76,035 New
CG
70
Colony Group
Massachusetts
$1.15M -$26.3K -1,638 -2%
AWS
71
AJ Wealth Strategies
New York
$1.13M +$1.13M +70,188 New
HSA
72
HBK Sorce Advisory
Pennsylvania
$1.1M +$452K +28,203 +70%
SC
73
Savant Capital
Illinois
$1.09M +$34.4K +2,145 +3%
TCM
74
Tradewinds Capital Management
Washington
$1.07M -$1.19M -74,274 -53%
MAM
75
Marquette Asset Management
Minnesota
$1.04M +$71.4K +4,452 +7%
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