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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$2.03M -$15.6K -939 -0.8%
EA
52
Edge Advisors
Georgia
$1.92M +$8.74K +528 +0.5%
SFSG
53
Stearns Financial Services Group
North Carolina
$1.85M +$117K +7,056 +7%
KLI
54
Kelman-Lazarov Inc
Tennessee
$1.8M +$93.1K +5,619 +5%
MAS
55
Managed Account Services
Florida
$1.79M -$55.2K -3,333 -3%
Creative Planning
56
Creative Planning
Kansas
$1.75M -$171K -10,329 -9%
NPC
57
National Planning Corporation
California
$1.65M +$1.65M +99,879 New
SI
58
SII Investments
Wisconsin
$1.59M +$89.5K +5,406 +6%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.58M +$620K +37,407 +64%
PAG
60
Pinnacle Advisory Group
Maryland
$1.52M -$2.21M -133,464 -59%
FWM
61
Frontier Wealth Management
Missouri
$1.49M -$178K -10,779 -11%
BC
62
Bartlett & Co
Ohio
$1.46M +$46.1K +2,787 +3%
CCA
63
Clearwater Capital Advisors
Illinois
$1.42M +$105K +6,357 +8%
CIAS
64
Capital Investment Advisory Services
North Carolina
$1.42M -$9.69K -585 -0.7%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$1.36M -$76.5K -4,617 -5%
CAM
66
Concorde Asset Management
Michigan
$1.34M – – –
TIM
67
Total Investment Management
Arizona
$1.3M -$212K -12,780 -14%
SCA
68
Stonebridge Capital Advisors
Minnesota
$1.24M +$300K +18,120 +32%
BWA
69
BlueSky Wealth Advisors
North Carolina
$1.24M -$23.4K -1,410 -2%
CG
70
Colony Group
Massachusetts
$1.21M +$16.8K +1,014 +1%
AWS
71
AJ Wealth Strategies
New York
$1.19M +$26.3K +1,590 +2%
CHA
72
Cedar Hill Associates
Illinois
$1.14M +$429K +25,905 +60%
PAG
73
Private Advisor Group
New Jersey
$1.14M +$418K +25,320 +58%
MAM
74
Marquette Asset Management
Minnesota
$1.1M +$25.2K +1,524 +2%
SGAM
75
Steinberg Global Asset Management
Florida
$1.03M +$24K +1,452 +2%
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