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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$94.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$26.4M
4
MG
4
Mather Group
Illinois
$11.2M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$4.38M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$114M
2
AA
2
Apriem Advisors
California
$8.02M
3
Betterment LLC
3
Betterment LLC
New York
$8.33M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
TCM
5
Tradewinds Capital Management
Washington
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
51
Courage Miller Partners
Virginia
$2.66M +$110K +6,588 +4%
STMM
52
South Texas Money Management
Texas
$2.55M -$162K -9,702 -6%
YMRC
53
Yorktown Management & Research Company
Virginia
$2.51M – – –
NSAM
54
North Star Asset Management
Wisconsin
$2.42M +$2.42M +144,750 New
SC
55
Savant Capital
Illinois
$2.29M +$69.3K +4,143 +3%
FANJ
56
Financial Architects (New Jersey)
New Jersey
$2.09M +$34.7K +2,076 +2%
KLI
57
Kelman-Lazarov Inc
Tennessee
$1.94M +$128K +7,668 +7%
EA
58
Edge Advisors
Georgia
$1.94M +$3.86K +231 +0.2%
SFSG
59
Stearns Financial Services Group
North Carolina
$1.91M +$39.9K +2,385 +2%
MAS
60
Managed Account Services
Florida
$1.87M +$62.1K +3,711 +3%
SI
61
SII Investments
Wisconsin
$1.82M +$210K +12,531 +13%
CIAS
62
Capital Investment Advisory Services
North Carolina
$1.81M +$381K +22,797 +27%
Creative Planning
63
Creative Planning
Kansas
$1.79M +$23K +1,377 +1%
BC
64
Bartlett & Co
Ohio
$1.6M +$124K +7,389 +8%
CCA
65
Clearwater Capital Advisors
Illinois
$1.54M +$93.4K +5,580 +6%
FWM
66
Frontier Wealth Management
Missouri
$1.52M +$17.2K +1,029 +1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.46M -$712K -42,519 -33%
CG
68
Colony Group
Massachusetts
$1.44M +$216K +12,924 +18%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.39M +$16.4K +978 +1%
CAM
70
Concorde Asset Management
Michigan
$1.38M +$21.4K +1,281 +2%
PAG
71
Pinnacle Advisory Group
Maryland
$1.36M -$180K -10,746 -12%
TIM
72
Total Investment Management
Arizona
$1.33M +$18.4K +1,101 +1%
SCA
73
Stonebridge Capital Advisors
Minnesota
$1.28M +$25.1K +1,500 +2%
AA
74
Advisory Alpha
Michigan
$1.26M +$242K +14,220 +24%
BWA
75
BlueSky Wealth Advisors
North Carolina
$1.24M -$4.52K -270 -0.4%
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3
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