SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
+$649K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$616M
2
Bank of America
2
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
4
INVST
Indiana
$10.9M
5
MA
5
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
1
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
2
Jane Street
New York
$4.37M
3
Betterment LLC
3
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$293K
5
NPC
5
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
51
Courage Miller Partners
Virginia
$2.78M +$35.9K +2,076 +1%
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$2.76M -$49.2K -2,847 -2%
STMM
53
South Texas Money Management
Texas
$2.57M -$60K -3,471 -2%
SC
54
Savant Capital
Illinois
$2.5M +$134K +7,779 +6%
ICOA
55
Investment Centers of America
North Dakota
$2.25M -$601K -34,734 -21%
KLI
56
Kelman-Lazarov Inc
Tennessee
$2.19M +$178K +10,314 +9%
FANJ
57
Financial Architects (New Jersey)
New Jersey
$2.14M -$12.9K -747 -0.6%
NPC
58
National Planning Corporation
California
$2.1M -$704K -40,746 -25%
SI
59
SII Investments
Wisconsin
$2.05M +$180K +10,422 +10%
MAS
60
Managed Account Services
Florida
$1.98M +$48.8K +2,823 +3%
SFSG
61
Stearns Financial Services Group
North Carolina
$1.97M +$2.9K +168 +0.1%
BC
62
Bartlett & Co
Ohio
$1.7M +$52K +3,012 +3%
CIAS
63
Capital Investment Advisory Services
North Carolina
$1.65M -$216K -12,510 -12%
CCA
64
Clearwater Capital Advisors
Illinois
$1.64M +$33.1K +1,896 +2%
AA
65
Advisory Alpha
Michigan
$1.61M +$309K +17,523 +24%
FWM
66
Frontier Wealth Management
Missouri
$1.61M +$41.6K +2,406 +3%
TRCT
67
Tower Research Capital (TRC)
New York
$1.56M +$1.41M +81,516 +950%
CG
68
Colony Group
Massachusetts
$1.53M +$43.4K +2,511 +3%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.45M +$10.3K +594 +0.7%
CAM
70
Concorde Asset Management
Michigan
$1.42M -$4.72K -273 -0.3%
SCA
71
Stonebridge Capital Advisors
Minnesota
$1.37M +$46.6K +2,700 +4%
BWA
72
BlueSky Wealth Advisors
North Carolina
$1.32M +$39.7K +2,301 +3%
AWS
73
AJ Wealth Strategies
New York
$1.25M – – –
TIM
74
Total Investment Management
Arizona
$1.24M -$131K -7,602 -10%
Creative Planning
75
Creative Planning
Kansas
$1.24M -$613K -35,511 -33%
1 2
3
4 5