SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
$5.21M +$1.79M +98,274 +52%
MIAN
52
Mariner Independent Advisor Network
Kansas
$4.86M +$143K +7,860 +3%
XS
53
XML Securities
Maryland
$4.58M +$4.58M +251,307 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$4.18M +$2.99M +163,974 +251%
SWM
55
SeaCrest Wealth Management
New York
$4.17M +$4.17M +228,888 New
BCI
56
Brinker Capital Investments
Pennsylvania
$3.98M +$68.9K +3,783 +2%
RAG
57
Roof Advisory Group
Pennsylvania
$3.95M +$3.95M +216,897 New
NSAM
58
North Star Asset Management
Wisconsin
$3.83M +$642K +35,208 +20%
PV
59
Private Vista
Illinois
$3.8M -$53.2K -2,922 -1%
CCM
60
Condor Capital Management
New Jersey
$3.55M +$115K +6,291 +3%
ACG
61
Allen Capital Group
Nebraska
$3.45M +$3.45M +189,048 New
EA
62
Edge Advisors
Georgia
$3.3M +$82.3K +4,515 +3%
RWM
63
RKL Wealth Management
Pennsylvania
$3.14M +$3.14M +171,981 New
LCC
64
Lincoln Capital Corp
Rhode Island
$3.08M +$3.08M +169,074 New
CMP
65
Courage Miller Partners
Virginia
$3.04M +$109K +5,991 +4%
WI
66
WrapManager Inc
California
$3.02M +$3.02M +165,519 New
MWA
67
MFA Wealth Advisors
Pennsylvania
$2.88M +$2.88M +151,410 New
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$2.82M -$87.8K -4,818 -3%
SC
69
Savant Capital
Illinois
$2.82M +$180K +9,852 +7%
STMM
70
South Texas Money Management
Texas
$2.57M -$139K -7,623 -5%
KLI
71
Kelman-Lazarov Inc
Tennessee
$2.4M +$90.8K +4,983 +4%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$2.33M +$69.4K +3,810 +3%
SFSG
73
Stearns Financial Services Group
North Carolina
$2.21M +$128K +7,026 +6%
MAS
74
Managed Account Services
Florida
$2.17M +$88K +4,830 +4%
SI
75
SII Investments
Wisconsin
$2.03M -$147K -8,049 -7%
1 2
3
4 5