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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
$5.06M +$33.7K +1,911 +0.7%
MIAN
52
Mariner Independent Advisor Network
Kansas
$4.98M +$282K +16,002 +6%
SFA
53
Sequoia Financial Advisors
Ohio
$4.93M -$121K -6,864 -2%
NSAM
54
North Star Asset Management
Wisconsin
$4.12M +$417K +23,667 +11%
RWM
55
RKL Wealth Management
Pennsylvania
$4.12M +$1.09M +61,929 +36%
SWM
56
SeaCrest Wealth Management
New York
$4.1M +$66.6K +3,783 +2%
EA
57
Edge Advisors
Georgia
$4.04M +$850K +48,282 +27%
XS
58
XML Securities
Maryland
$4.01M -$416K -23,601 -9%
BCI
59
Brinker Capital Investments
Pennsylvania
$3.97M +$120K +6,786 +3%
RAG
60
Roof Advisory Group
Pennsylvania
$3.86M +$43K +2,442 +1%
PV
61
Private Vista
Illinois
$3.66M -$19.9K -1,128 -0.5%
CCM
62
Condor Capital Management
New Jersey
$3.55M +$120K +6,813 +4%
ACG
63
Allen Capital Group
Nebraska
$3.53M +$196K +11,130 +6%
KLI
64
Kelman-Lazarov Inc
Tennessee
$3.17M +$851K +48,342 +37%
PA
65
Prism Advisors
California
$3.13M +$3.13M +174,360 New
CMP
66
Courage Miller Partners
Virginia
$2.92M -$17.6K -1,002 -0.6%
SC
67
Savant Capital
Illinois
$2.86M +$131K +7,425 +5%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$2.73M +$793 +45 +0%
AA
69
Advisory Alpha
Michigan
$2.68M +$925K +52,074 +53%
STMM
70
South Texas Money Management
Texas
$2.4M -$84.7K -4,812 -3%
WP
71
WealthSource Partners
California
$2.39M +$1.46M +83,166 +159%
FANJ
72
Financial Architects (New Jersey)
New Jersey
$2.32M +$65K +3,690 +3%
SIA
73
Starfire Investment Advisers
Michigan
$2.16M +$2.16M +122,589 New
SFSG
74
Stearns Financial Services Group
North Carolina
$2.15M +$20.6K +1,170 +1%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$2.06M +$185K +10,515 +10%
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