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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$4.65M -$7.28M -410,844 -61%
NSAM
52
North Star Asset Management
Wisconsin
$4.41M +$274K +15,486 +7%
EA
53
Edge Advisors
Georgia
$4.33M +$267K +15,078 +7%
PA
54
Prism Advisors
California
$4.16M +$1.03M +57,372 +33%
AA
55
Advisory Alpha
Michigan
$4.14M +$1.39M +75,957 +50%
SWM
56
SeaCrest Wealth Management
New York
$4.11M -$11.7K -660 -0.3%
BCI
57
Brinker Capital Investments
Pennsylvania
$3.8M -$185K -10,464 -5%
IAS
58
IMA Advisory Services
Colorado
$3.74M -$1.37M -77,454 -27%
PV
59
Private Vista
Illinois
$3.64M -$35.3K -1,995 -1%
CCM
60
Condor Capital Management
New Jersey
$3.63M +$62.6K +3,534 +2%
RAG
61
Roof Advisory Group
Pennsylvania
$3.62M +$29.6K +1,806 +0.8%
CMP
62
Courage Miller Partners
Virginia
$3.04M +$103K +5,841 +4%
SC
63
Savant Capital
Illinois
$3.03M +$155K +8,772 +5%
LCC
64
Lincoln Capital Corp
Rhode Island
$2.91M -$2.18M -123,375 -43%
SPI
65
Santori & Peters Inc
Pennsylvania
$2.87M +$1.75M +99,057 +158%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$2.7M -$45.7K -2,580 -2%
SIA
67
Starfire Investment Advisers
Michigan
$2.68M +$512K +28,938 +24%
RRC
68
Relaxing Retirement Coach
Massachusetts
$2.61M -$3.49M -197,175 -57%
LC
69
LCNB Corp
Ohio
$2.59M +$2.59M +146,103 New
STMM
70
South Texas Money Management
Texas
$2.38M -$35.2K -1,989 -1%
FANJ
71
Financial Architects (New Jersey)
New Jersey
$2.31M -$19.6K -1,107 -0.8%
SFSG
72
Stearns Financial Services Group
North Carolina
$2.19M +$22.5K +1,272 +1%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$2.16M +$94K +5,310 +5%
MAS
74
Managed Account Services
Florida
$2.11M +$57.2K +3,228 +3%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.11M +$313K +17,703 +17%
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