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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
RKL Wealth Management
Pennsylvania
$5.42M +$268K +14,358 +5%
PMG
52
ProVise Management Group
Florida
$5.27M +$490K +26,184 +10%
SFA
53
Sequoia Financial Advisors
Ohio
$5.21M -$27.1K -1,449 -0.5%
CM
54
Columbus Macro
Pennsylvania
$5.2M -$170K -9,117 -3%
PA
55
Prism Advisors
California
$5.14M +$1M +56,031 +24%
NSAM
56
North Star Asset Management
Wisconsin
$4.94M +$279K +14,937 +6%
AA
57
Advisory Alpha
Michigan
$4.64M +$704K +40,536 +18%
SWM
58
SeaCrest Wealth Management
New York
$4.33M -$7.85K -420 -0.2%
CWM
59
Cornerstone Wealth Management
Missouri
$4.04M -$7.94M -1,247,700 -66%
BCI
60
Brinker Capital Investments
Pennsylvania
$4.02M +$6.73K +360 +0.2%
RAG
61
Roof Advisory Group
Pennsylvania
$3.97M -$169K -9,054 -4%
Jane Street
62
Jane Street
New York
$3.89M -$3.56M -190,248 -48%
PV
63
Private Vista
Illinois
$3.83M -$13.4K -717 -0.3%
CCM
64
Condor Capital Management
New Jersey
$3.82M -$7.57K -405 -0.2%
IAS
65
IMA Advisory Services
Colorado
$3.67M -$273K -14,619 -7%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$3.65M +$1.37M +73,347 +60%
SC
67
Savant Capital
Illinois
$3.22M +$26.4K +1,413 +0.8%
CMP
68
Courage Miller Partners
Virginia
$3.22M +$6.28K +336 +0.2%
MCIA
69
Mountain Capital Investment Advisors
Colorado
$3.16M +$3.16M +168,948 New
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$3.03M +$179K +9,576 +6%
SIA
71
Starfire Investment Advisers
Michigan
$3.02M +$187K +10,014 +7%
WP
72
WealthSource Partners
California
$2.79M +$612K +32,730 +28%
LC
73
LCNB Corp
Ohio
$2.68M -$55.1K -2,946 -2%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$2.54M +$309K +16,545 +14%
RRC
75
Relaxing Retirement Coach
Massachusetts
$2.51M -$250K -13,374 -9%
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