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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
41
Increased
77
Reduced
37
Closed
15
Calls
$8K
Puts
$293K
Net Calls
-$285K
Net Calls Change
+$130K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$399M
2
Betterment LLC
2
Betterment LLC
New York
$27.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.5M
4
ACM
4
Avalon Capital Management
California
$7.63M
5
AI
5
Atria Investments
North Carolina
$7.45M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
PV
3
Private Vista
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
GAM
5
Gemmer Asset Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$1.03M – – –
FFA
77
First Foundation Advisors
California
$1.01M +$1.01M +62,928 New
SGAM
78
Steinberg Global Asset Management
Florida
$977K +$9.62K +600 +1%
GHA
79
GW Henssler & Associates
Georgia
$963K +$95.9K +5,988 +11%
CCM
80
Carlson Capital Management
Minnesota
$949K – – –
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$932K +$387K +24,153 +71%
Ameriprise
82
Ameriprise
Minnesota
$916K -$447K -27,849 -33%
SCA
83
Stonebridge Capital Advisors
Minnesota
$912K +$115K +7,155 +14%
CFA
84
Cahill Financial Advisors
Minnesota
$857K +$27.4K +1,710 +3%
SIA
85
Starfire Investment Advisers
Michigan
$834K +$13.4K +837 +2%
PCM
86
Pointe Capital Management
Michigan
$834K +$834K +52,047 New
MG
87
Mather Group
Illinois
$819K +$819K +51,120 New
PFA
88
Pinnacle Family Advisors
Missouri
$814K +$814K +50,820 New
GC
89
Garde Capital
Washington
$717K -$32.5K -2,025 -4%
PFM
90
Phillips Financial Management
Indiana
$711K +$50.7K +3,144 +8%
PAG
91
Private Advisor Group
New Jersey
$700K +$78.3K +4,851 +13%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$698K +$402K +25,095 +136%
CHA
93
Cedar Hill Associates
Illinois
$687K – – –
AW
94
ACG Wealth
Georgia
$674K +$48 +3 +0%
RFA
95
Reilly Financial Advisors
California
$671K +$53.1K +3,315 +9%
AA
96
Alesco Advisors
New York
$637K +$15.2K +951 +2%
AG
97
Advisor Group
Arizona
$623K +$400K +24,960 +179%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$557K +$60.6K +3,855 +12%
PCM
99
Penserra Capital Management
California
$549K +$549K +34,272 New
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$548K -$17.7K -1,101 -3%
2 3
4
5 6