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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
76
GW Henssler & Associates
Georgia
$990K -$4.92K -297 -0.5%
AA
77
Advisory Alpha
Michigan
$990K +$990K +59,802 New
CCM
78
Carlson Capital Management
Minnesota
$981K – – –
ACI
79
Alpha Cubed Investments
California
$973K +$973K +58,752 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$972K -$466K -28,101 -32%
SIA
81
Starfire Investment Advisers
Michigan
$916K +$60K +3,645 +7%
CFA
82
Cahill Financial Advisors
Minnesota
$890K +$4.92K +297 +0.6%
ZIM
83
Zacks Investment Management
Illinois
$879K +$665K +40,143 +310%
TYCC
84
Texas Yale Capital Corp
Florida
$862K +$862K +52,023 New
WP
85
WealthSource Partners
California
$853K +$853K +51,528 New
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$848K +$127K +7,638 +18%
GC
87
Garde Capital
Washington
$769K +$28.8K +1,737 +4%
RFA
88
Reilly Financial Advisors
California
$754K +$60.9K +3,681 +9%
SWP
89
Stratos Wealth Partners
Ohio
$754K +$754K +45,543 New
PFM
90
Phillips Financial Management
Indiana
$752K +$32.8K +2,013 +5%
HSA
91
HBK Sorce Advisory
Pennsylvania
$723K -$408K -24,621 -36%
AA
92
Alesco Advisors
New York
$675K +$16.7K +1,008 +3%
AW
93
ACG Wealth
Georgia
$651K -$45.7K -2,760 -7%
PFA
94
Pure Financial Advisors
California
$645K +$83.5K +5,043 +15%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$632K +$45.8K +2,769 +8%
AG
96
Advisor Group
Arizona
$607K -$37.4K -2,256 -6%
MCM
97
Mengis Capital Management
Oregon
$586K +$80.2K +4,848 +16%
BW
98
Bison Wealth
Georgia
$580K +$580K +35,001 New
PCM
99
Penserra Capital Management
California
$574K +$7.34K +444 +1%
JC
100
Jentner Corp
Ohio
$561K +$21.2K +1,278 +4%
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4
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