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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$94.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$26.4M
4
MG
4
Mather Group
Illinois
$11.2M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$4.38M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$114M
2
AA
2
Apriem Advisors
California
$8.02M
3
Betterment LLC
3
Betterment LLC
New York
$8.33M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
TCM
5
Tradewinds Capital Management
Washington
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
AJ Wealth Strategies
New York
$1.21M +$7.38K +441 +0.6%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$1.2M +$218K +13,053 +22%
CHA
78
Cedar Hill Associates
Illinois
$1.15M – – –
MAM
79
Marquette Asset Management
Minnesota
$1.11M -$8.44K -504 -0.8%
GHA
80
GW Henssler & Associates
Georgia
$1.09M +$88K +5,256 +9%
SGAM
81
Steinberg Global Asset Management
Florida
$1.06M +$10.7K +642 +1%
SIA
82
Starfire Investment Advisers
Michigan
$1.05M +$113K +6,780 +12%
ACI
83
Alpha Cubed Investments
California
$1.02M +$40.1K +2,400 +4%
CCM
84
Carlson Capital Management
Minnesota
$983K -$8.08K -483 -0.8%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$939K +$81.1K +4,836 +9%
TYCC
86
Texas Yale Capital Corp
Florida
$930K +$59.4K +3,552 +7%
PAG
87
Private Advisor Group
New Jersey
$927K -$222K -13,281 -19%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$907K -$692K -41,358 -43%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$889K +$250K +14,904 +39%
CFA
90
Cahill Financial Advisors
Minnesota
$877K -$22.5K -1,344 -3%
ZIM
91
Zacks Investment Management
Illinois
$874K -$14.5K -864 -2%
PFM
92
Phillips Financial Management
Indiana
$868K +$84.4K +4,965 +11%
RFA
93
Reilly Financial Advisors
California
$830K +$67.6K +4,038 +9%
AG
94
Advisor Group
Arizona
$830K +$217K +13,002 +35%
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$816K +$567K +33,861 +227%
WP
96
WealthSource Partners
California
$798K -$64.1K -3,831 -7%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$791K +$791K +47,283 New
GC
98
Garde Capital
Washington
$776K -$1.56K -93 -0.2%
SWP
99
Stratos Wealth Partners
Ohio
$766K +$3.67K +219 +0.5%
HSA
100
HBK Sorce Advisory
Pennsylvania
$731K – – –
2 3
4
5 6