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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
76
BBR Partners
New York
$2M +$2M +109,734 New
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$1.94M +$411K +22,563 +27%
AA
78
Advisory Alpha
Michigan
$1.87M +$132K +6,936 +8%
CCA
79
Clearwater Capital Advisors
Illinois
$1.83M +$118K +6,450 +7%
NCM
80
Northwest Capital Management
Oregon
$1.83M +$1.83M +100,098 New
BC
81
Bartlett & Co
Ohio
$1.77M -$20.9K -1,146 -1%
CG
82
Colony Group
Massachusetts
$1.67M +$57.9K +3,177 +4%
SCA
83
Stonebridge Capital Advisors
Minnesota
$1.6M +$160K +8,805 +11%
FWM
84
Frontier Wealth Management
Missouri
$1.57M -$128K -7,002 -8%
CAM
85
Concorde Asset Management
Michigan
$1.49M -$3.66K -201 -0.2%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$1.48M +$387K +21,255 +35%
CIAS
87
Capital Investment Advisory Services
North Carolina
$1.46M -$289K -15,849 -17%
BWA
88
BlueSky Wealth Advisors
North Carolina
$1.41M +$15.2K +834 +1%
RFA
89
Reilly Financial Advisors
California
$1.39M +$437K +23,997 +46%
TIM
90
Total Investment Management
Arizona
$1.38M +$73.4K +4,026 +6%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37M +$451K +24,735 +49%
GHA
92
GW Henssler & Associates
Georgia
$1.35M +$47.5K +2,604 +4%
MA
93
Mutual Advisors
Nebraska
$1.34M +$1.34M +73,431 New
AWS
94
AJ Wealth Strategies
New York
$1.32M – – –
ACI
95
Alpha Cubed Investments
California
$1.3M – – –
CHA
96
Cedar Hill Associates
Illinois
$1.25M – – –
SGAM
97
Steinberg Global Asset Management
Florida
$1.23M +$72.7K +3,987 +6%
BFM
98
Broadview Financial Management
Wisconsin
$1.2M +$1.2M +65,940 New
MAM
99
Marquette Asset Management
Minnesota
$1.2M +$219 +12 +0%
Creative Planning
100
Creative Planning
Kansas
$1.17M -$136K -7,458 -10%
2 3
4
5 6