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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
76
Managed Account Services
Florida
$2.05M -$54.9K -3,117 -3%
BP
77
BBR Partners
New York
$2.03M +$94.6K +5,370 +5%
Citadel Advisors
78
Citadel Advisors
Florida
$2.02M +$2.02M +114,405 New
CCMW
79
Cypress Capital Management (Wyoming)
Wyoming
$2.01M +$1.12M +63,345 +124%
Betterment LLC
80
Betterment LLC
New York
$1.82M +$1.57M +89,202 +635%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.79M +$357K +20,226 +25%
CCA
82
Clearwater Capital Advisors
Illinois
$1.76M -$3.65K -207 -0.2%
NCM
83
Northwest Capital Management
Oregon
$1.76M – – –
BCWM
84
Bartlett & Co Wealth Management
Ohio
$1.76M +$1.76M +99,702 New
BC
85
Bartlett & Co
Ohio
$1.76M +$42.2K +2,394 +2%
FWM
86
Frontier Wealth Management
Missouri
$1.69M +$175K +9,936 +12%
MWA
87
MFA Wealth Advisors
Pennsylvania
$1.68M -$983K -55,983 -37%
SCA
88
Stonebridge Capital Advisors
Minnesota
$1.67M +$124K +7,020 +8%
AFP
89
Ausdal Financial Partners
Iowa
$1.62M +$698K +39,606 +76%
SGAM
90
Steinberg Global Asset Management
Florida
$1.61M +$421K +23,898 +35%
MA
91
Mutual Advisors
Nebraska
$1.61M +$313K +17,790 +24%
RFA
92
Reilly Financial Advisors
California
$1.55M +$209K +11,871 +16%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.5M +$172K +9,744 +13%
CG
94
Colony Group
Massachusetts
$1.49M -$127K -7,197 -8%
BWA
95
BlueSky Wealth Advisors
North Carolina
$1.46M +$96.7K +5,487 +7%
CAM
96
Concorde Asset Management
Michigan
$1.42M -$16.1K -915 -1%
CIAS
97
Capital Investment Advisory Services
North Carolina
$1.4M -$7.24K -411 -0.5%
GHA
98
GW Henssler & Associates
Georgia
$1.36M +$60.9K +3,459 +5%
AWS
99
AJ Wealth Strategies
New York
$1.32M +$44.4K +2,520 +3%
WI
100
Wintrust Investments
Illinois
$1.31M +$1.31M +74,568 New
2 3
4
5 6