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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
76
BlueSky Wealth Advisors
North Carolina
$2.09M +$620K +34,992 +42%
WP
77
WealthSource Partners
California
$2.06M -$338K -19,107 -14%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.05M +$1.17M +65,931 +133%
BP
79
BBR Partners
New York
$2.04M – – –
CCMW
80
Cypress Capital Management (Wyoming)
Wyoming
$2.03M +$9.03K +510 +0.4%
Betterment LLC
81
Betterment LLC
New York
$2.02M +$194K +10,962 +11%
SCA
82
Stonebridge Capital Advisors
Minnesota
$1.91M +$227K +12,810 +13%
BCWM
83
Bartlett & Co Wealth Management
Ohio
$1.78M +$11K +624 +0.6%
BC
84
Bartlett & Co
Ohio
$1.78M +$11K +624 +0.6%
MA
85
Mutual Advisors
Nebraska
$1.78M +$160K +9,057 +10%
MWA
86
MFA Wealth Advisors
Pennsylvania
$1.78M -$3.69K -198 -0.2%
CCA
87
Clearwater Capital Advisors
Illinois
$1.75M -$19.1K -1,080 -1%
SGAM
88
Steinberg Global Asset Management
Florida
$1.75M +$136K +7,674 +8%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.73M +$229K +12,951 +15%
FWM
90
Frontier Wealth Management
Missouri
$1.7M +$1.65K +93 +0.1%
RFA
91
Reilly Financial Advisors
California
$1.69M +$126K +7,122 +8%
NCM
92
Northwest Capital Management
Oregon
$1.67M -$99.2K -5,598 -6%
AFP
93
Ausdal Financial Partners
Iowa
$1.65M +$21.3K +1,203 +1%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.64M +$362K +20,427 +28%
AA
95
Apriem Advisors
California
$1.63M -$10.9M -614,298 -87%
FWM
96
Focused Wealth Management
New York
$1.53M +$1.43M +81,042 +1,593%
WI
97
Wintrust Investments
Illinois
$1.51M +$188K +10,620 +14%
CG
98
Colony Group
Massachusetts
$1.49M -$956 -54 -0.1%
GHA
99
GW Henssler & Associates
Georgia
$1.48M +$109K +6,129 +8%
CAM
100
Concorde Asset Management
Michigan
$1.43M -$2.66K -150 -0.2%
2 3
4
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