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SCHV

Schwab US Large-Cap Value ETF
SCHV

291 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

85% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 73

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

24.8% more ownership

Funds ownership: 140.65% → 165.45% (+25%)

8% more capital invested

Capital invested by funds: $1.92B → $2.07B (+$157M)

3% more funds holding

Funds holding: 283 → 291 (+8)

3% less funds holding in top 10

Funds holding in top 10: 29 → 28 (-1)

Holders
291
Holders Change
+8
Holders Change %
+2.83%
% of All Funds
6.66%
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

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
+$268M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$59.1M
3
MG
Mather Group
Illinois
+$46.4M
4
CWM
Cornerstone Wealth Management
Missouri
+$33M
5
Bank of America
Bank of America
North Carolina
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
AA
Apriem Advisors
California
-$11M
2
AG
Appleton Group
Wisconsin
-$8.73M
3
AI
Atria Investments
North Carolina
-$7.33M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.52M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
76
BlueSky Wealth Advisors
North Carolina
$2.09M +$624K +34,992 +42%
WP
77
WealthSource Partners
California
$2.06M -$341K -19,107 -14%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.05M +$1.18M +65,931 +133%
BP
79
BBR Partners
New York
$2.04M – – –
CCMW
80
Cypress Capital Management (Wyoming)
Wyoming
$2.03M +$9.1K +510 +0.4%
Betterment LLC
81
Betterment LLC
New York
$2.02M +$196K +10,962 +11%
SCA
82
Stonebridge Capital Advisors
Minnesota
$1.91M +$229K +12,810 +13%
BCWM
83
Bartlett & Co Wealth Management
Ohio
$1.78M +$11.1K +624 +0.6%
BC
84
Bartlett & Co
Ohio
$1.78M +$11.1K +624 +0.6%
MA
85
Mutual Advisors
Nebraska
$1.78M +$162K +9,057 +10%
MWA
86
MFA Wealth Advisors
Pennsylvania
$1.77M -$3.53K -198 -0.2%
CCA
87
Clearwater Capital Advisors
Illinois
$1.75M -$19.3K -1,080 -1%
SGAM
88
Steinberg Global Asset Management
Florida
$1.75M +$137K +7,674 +8%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.73M +$231K +12,951 +15%
FWM
90
Frontier Wealth Management
Missouri
$1.7M +$1.66K +93 +0.1%
RFA
91
Reilly Financial Advisors
California
$1.69M +$127K +7,122 +8%
NCM
92
Northwest Capital Management
Oregon
$1.67M -$99.9K -5,598 -6%
AFP
93
Ausdal Financial Partners
Iowa
$1.65M +$21.5K +1,203 +1%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.64M +$364K +20,427 +28%
AA
95
Apriem Advisors
California
$1.63M -$11M -614,298 -87%
FWM
96
Focused Wealth Management
New York
$1.52M +$1.45M +81,042 +1,593%
WI
97
Wintrust Investments
Illinois
$1.51M +$189K +10,620 +14%
CG
98
Colony Group
Massachusetts
$1.49M -$963 -54 -0.1%
GHA
99
GW Henssler & Associates
Georgia
$1.48M +$109K +6,129 +8%
CAM
100
Concorde Asset Management
Michigan
$1.43M -$2.68K -150 -0.2%
2 3
4
5 6

SCHV Hedge Fund Activity: Q2 2018 in Review

291 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2018, worth a combined $2.07B — up 8.2% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCHV positions and 22 closed out — a net gain of 11 holders — while 135 added to existing stakes and 73 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $268M. The largest seller was Apriem Advisors, cutting an estimated $11M.

  • 291 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2018, up from 283 in Q1 2018.
  • Funds reported $2.07B of Schwab US Large-Cap Value ETF stock for Q2 2018, up 8.2% quarter-over-quarter.
  • 33 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2018 and 22 closed out, a net change of +11 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $268M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q2 2018 was Apriem Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2018.