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SCHV

Schwab US Large-Cap Value ETF
SCHV

310 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

72% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 87

15% more capital invested

Capital invested by funds: $2.07B → $2.39B (+$318M)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

7% more funds holding

Funds holding: 291 → 310 (+19)

12.06% less ownership

Funds ownership: 165.45% → 153.39% (-12%)

Holders
310
Holders Change
+19
Holders Change %
+6.53%
% of All Funds
7.09%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.2M
2
G
Gainplan
Michigan
+$29.8M
3
MG
Mather Group
Illinois
+$27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
-$279M
2
CWM
Cornerstone Wealth Management
Missouri
-$23.1M
3
Jane Street
Jane Street
New York
-$3.53M
4
AI
Atria Investments
North Carolina
-$2.92M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
76
Financial Architects (New Jersey)
New Jersey
$2.47M +$29K +1,566 +1%
IA
77
IFP Advisors
Florida
$2.37M +$1.84M +99,111 +356%
RFA
78
Reilly Financial Advisors
California
$2.36M +$572K +30,843 +32%
SFSG
79
Stearns Financial Services Group
North Carolina
$2.35M +$43.2K +2,328 +2%
CCMW
80
Cypress Capital Management (Wyoming)
Wyoming
$2.33M +$186K +10,020 +9%
SCA
81
Stonebridge Capital Advisors
Minnesota
$2.32M +$299K +16,119 +15%
AF
82
Advisornet Financial
Minnesota
$2.22M +$705K +38,016 +47%
BWA
83
BlueSky Wealth Advisors
North Carolina
$2.21M +$5.95K +321 +0.3%
BP
84
BBR Partners
New York
$2.15M – – –
MAS
85
Managed Account Services
Florida
$2.12M -$29.7K -1,602 -1%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$2.12M -$40.3K -2,172 -2%
DAS
87
Dynamic Advisor Solutions
Arizona
$2.12M +$1.31M +70,422 +164%
Betterment LLC
88
Betterment LLC
New York
$1.99M -$145K -7,842 -7%
AI
89
Atria Investments
North Carolina
$1.95M -$2.92M -157,791 -60%
BAM
90
Berkshire Asset Management
Pennsylvania
$1.95M +$1.14M +61,407 +143%
BC
91
Bartlett & Co
Ohio
$1.88M +$222 +12 +0%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$1.88M +$222 +12 +0%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86M +$32.6K +1,758 +2%
SGAM
94
Steinberg Global Asset Management
Florida
$1.86M +$8.62K +465 +0.5%
NCM
95
Northwest Capital Management
Oregon
$1.83M +$63.5K +3,426 +4%
MA
96
Mutual Advisors
Nebraska
$1.82M -$51.4K -2,772 -3%
DP
97
DDD Partners
Washington
$1.8M +$1.78M +96,276 New
AFP
98
Ausdal Financial Partners
Iowa
$1.76M +$20.4K +1,101 +1%
MWA
99
MFA Wealth Advisors
Pennsylvania
$1.71M +$111 +6 +0%
AA
100
Apriem Advisors
California
$1.7M -$23.9K -1,290 -1%
2 3
4
5 6

SCHV Hedge Fund Activity: Q3 2018 in Review

310 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2018, worth a combined $2.39B — up 15% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHV positions and 10 closed out — a net gain of 20 holders — while 150 added to existing stakes and 87 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $48.2M. The largest seller was Financial Counselors Inc, cutting an estimated $279M.

  • 310 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2018, up from 291 in Q2 2018.
  • Funds reported $2.39B of Schwab US Large-Cap Value ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 30 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2018 and 10 closed out, a net change of +20 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2018 was Financial Engines Advisors, an estimated $48.2M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $279M sold.

Based on aggregated 13F filings for Q3 2018.