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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
41
Increased
77
Reduced
37
Closed
15
Calls
$8K
Puts
$293K
Net Calls
-$285K
Net Calls Change
+$130K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$399M
2
Betterment LLC
2
Betterment LLC
New York
$27.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.5M
4
ACM
4
Avalon Capital Management
California
$7.63M
5
AI
5
Atria Investments
North Carolina
$7.45M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
PV
3
Private Vista
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
GAM
5
Gemmer Asset Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
101
Pure Financial Advisors
California
$544K +$53.7K +3,348 +11%
JC
102
Jentner Corp
Ohio
$522K +$522K +32,574 New
MCM
103
Mengis Capital Management
Oregon
$489K +$203K +12,717 +71%
S
104
SignatureFD
Georgia
$481K -$49.7K -3,099 -9%
YMRC
105
Yorktown Management & Research Company
Virginia
$481K +$481K +30,000 New
HighTower Advisors
106
HighTower Advisors
Illinois
$472K +$18.5K +1,152 +4%
RIA
107
Regal Investment Advisors
Michigan
$472K +$121K +7,560 +35%
WIC
108
Whitegate Investment Counselors
New Hampshire
$450K +$112K +6,975 +33%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$430K -$30.4K -1,893 -7%
BAC
110
Boys Arnold & Co
North Carolina
$426K – – –
GA
111
Geneva Advisors
Illinois
$416K +$416K +25,953 New
NL
112
NWAM LLC
Washington
$396K -$29.1K -1,815 -7%
CCMW
113
Cypress Capital Management (Wyoming)
Wyoming
$392K +$392K +24,240 New
RC
114
Roundview Capital
New Jersey
$388K +$2.36K +147 +0.6%
DSC
115
Duncker Streett & Co
Missouri
$385K +$624 +39 +0.2%
AL
116
Aspiriant LLC
California
$364K – – –
LRPA
117
L. Roy Papp & Associates
Arizona
$348K +$348K +21,738 New
VDI
118
Vaughan David Investments
Illinois
$339K +$19.4K +1,212 +6%
US Bancorp
119
US Bancorp
Minnesota
$330K +$3.6K +225 +1%
BO
120
BRR OpCo
Ohio
$325K +$2.5K +156 +0.8%
MCP
121
Mirador Capital Partners
California
$325K +$29.8K +1,860 +10%
AIM
122
Avity Investment Management
Connecticut
$322K – – –
FM
123
Foster & Motley
Ohio
$303K -$25.6K -1,596 -8%
CDIA
124
Capital Directions Investment Advisors
Georgia
$286K -$5.53K -345 -2%
VCP
125
Vista Capital Partners
Oregon
$286K +$11.1K +693 +4%
3 4
5
6 7