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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Continuum Advisory
Idaho
$541K +$541K +32,679 New
WIC
102
Whitegate Investment Counselors
New Hampshire
$539K +$73.8K +4,452 +16%
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$525K -$40.9K -2,472 -7%
HighTower Advisors
104
HighTower Advisors
Illinois
$515K +$27.5K +1,659 +6%
AWMG
105
Alliance Wealth Management Group
New Jersey
$505K -$1.09M -65,334 -68%
TRCT
106
Tower Research Capital (TRC)
New York
$495K -$988K -59,637 -67%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$480K +$35.8K +2,163 +8%
RIA
108
Regal Investment Advisors
Michigan
$461K -$26.5K -1,602 -5%
BAC
109
Boys Arnold & Co
North Carolina
$445K +$5.81K +351 +1%
S
110
SignatureFD
Georgia
$439K -$57.4K -3,471 -12%
Stifel Financial
111
Stifel Financial
Missouri
$404K +$151K +9,126 +60%
DSC
112
Duncker Streett & Co
Missouri
$399K +$398 +24 +0.1%
NL
113
NWAM LLC
Washington
$393K -$15.9K -960 -4%
CCMW
114
Cypress Capital Management (Wyoming)
Wyoming
$387K -$14.2K -855 -4%
ONB
115
Old National Bancorp
Indiana
$385K +$385K +23,262 New
RC
116
Roundview Capital
New Jersey
$375K -$25.3K -1,530 -6%
US Bancorp
117
US Bancorp
Minnesota
$373K +$32.5K +1,968 +10%
MCP
118
Mirador Capital Partners
California
$371K +$35.1K +2,121 +10%
AL
119
Aspiriant LLC
California
$356K -$20.2K -1,218 -5%
BO
120
BRR OpCo
Ohio
$356K +$20.2K +1,221 +6%
OC
121
Oarsman Capital
Wisconsin
$355K +$355K +21,414 New
AIM
122
Avity Investment Management
Connecticut
$333K – – –
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$330K +$330K +19,950 New
FM
124
Foster & Motley
Ohio
$320K +$7.35K +444 +2%
KWM
125
Kingsview Wealth Management
Oregon
$320K +$320K +19,320 New
3 4
5
6 7