SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$94.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$26.4M
4
MG
4
Mather Group
Illinois
$11.2M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$4.38M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$114M
2
AA
2
Apriem Advisors
California
$8.02M
3
Betterment LLC
3
Betterment LLC
New York
$8.33M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
TCM
5
Tradewinds Capital Management
Washington
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
101
Pure Financial Advisors
California
$699K +$46.8K +2,793 +7%
AA
102
Alesco Advisors
New York
$695K +$12.4K +738 +2%
BW
103
Bison Wealth
Georgia
$641K +$55.2K +3,300 +9%
MCM
104
Mengis Capital Management
Oregon
$608K +$15.7K +939 +3%
JC
105
Jentner Corp
Ohio
$597K +$30.1K +1,800 +5%
SIAS
106
Shine Investment Advisory Services
Colorado
$588K +$588K +35,157 New
WIC
107
Whitegate Investment Counselors
New Hampshire
$559K +$14.8K +882 +3%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$556K +$556K +33,249 New
CA
109
Continuum Advisory
Idaho
$555K +$8.33K +498 +2%
FAAS
110
First Allied Advisory Services
California
$536K +$536K +31,860 New
CCMW
111
Cypress Capital Management (Wyoming)
Wyoming
$535K +$144K +8,610 +37%
Stifel Financial
112
Stifel Financial
Missouri
$534K +$126K +7,548 +31%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$510K -$20.6K -1,230 -4%
AWMG
114
Alliance Wealth Management Group
New Jersey
$501K -$2.8K -168 -0.6%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$496K +$11.1K +666 +2%
RIA
116
Regal Investment Advisors
Michigan
$468K +$1.91K +114 +0.4%
AFP
117
Ausdal Financial Partners
Iowa
$467K +$467K +27,915 New
KWM
118
Kingsview Wealth Management
Oregon
$452K +$129K +7,695 +40%
BAC
119
Boys Arnold & Co
North Carolina
$447K -$2.86K -171 -0.6%
HighTower Advisors
120
HighTower Advisors
Illinois
$440K -$79.2K -4,746 -15%
DSC
121
Duncker Streett & Co
Missouri
$413K +$10.5K +627 +3%
OC
122
Oarsman Capital
Wisconsin
$401K +$42.5K +2,538 +12%
S
123
SignatureFD
Georgia
$400K -$44.2K -2,640 -10%
AW
124
ACG Wealth
Georgia
$396K -$261K -15,621 -40%
ONB
125
Old National Bancorp
Indiana
$389K – – –
3 4
5
6 7