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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
+$649K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$616M
2
Bank of America
2
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
4
INVST
Indiana
$10.9M
5
MA
5
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
1
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
2
Jane Street
New York
$4.37M
3
Betterment LLC
3
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$293K
5
NPC
5
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Advisor Group
Arizona
$767K -$90.1K -5,217 -11%
HSA
102
HBK Sorce Advisory
Pennsylvania
$763K +$8.71K +504 +1%
AA
103
Alesco Advisors
New York
$741K +$23.5K +1,359 +3%
BW
104
Bison Wealth
Georgia
$722K +$60.1K +3,480 +9%
CFA
105
Cahill Financial Advisors
Minnesota
$717K -$188K -10,887 -21%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$680K +$168K +9,711 +33%
SIAS
107
Shine Investment Advisory Services
Colorado
$679K +$71.9K +4,164 +12%
FA
108
FDx Advisors
Illinois
$677K +$677K +39,189 New
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$640K +$66K +3,825 +12%
SWP
110
Stratos Wealth Partners
Ohio
$637K -$153K -8,874 -19%
AFP
111
Ausdal Financial Partners
Iowa
$633K +$151K +8,760 +31%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$616K +$259K +14,457 +72%
MCM
113
Mengis Capital Management
Oregon
$608K -$19.6K -1,137 -3%
JC
114
Jentner Corp
Ohio
$607K -$8.76K -507 -1%
WIC
115
Whitegate Investment Counselors
New Hampshire
$579K +$2.28K +132 +0.4%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$558K +$558K +32,328 New
CA
117
Continuum Advisory
Idaho
$555K -$18.4K -1,062 -3%
Stifel Financial
118
Stifel Financial
Missouri
$551K – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$544K +$170K +9,873 +46%
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$524K -$2.49K -144 -0.5%
AW
121
ACG Wealth
Georgia
$497K +$87.5K +5,061 +21%
FIAS
122
FinTrust Investment Advisory Services
South Carolina
$478K +$478K +27,657 New
RIA
123
Regal Investment Advisors
Michigan
$466K -$17.2K -996 -4%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$465K +$170K +9,846 +58%
BAC
125
Boys Arnold & Co
North Carolina
$461K -$777 -45 -0.2%
3 4
5
6 7