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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$1.15M +$335K +18,399 +41%
AG
102
Advisor Group
Arizona
$1.15M +$338K +18,540 +42%
HighTower Advisors
103
HighTower Advisors
Illinois
$1.13M +$285K +15,654 +34%
WDL
104
Well Done LLC
Michigan
$1.12M +$1.12M +61,350 New
CCM
105
Carlson Capital Management
Minnesota
$1.08M +$6.67K +366 +0.6%
HSA
106
HBK Sorce Advisory
Pennsylvania
$1.08M +$271K +14,856 +34%
NWS
107
Newport Wealth Strategies
California
$1.06M +$1.06M +56,049 New
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.05M +$739K +40,560 +239%
PAG
109
Private Advisor Group
New Jersey
$1.04M -$206K -11,226 -17%
TYCC
110
Texas Yale Capital Corp
Florida
$1.01M +$2.62K +144 +0.3%
PFM
111
Phillips Financial Management
Indiana
$1M +$29.7K +1,605 +3%
SPI
112
Santori & Peters Inc
Pennsylvania
$977K +$977K +55,452 New
JFGIW
113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$965K +$2.9K +159 +0.3%
WP
114
WealthSource Partners
California
$955K +$26.6K +1,461 +3%
AFP
115
Ausdal Financial Partners
Iowa
$950K +$282K +15,474 +42%
APA
116
American Portfolios Advisors
New York
$946K +$946K +51,918 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$935K -$1.26K -69 -0.1%
CCMW
118
Cypress Capital Management (Wyoming)
Wyoming
$929K +$117K +6,405 +14%
Millennium Management
119
Millennium Management
New York
$914K +$574K +31,506 +169%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$892K -$132K -7,269 -13%
AIA
121
Arcadia Investment Advisors
Idaho
$880K +$880K +48,303 New
AF
122
Advisornet Financial
Minnesota
$880K +$880K +48,288 New
SCCM
123
Schafer Cullen Capital Management
New York
$835K +$835K +45,798 New
GC
124
Garde Capital
Washington
$829K -$19K -1,041 -2%
Wolverine Trading
125
Wolverine Trading
Illinois
$820K +$423K +23,190 +106%
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5
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