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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
101
Alpha Cubed Investments
California
$1.29M +$35.4K +2,010 +3%
HighTower Advisors
102
HighTower Advisors
Illinois
$1.27M +$177K +10,029 +16%
KWM
103
Kingsview Wealth Management
Oregon
$1.25M +$134K +7,614 +12%
CHA
104
Cedar Hill Associates
Illinois
$1.21M – – –
Creative Planning
105
Creative Planning
Kansas
$1.21M +$77.7K +4,413 +7%
TIM
106
Total Investment Management
Arizona
$1.2M -$138K -7,839 -10%
AG
107
Advisor Group
Arizona
$1.18M +$69.8K +3,963 +6%
MAM
108
Marquette Asset Management
Minnesota
$1.15M -$8.08K -459 -0.7%
BFM
109
Broadview Financial Management
Wisconsin
$1.14M -$22.8K -1,296 -2%
SPI
110
Santori & Peters Inc
Pennsylvania
$1.11M +$131K +7,437 +13%
WDL
111
Well Done LLC
Michigan
$1.08M – – –
CCM
112
Carlson Capital Management
Minnesota
$1.04M -$1.8K -102 -0.2%
ACA
113
Atlas Capital Advisors
Wyoming
$1.01M +$1.01M +57,258 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$972K +$67.3K +3,822 +7%
NWS
115
Newport Wealth Strategies
California
$960K -$27.2K -1,542 -3%
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$954K +$21.8K +1,236 +2%
HSA
117
HBK Sorce Advisory
Pennsylvania
$918K -$122K -6,921 -12%
AF
118
Advisornet Financial
Minnesota
$909K +$58.7K +3,333 +7%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$874K +$10.6K +603 +1%
PAG
120
Private Advisor Group
New Jersey
$863K -$137K -7,758 -14%
GC
121
Garde Capital
Washington
$846K +$44.6K +2,535 +6%
PFM
122
Phillips Financial Management
Indiana
$838K -$101K -5,805 -11%
BTS
123
BB&T Securities
Virginia
$781K +$781K +44,385 New
BW
124
Bison Wealth
Georgia
$765K +$15.8K +900 +2%
JC
125
Jentner Corp
Ohio
$740K +$72.8K +4,134 +11%
3 4
5
6 7