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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$1.43M +$513K +28,962 +56%
CIAS
102
Capital Investment Advisory Services
North Carolina
$1.41M +$5.69K +321 +0.4%
KWM
103
Kingsview Wealth Management
Oregon
$1.41M +$158K +8,943 +13%
AWS
104
AJ Wealth Strategies
New York
$1.32M – – –
PWA
105
Providence Wealth Advisors
Illinois
$1.29M +$1.29M +72,927 New
ACI
106
Alpha Cubed Investments
California
$1.28M -$12.8K -720 -1%
TIM
107
Total Investment Management
Arizona
$1.24M +$32.4K +1,833 +3%
Creative Planning
108
Creative Planning
Kansas
$1.23M +$13.3K +753 +1%
CHA
109
Cedar Hill Associates
Illinois
$1.22M – – –
BFM
110
Broadview Financial Management
Wisconsin
$1.22M +$71.1K +4,017 +6%
MAM
111
Marquette Asset Management
Minnesota
$1.14M -$13.2K -747 -1%
MGIA
112
Moneta Group Investment Advisors
Missouri
$1.11M +$933K +52,689 +517%
AG
113
Advisor Group
Arizona
$1.11M -$75.9K -4,287 -6%
WDL
114
Well Done LLC
Michigan
$1.09M – – –
CCM
115
Carlson Capital Management
Minnesota
$1.05M +$2.97K +168 +0.3%
SPC
116
Sigma Planning Corp
Michigan
$1.05M +$782K +44,205 +293%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1M +$23.8K +1,344 +2%
DBRC
118
D.B. Root & Company
Pennsylvania
$937K +$937K +52,911 New
BW
119
Bison Wealth
Georgia
$913K +$143K +8,100 +19%
HSA
120
HBK Sorce Advisory
Pennsylvania
$910K -$12.8K -723 -1%
JFGIW
121
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$904K -$54.8K -3,096 -6%
GC
122
Garde Capital
Washington
$900K +$49.4K +2,787 +6%
BTS
123
BB&T Securities
Virginia
$891K +$105K +5,958 +13%
ADL
124
Asset Dedication LLC
California
$885K +$684K +38,829 +341%
PFM
125
Phillips Financial Management
Indiana
$858K +$5.47K +309 +0.6%
3 4
5
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