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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$1.69M +$195K +10,431 +13%
GHA
102
GW Henssler & Associates
Georgia
$1.66M +$102K +5,478 +7%
HighTower Advisors
103
HighTower Advisors
Illinois
$1.64M -$88.2K -4,728 -5%
WI
104
Wintrust Investments
Illinois
$1.63M +$34K +1,818 +2%
FWM
105
Frontier Wealth Management
Missouri
$1.61M -$187K -9,984 -10%
SPI
106
Santori & Peters Inc
Pennsylvania
$1.58M -$1.44M -77,208 -48%
CCA
107
Clearwater Capital Advisors
Illinois
$1.53M -$324K -17,304 -17%
Creative Planning
108
Creative Planning
Kansas
$1.5M +$206K +11,040 +16%
CG
109
Colony Group
Massachusetts
$1.49M -$81.6K -4,368 -5%
CIAS
110
Capital Investment Advisory Services
North Carolina
$1.49M -$2.97K -159 -0.2%
CAM
111
Concorde Asset Management
Michigan
$1.44M -$66.5K -3,558 -4%
AWS
112
AJ Wealth Strategies
New York
$1.38M -$14.9K -795 -1%
MML Investors Services
113
MML Investors Services
Massachusetts
$1.37M +$1.1M +58,854 +410%
Citadel Advisors
114
Citadel Advisors
Florida
$1.34M +$1.34M +71,502 New
ACI
115
Alpha Cubed Investments
California
$1.31M – – –
PWA
116
Providence Wealth Advisors
Illinois
$1.3M -$60K -3,210 -4%
BFM
117
Broadview Financial Management
Wisconsin
$1.3M +$16.5K +885 +1%
TIM
118
Total Investment Management
Arizona
$1.29M -$15.6K -834 -1%
CHA
119
Cedar Hill Associates
Illinois
$1.29M – – –
AG
120
Advisor Group
Arizona
$1.29M +$114K +6,102 +10%
ACA
121
Atlas Capital Advisors
Wyoming
$1.26M +$374K +19,857 +42%
DBRC
122
D.B. Root & Company
Pennsylvania
$1.21M +$222K +11,889 +22%
MAM
123
Marquette Asset Management
Minnesota
$1.21M – – –
PAG
124
Private Advisor Group
New Jersey
$1.2M +$441K +23,589 +58%
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$1.18M +$449K +24,003 +61%
3 4
5
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