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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
41
Increased
77
Reduced
37
Closed
15
Calls
$8K
Puts
$293K
Net Calls
-$285K
Net Calls Change
+$130K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$399M
2
Betterment LLC
Betterment LLC
New York
$27.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$68.5M
4
ACM
Avalon Capital Management
California
$7.63M
5
AI
Atria Investments
North Carolina
$7.45M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
Morgan Stanley
New York
$16.6M
3
PV
Private Vista
Illinois
$0
4
VF
Virtu Financial
New York
$0
5
GAM
Gemmer Asset Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
126
Moneywise Inc
Virginia
$281K -$721 -45 -0.3%
EWA
127
EP Wealth Advisors
California
$278K +$39K +2,433 +16%
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$1.3K +81 +0.5%
Stifel Financial
129
Stifel Financial
Missouri
$245K +$245K +15,255 New
ICOA
130
Investment Centers of America
North Dakota
$238K +$238K +14,862 New
FAAS
131
First Allied Advisory Services
California
$226K +$226K +14,109 New
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$215K +$1.88K +117 +0.9%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$213K -$14K -873 -6%
CA
134
Cambridge Advisors
Nebraska
$211K -$6.02K -375 -3%
ZIM
135
Zacks Investment Management
Illinois
$208K -$194K -12,096 -48%
PAM
136
Peak Asset Management
Colorado
$207K +$207K +12,936 New
SNBOSD
137
Security National Bank of So Dak
Iowa
$202K +$202K +12,609 New
RCG
138
Ruggie Capital Group
Florida
$196K -$6.97K -435 -3%
EK
139
Evensky & Katz
Florida
$192K -$1.39K -87 -0.7%
EWM
140
Edge Wealth Management
New York
$165K +$139K +8,703 +543%
TWA
141
TCI Wealth Advisors
Arizona
$157K – – –
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$148K +$148K +9,237 New
IF
143
Ironwood Financial
Arizona
$143K -$13.6K -846 -9%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$127K -$9.43K -588 -7%
AWM
145
Avior Wealth Management
Nebraska
$104K +$10.8K +675 +12%
IA
146
IFP Advisors
Florida
$103K -$39.7K -2,487 -28%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$99.3K +$99.3K +6,192 New
SJIM
148
St. Johns Investment Management
Florida
$97K +$97K +6,075 New
SIC
149
Salem Investment Counselors
North Carolina
$96K – – –
KKAMG
150
Kernodle & Katon Asset Management Group
Arkansas
$90K -$57.5K -3,579 -39%
4 5
6
7 8