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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$298K +$77.4K +4,650 +35%
CDIA
127
Capital Directions Investment Advisors
Georgia
$296K – – –
VCP
128
Vista Capital Partners
Oregon
$293K -$2.34K -141 -0.8%
MI
129
Moneywise Inc
Virginia
$286K -$4.73K -285 -2%
GA
130
Geneva Advisors
Illinois
$280K -$149K -9,027 -35%
SPC
131
Sigma Planning Corp
Michigan
$279K +$279K +16,872 New
IA
132
IFP Advisors
Florida
$261K +$154K +9,342 +145%
BL
133
Balentine LLC
Georgia
$259K +$259K +15,648 New
EWA
134
EP Wealth Advisors
California
$247K -$40.3K -2,433 -14%
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$247K -$19.6K -1,182 -7%
DG
136
Davidson & Garrard
Virginia
$241K +$241K +14,571 New
VDI
137
Vaughan David Investments
Illinois
$238K -$112K -6,756 -32%
CG
138
Cutler Group
California
$232K +$232K +14,019 New
WI
139
Wintrust Investments
Illinois
$226K +$226K +13,641 New
APSP
140
Asset Planning Services (Pennsylvania)
Pennsylvania
$223K +$1.34K +81 +0.6%
CA
141
Cambridge Advisors
Nebraska
$223K +$4.98K +300 +2%
GP
142
Girard Partners
Pennsylvania
$221K +$221K +13,365 New
EWM
143
Empirical Wealth Management
Washington
$217K +$217K +13,131 New
FFA
144
First Foundation Advisors
California
$214K -$828K -49,998 -79%
SNBOSD
145
Security National Bank of So Dak
Iowa
$209K – – –
RCG
146
Ruggie Capital Group
Florida
$199K -$3.12K -189 -2%
EWM
147
Edge Wealth Management
New York
$177K +$6.45K +390 +4%
AF
148
Allworth Financial
California
$168K +$168K +10,131 New
TWA
149
TCI Wealth Advisors
Arizona
$163K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$161K +$8.24K +498 +5%
4 5
6
7 8