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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$94.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$26.4M
4
MG
Mather Group
Illinois
$11.2M
5
MIAN
Mariner Independent Advisor Network
Kansas
$4.38M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$114M
2
AA
Apriem Advisors
California
$8.02M
3
Betterment LLC
Betterment LLC
New York
$8.33M
4
Bank of America
Bank of America
North Carolina
$21.6M
5
TCM
Tradewinds Capital Management
Washington
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
126
Mirador Capital Partners
California
$378K -$3.27K -192 -0.9%
BO
127
BRR OpCo
Ohio
$369K +$9.09K +543 +3%
LRPA
128
L. Roy Papp & Associates
Arizona
$364K +$364K +21,738 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$362K +$62.7K +3,753 +21%
AL
130
Aspiriant LLC
California
$360K – – –
GA
131
Geneva Advisors
Illinois
$356K +$72.7K +4,341 +26%
CDIA
132
Capital Directions Investment Advisors
Georgia
$352K +$53.2K +3,180 +18%
AIM
133
Avity Investment Management
Connecticut
$336K – – –
US Bancorp
134
US Bancorp
Minnesota
$334K -$44K -2,628 -12%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$334K – – –
RC
136
Roundview Capital
New Jersey
$330K -$49K -2,928 -13%
IA
137
IFP Advisors
Florida
$328K +$64.2K +3,840 +24%
FM
138
Foster & Motley
Ohio
$324K +$201 +12 +0.1%
CIR
139
Clear Investment Research
Georgia
$306K +$306K +18,312 New
ZIC
140
ZWJ Investment Counsel
Georgia
$301K +$301K +18,000 New
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$285K +$285K +17,061 New
NL
142
NWAM LLC
Washington
$283K -$115K -6,846 -29%
VCP
143
Vista Capital Partners
Oregon
$276K -$19.7K -1,176 -7%
PCM
144
Penserra Capital Management
California
$270K -$310K -18,555 -53%
MI
145
Moneywise Inc
Virginia
$270K -$18K -1,080 -6%
LWAC
146
Laurel Wealth Advisors (California)
California
$268K +$268K +16,020 New
SPC
147
Sigma Planning Corp
Michigan
$252K -$30.1K -1,800 -11%
EWA
148
EP Wealth Advisors
California
$249K – – –
DG
149
Davidson & Garrard
Virginia
$244K – – –
VDI
150
Vaughan David Investments
Illinois
$241K – – –
4 5
6
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