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SCHV

Schwab US Large-Cap Value ETF

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 58

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $1.29B → $1.52B (+$228M)

13.04% more ownership

Funds ownership: 111.21%124.25% (+13%)

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.31%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
Net Calls
+$943K
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
126
Zacks Investment Management
Illinois
$453K -$440K -25,980 -50%
OC
127
Oarsman Capital
Wisconsin
$441K +$26.6K +1,569 +7%
IA
128
IFP Advisors
Florida
$422K +$80.9K +4,779 +24%
S
129
SignatureFD
Georgia
$411K -$1.88K -111 -0.5%
MCP
130
Mirador Capital Partners
California
$386K +$660 +39 +0.2%
BO
131
BRR OpCo
Ohio
$380K -$51 -3 -0%
Wolverine Trading
132
Wolverine Trading
Illinois
$376K +$369K +21,783 New
DSC
133
Duncker Streett & Co
Missouri
$375K -$50.3K -2,973 -12%
ONB
134
Old National Bancorp
Indiana
$366K -$35.1K -2,073 -9%
FM
135
Foster & Motley
Ohio
$345K +$10.1K +597 +3%
US Bancorp
136
US Bancorp
Minnesota
$341K -$3.4K -201 -1%
PS
137
Portfolio Solutions
Michigan
$331K +$324K +19,134 New
Millennium Management
138
Millennium Management
New York
$322K +$103K +6,069 +48%
CDIA
139
Capital Directions Investment Advisors
Georgia
$316K -$46.2K -2,727 -13%
CIR
140
Clear Investment Research
Georgia
$316K
ZIC
141
ZWJ Investment Counsel
Georgia
$311K
RC
142
Roundview Capital
New Jersey
$305K -$34.8K -2,055 -10%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$293K -$1.19M -70,536 -81%
NL
144
NWAM LLC
Washington
$291K -$1.52K -90 -0.5%
VCP
145
Vista Capital Partners
Oregon
$290K +$4.88K +288 +2%
LWAC
146
Laurel Wealth Advisors (California)
California
$276K
FAAS
147
First Allied Advisory Services
California
$268K -$274K -16,209 -51%
EWA
148
EP Wealth Advisors
California
$257K
SWM
149
Segment Wealth Management
Texas
$254K +$4.72K +279 +2%
SPC
150
Sigma Planning Corp
Michigan
$251K -$9.19K -543 -4%

SCHV Hedge Fund Activity: Q3 2017 in Review

213 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2017, worth a combined $1.52B — up 18% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCHV positions and 10 closed out — a net gain of 6 holders — while 107 added to existing stakes and 58 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $101M. The largest seller was Guidant Wealth Advisors, exiting entirely with an estimated $4.58M sold.

  • 213 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2017, up from 208 in Q2 2017.
  • Funds reported $1.52B of Schwab US Large-Cap Value ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 16 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $101M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2017 was Guidant Wealth Advisors, an estimated $4.58M sold.

Based on aggregated 13F filings for Q3 2017.