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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

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
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
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

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$616M
2
Bank of America
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
INVST
Indiana
$10.9M
5
MA
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
Jane Street
New York
$4.37M
3
Betterment LLC
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$293K
5
NPC
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
126
Zacks Investment Management
Illinois
$453K -$448K -25,980 -50%
OC
127
Oarsman Capital
Wisconsin
$441K +$27.1K +1,569 +7%
IA
128
IFP Advisors
Florida
$422K +$82.6K +4,779 +24%
S
129
SignatureFD
Georgia
$411K -$1.92K -111 -0.5%
MCP
130
Mirador Capital Partners
California
$386K +$677 +39 +0.2%
BO
131
BRR OpCo
Ohio
$380K -$52 -3 -0%
Wolverine Trading
132
Wolverine Trading
Illinois
$376K +$376K +21,783 New
DSC
133
Duncker Streett & Co
Missouri
$375K -$51.3K -2,973 -12%
ONB
134
Old National Bancorp
Indiana
$366K -$35.8K -2,073 -9%
FM
135
Foster & Motley
Ohio
$345K +$10.3K +597 +3%
US Bancorp
136
US Bancorp
Minnesota
$341K -$3.47K -201 -1%
PS
137
Portfolio Solutions
Michigan
$331K +$331K +19,134 New
Millennium Management
138
Millennium Management
New York
$322K +$105K +6,069 +48%
CDIA
139
Capital Directions Investment Advisors
Georgia
$316K -$47.1K -2,727 -13%
CIR
140
Clear Investment Research
Georgia
$316K – – –
ZIC
141
ZWJ Investment Counsel
Georgia
$311K – – –
RC
142
Roundview Capital
New Jersey
$305K -$35.5K -2,055 -10%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$293K -$1.22M -70,536 -81%
NL
144
NWAM LLC
Washington
$291K -$1.56K -90 -0.5%
VCP
145
Vista Capital Partners
Oregon
$290K +$4.97K +288 +2%
LWAC
146
Laurel Wealth Advisors (California)
California
$276K – – –
FAAS
147
First Allied Advisory Services
California
$268K -$278K -16,209 -51%
EWA
148
EP Wealth Advisors
California
$257K – – –
SWM
149
Segment Wealth Management
Texas
$254K +$4.83K +279 +2%
SPC
150
Sigma Planning Corp
Michigan
$251K -$9.38K -543 -4%
4 5
6
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