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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
126
Bison Wealth
Georgia
$776K +$14.2K +780 +2%
CFA
127
Cahill Financial Advisors
Minnesota
$755K -$1.48K -81 -0.2%
AA
128
Alesco Advisors
New York
$754K -$27.7K -1,518 -4%
FA
129
FDx Advisors
Illinois
$737K +$22.9K +1,254 +3%
ACM
130
Avalon Capital Management
California
$724K +$724K +39,741 New
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$718K +$42K +2,301 +6%
JC
132
Jentner Corp
Ohio
$693K +$50.1K +2,739 +8%
SIAS
133
Shine Investment Advisory Services
Colorado
$653K -$63K -3,462 -9%
DY
134
Dowling & Yahnke
California
$651K +$651K +35,697 New
MCM
135
Mengis Capital Management
Oregon
$637K -$4.7K -258 -0.7%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$630K +$2.68K +147 +0.4%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$627K +$50.8K +2,781 +9%
WIC
138
Whitegate Investment Counselors
New Hampshire
$626K +$15.2K +837 +2%
CWM
139
Cornerstone Wealth Management
Missouri
$612K +$388K +20,985 +173%
MMHP
140
Murphy Middleton Hinkle & Parker
Georgia
$597K +$597K +32,778 New
AW
141
ACG Wealth
Georgia
$565K +$41K +2,250 +8%
CA
142
Continuum Advisory
Idaho
$564K -$20.8K -1,140 -4%
PAG
143
Pinnacle Advisory Group
Maryland
$551K -$328K -18,030 -37%
AWMG
144
Alliance Wealth Management Group
New Jersey
$545K -$549K -30,105 -50%
WAM
145
Wealthspire Advisors (Maryland)
Maryland
$543K -$9.79K -537 -2%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$539K -$49.8K -2,736 -8%
OC
147
Oarsman Capital
Wisconsin
$528K +$62.6K +3,432 +13%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$522K +$522K +28,635 New
LFG
149
Larson Financial Group
Missouri
$514K +$514K +28,197 New
RIA
150
Regal Investment Advisors
Michigan
$513K +$21.8K +1,197 +4%
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