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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Alesco Advisors
New York
$736K +$7.45K +423 +1%
CFA
127
Cahill Financial Advisors
Minnesota
$734K +$4.02K +228 +0.6%
TRCT
128
Tower Research Capital (TRC)
New York
$730K +$396K +22,506 +119%
TYCC
129
Texas Yale Capital Corp
Florida
$717K -$262K -14,853 -27%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$716K +$22.2K +1,257 +3%
FA
131
FDx Advisors
Illinois
$674K -$38.7K -2,196 -5%
MCM
132
Mengis Capital Management
Oregon
$627K +$11.6K +657 +2%
OC
133
Oarsman Capital
Wisconsin
$613K +$103K +5,841 +20%
SIAS
134
Shine Investment Advisory Services
Colorado
$607K -$24.6K -1,395 -4%
WIC
135
Whitegate Investment Counselors
New Hampshire
$607K +$1.22K +69 +0.2%
BAM
136
Berkshire Asset Management
Pennsylvania
$606K +$186K +10,560 +44%
DAS
137
Dynamic Advisor Solutions
Arizona
$601K +$601K +34,143 New
BIA
138
Bigelow Investment Advisors
Maine
$597K +$105K +5,964 +21%
CWM
139
Cornerstone Wealth Management
Missouri
$580K +$10.5K +612 +2%
MMHP
140
Murphy Middleton Hinkle & Parker
Georgia
$578K +$581 +33 +0.1%
AW
141
ACG Wealth
Georgia
$569K +$23.4K +1,329 +4%
VCWA
142
Vanguard Capital Wealth Advisors
Colorado
$568K +$347K +19,917 +157%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$566K -$28.7K -1,668 -5%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$565K +$109K +6,213 +24%
AIA
145
Arcadia Investment Advisors
Idaho
$564K -$287K -16,275 -34%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$548K -$49.1K -2,823 -8%
AWMG
147
Alliance Wealth Management Group
New Jersey
$531K +$4.7K +267 +0.9%
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$525K +$423 +24 +0.1%
BCWM
149
Blue Chip Wealth Management
Florida
$525K +$525K +29,802 New
CA
150
Continuum Advisory
Idaho
$515K -$30.3K -1,719 -6%
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