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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
126
Atlas Capital Advisors
Wyoming
$857K -$186K -10,203 -18%
OC
127
Oarsman Capital
Wisconsin
$778K +$162K +9,171 +26%
MMHP
128
Murphy Middleton Hinkle & Parker
Georgia
$774K +$193K +10,920 +33%
BAM
129
Berkshire Asset Management
Pennsylvania
$759K +$150K +8,478 +25%
VFA
130
Valeo Financial Advisors
Indiana
$759K +$643K +35,025 +555%
DAS
131
Dynamic Advisor Solutions
Arizona
$758K +$154K +8,733 +26%
AA
132
Alesco Advisors
New York
$755K +$15.5K +876 +2%
JC
133
Jentner Corp
Ohio
$753K +$9.29K +525 +1%
CFA
134
Cahill Financial Advisors
Minnesota
$738K – – –
WPA
135
West Paces Advisors
Georgia
$726K +$726K +41,010 New
PAG
136
Private Advisor Group
New Jersey
$716K -$152K -8,592 -18%
TRCT
137
Tower Research Capital (TRC)
New York
$705K -$28.5K -1,611 -4%
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
$694K -$25.3K -1,431 -4%
MCM
139
Mengis Capital Management
Oregon
$679K +$48.7K +2,751 +8%
VCWA
140
Vanguard Capital Wealth Advisors
Colorado
$659K +$81.7K +4,620 +14%
3C
141
361 Capital
Colorado
$654K +$654K +36,951 New
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$642K +$642K +36,282 New
BCWM
143
Blue Chip Wealth Management
Florida
$631K +$104K +5,853 +20%
TYCC
144
Texas Yale Capital Corp
Florida
$627K -$93.4K -5,277 -13%
WIC
145
Whitegate Investment Counselors
New Hampshire
$604K -$5.84K -330 -1%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$601K +$33.2K +1,878 +6%
Millennium Management
147
Millennium Management
New York
$577K +$275K +15,555 +91%
US Bancorp
148
US Bancorp
Minnesota
$565K +$194K +10,971 +52%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$558K +$1.27K +72 +0.2%
WCM
150
Whitener Capital Management
North Carolina
$533K +$78.3K +4,428 +17%
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