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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$1.16M -$18.3K -978 -2%
WDL
127
Well Done LLC
Michigan
$1.15M – – –
CCM
128
Carlson Capital Management
Minnesota
$1.11M – – –
SPC
129
Sigma Planning Corp
Michigan
$1.11M -$897 -48 -0.1%
BW
130
Bison Wealth
Georgia
$1.11M +$143K +7,677 +15%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$1.05M -$2.36K -126 -0.2%
WIC
132
Whitegate Investment Counselors
New Hampshire
$1.03M +$396K +21,198 +62%
GC
133
Garde Capital
Washington
$1.01M +$91K +5,052 +10%
SG Americas Securities
134
SG Americas Securities
New York
$1M +$1M +53,658 New
BTS
135
BB&T Securities
Virginia
$994K +$53K +2,838 +6%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$977K +$22.1K +1,182 +2%
HSA
137
HBK Sorce Advisory
Pennsylvania
$946K -$14.3K -765 -1%
PFM
138
Phillips Financial Management
Indiana
$938K +$29K +1,548 +3%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$915K +$236K +12,642 +35%
OC
140
Oarsman Capital
Wisconsin
$880K +$57.8K +3,090 +7%
ADL
141
Asset Dedication LLC
California
$862K -$76.9K -4,110 -8%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$819K +$229K +12,228 +39%
MMHP
143
Murphy Middleton Hinkle & Parker
Georgia
$818K +$953 +51 +0.1%
DSC
144
Duncker Streett & Co
Missouri
$811K +$327K +17,505 +68%
CFA
145
Cahill Financial Advisors
Minnesota
$795K +$15.5K +828 +2%
MCM
146
Mengis Capital Management
Oregon
$787K +$70.4K +3,771 +10%
JC
147
Jentner Corp
Ohio
$783K -$11.9K -636 -1%
AA
148
Alesco Advisors
New York
$779K -$18.3K -981 -2%
EWA
149
EP Wealth Advisors
California
$768K +$556K +29,754 +262%
WPA
150
West Paces Advisors
Georgia
$767K – – –
4 5
6
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