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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
41
Increased
77
Reduced
37
Closed
15
Calls
$8K
Puts
$293K
Net Calls
-$285K
Net Calls Change
+$130K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$399M
2
Betterment LLC
2
Betterment LLC
New York
$27.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.5M
4
ACM
4
Avalon Capital Management
California
$7.63M
5
AI
5
Atria Investments
North Carolina
$7.45M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
PV
3
Private Vista
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
GAM
5
Gemmer Asset Management
California
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
151
Vantage Investment Advisors
Pennsylvania
$90K +$54.4K +3,456 +153%
WA
152
Winfield Associates
Ohio
$85K – – –
SA
153
SRH Advisors
Kansas
$66K – – –
MFS
154
MSI Financial Services
Massachusetts
$66K +$48 +3 +0.1%
MDCM
155
Morgan Dempsey Capital Management
Wisconsin
$65K +$65K +4,059 New
BCM
156
Blume Capital Management
California
$62K +$62K +3,885 New
TAIM
157
TD Ameritrade Investment Management
Nebraska
$56K +$41.8K +2,625 +294%
GBBWRPM
158
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K +$291 +18 +0.9%
NFG
159
Next Financial Group
Texas
$32K – – –
BFEC
160
Benjamin F. Edwards & Company
Missouri
$30K – – –
PAI
161
Pittenger & Anderson Inc
Nebraska
$30K – – –
PSUF
162
People's United Financial
Connecticut
$28K – – –
PG
163
Patten Group
Tennessee
$27K +$1.02K +63 +4%
ACM
164
Armbruster Capital Management
New York
$24K +$970 +60 +4%
DADC
165
D.A. Davidson & Co
Montana
$21K +$21K +1,320 New
GRP
166
Global Retirement Partners
California
$18K +$18K +1,092 New
FTUS
167
Flow Traders U.S.
New York
$9K – – –
DBT
168
Dubuque Bank & Trust
Iowa
$9K – – –
AIM
169
Anchor Investment Management
South Carolina
$8.42K – – –
SWA
170
Sutton Wealth Advisors
Florida
$7.79K – – –
AIA
171
Armor Investment Advisors
North Carolina
$6K +$6K +372 New
BWA
172
Burt Wealth Advisors
Maryland
$5K – – –
PA
173
Parallel Advisors
California
$5K +$5K +321 New
CFD
174
Creative Financial Designs
Indiana
$3K +$3K +168 New
VNA
175
Valley National Advisers
Pennsylvania
$2K – – –
4 5 6
7
8