SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
151
Parkside Financial Bank & Trust
Missouri
$160K +$29.2K +1,767 +22%
SIC
152
Salem Investment Counselors
North Carolina
$157K +$58.3K +3,543 +59%
IF
153
Ironwood Financial
Arizona
$118K -$29.4K -1,779 -20%
AWM
154
Avior Wealth Management
Nebraska
$118K +$11K +666 +10%
EK
155
Evensky & Katz
Florida
$114K -$84.2K -5,091 -42%
Chevy Chase Trust
156
Chevy Chase Trust
Maryland
$105K +$105K +6,525 New
SJIM
157
St. Johns Investment Management
Florida
$101K – – –
SEI Investments
158
SEI Investments
Pennsylvania
$100K +$100K +6,015 New
WA
159
Winfield Associates
Ohio
$88K – – –
ADL
160
Asset Dedication LLC
California
$82K +$81.8K +4,965 +41,375%
YWP
161
YorkBridge Wealth Partners
New York
$77K +$77K +4,650 New
VIA
162
Vantage Investment Advisors
Pennsylvania
$76K -$19.1K -1,149 -20%
TAIM
163
TD Ameritrade Investment Management
Nebraska
$74K +$15.7K +951 +27%
HDIM
164
Hanson & Doremus Investment Management
Vermont
$70K +$70K +4,200 New
SA
165
SRH Advisors
Kansas
$69K – – –
BCM
166
Blume Capital Management
California
$65K +$399 +24 +0.6%
KKAMG
167
Kernodle & Katon Asset Management Group
Arkansas
$50K -$43.1K -2,592 -46%
DADC
168
D.A. Davidson & Co
Montana
$41K +$19.5K +1,200 +91%
WCG
169
Wall Capital Group
Arizona
$40K +$40K +2,442 New
GBBWRPM
170
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K +$204 +12 +0.6%
NFG
171
Next Financial Group
Texas
$33K – – –
PAI
172
Pittenger & Anderson Inc
Nebraska
$31K – – –
PSUF
173
People's United Financial
Connecticut
$29K – – –
PG
174
Patten Group
Tennessee
$27K – – –
ACM
175
Armbruster Capital Management
New York
$25K – – –
5 6
7
8 9