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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$94.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$26.4M
4
MG
Mather Group
Illinois
$11.2M
5
MIAN
Mariner Independent Advisor Network
Kansas
$4.38M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$114M
2
AA
Apriem Advisors
California
$8.02M
3
Betterment LLC
Betterment LLC
New York
$8.33M
4
Bank of America
Bank of America
North Carolina
$21.6M
5
TCM
Tradewinds Capital Management
Washington
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Segment Wealth Management
Texas
$241K +$241K +14,406 New
WI
152
Wintrust Investments
Illinois
$236K +$8.07K +483 +4%
APSP
153
Asset Planning Services (Pennsylvania)
Pennsylvania
$227K +$1.41K +84 +0.6%
GP
154
Girard Partners
Pennsylvania
$224K – – –
EWM
155
Empirical Wealth Management
Washington
$220K – – –
SBIA
156
Sheaff Brock Investment Advisors
Indiana
$216K +$216K +12,900 New
SNBOSD
157
Security National Bank of So Dak
Iowa
$211K – – –
Millennium Management
158
Millennium Management
New York
$211K +$211K +12,591 New
VIA
159
Vantage Investment Advisors
Pennsylvania
$189K +$112K +6,696 +147%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$185K +$21.9K +1,308 +13%
AF
161
Allworth Financial
California
$170K – – –
TWA
162
TCI Wealth Advisors
Arizona
$164K – – –
TCM
163
Tradewinds Capital Management
Washington
$159K -$2.8M -166,815 -95%
EWM
164
Edge Wealth Management
New York
$147K -$33.3K -1,974 -18%
RCG
165
Ruggie Capital Group
Florida
$146K -$56.1K -3,342 -28%
ASN
166
Advisory Services Network
Georgia
$145K +$145K +8,625 +35,938%
TRCT
167
Tower Research Capital (TRC)
New York
$144K -$358K -21,303 -71%
PFBT
168
Parkside Financial Bank & Trust
Missouri
$135K -$27.4K -1,632 -17%
EK
169
Evensky & Katz
Florida
$131K +$16.3K +978 +14%
WA
170
Winfield Associates
Ohio
$109K +$20.1K +1,200 +23%
Chevy Chase Trust
171
Chevy Chase Trust
Maryland
$108K -$851 -51 -0.8%
SJIM
172
St. Johns Investment Management
Florida
$102K – – –
IF
173
Ironwood Financial
Arizona
$100K -$20.1K -1,194 -17%
YWP
174
YorkBridge Wealth Partners
New York
$81K +$2.53K +150 +3%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$78K +$78K +4,683 New
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