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SCHV

Schwab US Large-Cap Value ETF

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 58

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $1.29B → $1.52B (+$228M)

13.04% more ownership

Funds ownership: 111.21%124.25% (+13%)

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.31%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
Net Calls
+$943K
Net Calls Change
+$649K
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
151
Vaughan David Investments
Illinois
$248K
DG
152
Davidson & Garrard
Virginia
$247K -$4.22K -249 -2%
AIM
153
Avity Investment Management
Connecticut
$244K -$102K -6,000 -30%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$235K +$1.42K +84 +0.6%
GP
155
Girard Partners
Pennsylvania
$231K
AL
156
Aspiriant LLC
California
$229K -$140K -8,265 -38%
EWM
157
Empirical Wealth Management
Washington
$227K
WI
158
Wintrust Investments
Illinois
$223K -$20.3K -1,200 -8%
SBIA
159
Sheaff Brock Investment Advisors
Indiana
$223K
MI
160
Moneywise Inc
Virginia
$216K -$62.4K -3,687 -23%
CWM
161
Cornerstone Wealth Management
Missouri
$212K +$205K +12,108 New
HK
162
Horizon Kinetics
New York
$206K +$202K +11,922 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$203K +$12.4K +735 +7%
VIA
164
Vantage Investment Advisors
Pennsylvania
$201K +$5.89K +348 +3%
AWM
165
Avior Wealth Management
Nebraska
$181K +$177K +10,455 New
ASN
166
Advisory Services Network
Georgia
$180K +$30.5K +1,800 +21%
TWA
167
TCI Wealth Advisors
Arizona
$170K
VFA
168
Valeo Financial Advisors
Indiana
$170K +$166K +9,822 New
EWM
169
Edge Wealth Management
New York
$162K +$11.3K +666 +8%
GRP
170
Global Retirement Partners
California
$150K +$104K +6,117 +237%
WA
171
Winfield Associates
Ohio
$144K +$30.5K +1,800 +28%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$138K -$1.32K -78 -1%
EK
173
Evensky & Katz
Florida
$137K +$1.47K +87 +1%
RCG
174
Ruggie Capital Group
Florida
$129K -$20.9K -1,233 -14%
TCM
175
Tradewinds Capital Management
Washington
$117K -$45.4K -2,682 -28%

SCHV Hedge Fund Activity: Q3 2017 in Review

213 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2017, worth a combined $1.52B — up 18% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCHV positions and 10 closed out — a net gain of 6 holders — while 107 added to existing stakes and 58 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $101M. The largest seller was Guidant Wealth Advisors, exiting entirely with an estimated $4.58M sold.

  • 213 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2017, up from 208 in Q2 2017.
  • Funds reported $1.52B of Schwab US Large-Cap Value ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 16 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $101M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2017 was Guidant Wealth Advisors, an estimated $4.58M sold.

Based on aggregated 13F filings for Q3 2017.