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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

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
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
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

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$616M
2
Bank of America
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
INVST
Indiana
$10.9M
5
MA
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
Jane Street
New York
$4.37M
3
Betterment LLC
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$293K
5
NPC
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
151
Vaughan David Investments
Illinois
$248K – – –
DG
152
Davidson & Garrard
Virginia
$247K -$4.29K -249 -2%
AIM
153
Avity Investment Management
Connecticut
$244K -$104K -6,000 -30%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$235K +$1.45K +84 +0.6%
GP
155
Girard Partners
Pennsylvania
$231K – – –
AL
156
Aspiriant LLC
California
$229K -$143K -8,265 -38%
EWM
157
Empirical Wealth Management
Washington
$227K – – –
WI
158
Wintrust Investments
Illinois
$223K -$20.7K -1,200 -8%
SBIA
159
Sheaff Brock Investment Advisors
Indiana
$223K – – –
MI
160
Moneywise Inc
Virginia
$216K -$63.8K -3,687 -23%
CWM
161
Cornerstone Wealth Management
Missouri
$212K +$212K +12,108 New
HK
162
Horizon Kinetics
New York
$206K +$206K +11,922 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$203K +$12.7K +735 +7%
VIA
164
Vantage Investment Advisors
Pennsylvania
$201K +$6.02K +348 +3%
AWM
165
Avior Wealth Management
Nebraska
$181K +$181K +10,455 New
ASN
166
Advisory Services Network
Georgia
$180K +$31K +1,800 +21%
TWA
167
TCI Wealth Advisors
Arizona
$170K – – –
VFA
168
Valeo Financial Advisors
Indiana
$170K +$170K +9,822 New
EWM
169
Edge Wealth Management
New York
$162K +$11.5K +666 +8%
GRP
170
Global Retirement Partners
California
$150K +$106K +6,117 +237%
WA
171
Winfield Associates
Ohio
$144K +$31.1K +1,800 +28%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$138K -$1.35K -78 -1%
EK
173
Evensky & Katz
Florida
$137K +$1.5K +87 +1%
RCG
174
Ruggie Capital Group
Florida
$129K -$21.3K -1,233 -14%
TCM
175
Tradewinds Capital Management
Washington
$117K -$46.1K -2,682 -28%
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