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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
151
Bigelow Investment Advisors
Maine
$509K +$509K +27,930 New
BAC
152
Boys Arnold & Co
North Carolina
$485K -$1.15K -63 -0.2%
FIAS
153
FinTrust Investment Advisory Services
South Carolina
$481K -$23.2K -1,275 -5%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$471K -$246K -13,488 -34%
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$457K -$33K -1,809 -7%
ZIM
156
Zacks Investment Management
Illinois
$455K -$23.6K -1,296 -5%
BAM
157
Berkshire Asset Management
Pennsylvania
$435K +$435K +23,853 New
IA
158
IFP Advisors
Florida
$433K -$11.8K -645 -3%
TWA
159
TCI Wealth Advisors
Arizona
$432K +$253K +13,863 +141%
JA
160
JOYN Advisors
Georgia
$425K +$425K +23,304 New
DSC
161
Duncker Streett & Co
Missouri
$423K +$26.8K +1,470 +7%
BIM
162
Bridges Investment Management
Nebraska
$423K +$423K +23,235 New
MCP
163
Mirador Capital Partners
California
$422K +$16.6K +909 +4%
PSF
164
Pacific Sun Financial
California
$422K +$422K +23,154 New
WAAG
165
Wealth Alliance Advisory Group
Kansas
$418K +$418K +22,953 New
US Bancorp
166
US Bancorp
Minnesota
$407K +$47.3K +2,595 +13%
LRPA
167
L. Roy Papp & Associates
Arizona
$403K +$403K +22,098 New
ONB
168
Old National Bancorp
Indiana
$386K – – –
PS
169
Portfolio Solutions
Michigan
$349K – – –
TRCT
170
Tower Research Capital (TRC)
New York
$345K -$1.3M -71,151 -79%
ZIC
171
ZWJ Investment Counsel
Georgia
$345K +$17K +933 +5%
FM
172
Foster & Motley
Ohio
$340K -$23.7K -1,302 -7%
CIR
173
Clear Investment Research
Georgia
$334K – – –
AFA
174
Aurora Financial Advisors
Massachusetts
$334K +$334K +18,345 New
RC
175
Roundview Capital
New Jersey
$322K – – –
5 6
7
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