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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$504K – – –
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$485K +$43.3K +2,460 +10%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$473K -$47.7K -2,712 -9%
BAC
154
Boys Arnold & Co
North Carolina
$473K – – –
GCA
155
Gradient Capital Advisors
California
$455K +$160K +9,066 +54%
WCM
156
Whitener Capital Management
North Carolina
$453K +$344K +19,512 +314%
IA
157
IFP Advisors
Florida
$433K – – –
ZIM
158
Zacks Investment Management
Illinois
$429K -$10.8K -612 -2%
DSC
159
Duncker Streett & Co
Missouri
$409K +$476 +27 +0.1%
BIM
160
Bridges Investment Management
Nebraska
$405K -$3.75K -213 -0.9%
LJAC
161
L.J. Altfest & Co
New York
$405K +$405K +22,974 New
F
162
F3Logic
Minnesota
$393K +$393K +22,278 New
BSW
163
Buckingham Strategic Wealth
Missouri
$391K +$391K +22,185 New
LRPA
164
L. Roy Papp & Associates
Arizona
$388K -$1.06K -60 -0.3%
LNC
165
Lincoln National Corp
Pennsylvania
$388K +$388K +22,017 New
FIAS
166
FinTrust Investment Advisory Services
South Carolina
$387K -$78.2K -4,434 -17%
ONB
167
Old National Bancorp
Indiana
$373K – – –
US Bancorp
168
US Bancorp
Minnesota
$369K -$25.1K -1,422 -6%
LWAC
169
Laurel Wealth Advisors (California)
California
$369K +$71K +4,035 +24%
VCP
170
Vista Capital Partners
Oregon
$342K +$33.7K +1,914 +11%
TWA
171
TCI Wealth Advisors
Arizona
$338K -$78.9K -4,482 -19%
FM
172
Foster & Motley
Ohio
$338K +$9.77K +555 +3%
PS
173
Portfolio Solutions
Michigan
$337K – – –
CDIA
174
Capital Directions Investment Advisors
Georgia
$331K +$24.2K +1,371 +8%
CWM
175
Chesapeake Wealth Management
Virginia
$325K +$325K +18,435 New
5 6
7
8 9