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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Continuum Advisory
Idaho
$512K -$6.22K -351 -1%
AW
152
ACG Wealth
Georgia
$511K -$61.5K -3,471 -11%
GCA
153
Gradient Capital Advisors
California
$497K +$39.6K +2,235 +9%
BIA
154
Bigelow Investment Advisors
Maine
$494K -$106K -5,985 -18%
IA
155
IFP Advisors
Florida
$493K +$72.4K +4,092 +17%
NWS
156
Newport Wealth Strategies
California
$492K -$473K -26,712 -49%
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$491K +$2.71K +153 +0.6%
WAM
158
Wealthspire Advisors (Maryland)
Maryland
$481K -$47.3K -2,667 -9%
BL
159
BCWM LLC
Kansas
$472K +$472K +26,631 New
ZIM
160
Zacks Investment Management
Illinois
$471K +$39.6K +2,235 +9%
BAC
161
Boys Arnold & Co
North Carolina
$470K -$1.28K -72 -0.3%
Renaissance Technologies
162
Renaissance Technologies
New York
$460K +$460K +25,962 New
DSC
163
Duncker Streett & Co
Missouri
$458K +$46.7K +2,637 +11%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$447K -$29.2K -1,650 -6%
AWMG
165
Alliance Wealth Management Group
New Jersey
$432K -$103K -5,787 -19%
TCM
166
Towercrest Capital Management
Pennsylvania
$432K +$432K +24,387 New
AG
167
Appleton Group
Wisconsin
$424K -$8.66M -489,120 -95%
LWAC
168
Laurel Wealth Advisors (California)
California
$424K +$52.8K +2,985 +14%
BSW
169
Buckingham Strategic Wealth
Missouri
$423K +$30K +1,692 +8%
SIAS
170
Shine Investment Advisory Services
Colorado
$418K -$193K -10,872 -32%
LJAC
171
L.J. Altfest & Co
New York
$409K +$2.6K +147 +0.6%
LNC
172
Lincoln National Corp
Pennsylvania
$401K +$11.4K +642 +3%
BIA
173
BHK Investment Advisors
Alabama
$373K +$373K +21,051 New
BIM
174
Bridges Investment Management
Nebraska
$372K -$36.1K -2,037 -9%
ASN
175
Advisory Services Network
Georgia
$369K +$176K +9,525 +91%
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