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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
151
Blue Chip Wealth Management
Florida
$765K +$98.4K +5,265 +15%
PFA
152
Pure Financial Advisors
California
$755K +$755K +40,386 New
DCM
153
Donaldson Capital Management
Indiana
$734K +$734K +39,288 New
VFA
154
Valeo Financial Advisors
Indiana
$732K +$53 +3 +0%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$708K +$73.1K +3,909 +12%
VCWA
156
Vanguard Capital Wealth Advisors
Colorado
$706K +$9.86K +528 +1%
LWAC
157
Laurel Wealth Advisors (California)
California
$706K +$258K +13,830 +58%
LCC
158
Lincoln Capital Corp
Rhode Island
$699K -$2.37M -126,879 -77%
3C
159
361 Capital
Colorado
$688K -$2.47K -132 -0.4%
TYCC
160
Texas Yale Capital Corp
Florida
$667K +$4.55K +243 +0.7%
BIA
161
BHK Investment Advisors
Alabama
$645K +$252K +13,470 +64%
US Bancorp
162
US Bancorp
Minnesota
$596K -$168 -9 -0%
WCM
163
Whitener Capital Management
North Carolina
$561K -$2.07K -111 -0.4%
CA
164
Continuum Advisory
Idaho
$547K +$5.12K +273 +0.9%
AW
165
ACG Wealth
Georgia
$540K +$168 +9 +0%
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$537K +$30K +1,605 +6%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$537K +$192K +10,269 +56%
GCA
168
Gradient Capital Advisors
California
$527K +$2.97K +159 +0.6%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$518K – – –
BAC
170
Boys Arnold & Co
North Carolina
$508K +$10K +534 +2%
GRP
171
Global Retirement Partners
California
$503K +$180K +9,657 +56%
SIAS
172
Shine Investment Advisory Services
Colorado
$493K +$52.3K +2,802 +12%
BL
173
BCWM LLC
Kansas
$488K -$10.3K -549 -2%
NWS
174
Newport Wealth Strategies
California
$487K -$5.26K -297 -1%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$483K +$11K +588 +2%
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