SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$25K +$25K +1,500 New
GRP
177
Global Retirement Partners
California
$18K – – –
PB
178
Pinnacle Bancorp
Nebraska
$11K +$11K +669 New
MAS
179
Madden Advisory Services
Florida
$11K +$11K +711 New
SBL
180
Sargent Bickham Lagudis
Colorado
$9K +$9K +522 New
AIM
181
Anchor Investment Management
South Carolina
$8.69K – – –
SWA
182
Sutton Wealth Advisors
Florida
$8.05K – – –
CFD
183
Creative Financial Designs
Indiana
$8K +$5.05K +288 +171%
NDSI
184
Newman Dignan & Sheerar Inc
Rhode Island
$7.35K +$589 +35,565 +9%
GI
185
Gradient Investments
Minnesota
$7K +$7K +450 New
AIA
186
Armor Investment Advisors
North Carolina
$6K – – –
PA
187
Parallel Advisors
California
$5K +$46 +3 +0.9%
CPIG
188
Chicago Partners Investment Group
Illinois
$5K +$5K +294 New
VNA
189
Valley National Advisers
Pennsylvania
$2K – – –
GWM
190
Geneos Wealth Management
Colorado
$1K +$1K +120 New
SIM
191
Sonora Investment Management
Arizona
$994 – – –
ACM
192
Avalon Capital Management
California
– -$7.63M -475,653 Closed
MIAN
193
Mariner Independent Advisor Network
Kansas
– -$7.09M -442,392 Closed
PFG
194
Piershale Financial Group
Illinois
– -$4.91M -306,069 Closed
WI
195
WrapManager Inc
California
– -$1.42M -88,647 Closed
LCC
196
Lincoln Capital Corp
Rhode Island
– -$1.38M -86,325 Closed
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
– -$1.03M -64,002 Closed
PCM
198
Pointe Capital Management
Michigan
– -$834K -52,047 Closed
PFA
199
Pinnacle Family Advisors
Missouri
– -$814K -50,820 Closed
LRPA
200
L. Roy Papp & Associates
Arizona
– -$348K -21,738 Closed
5 6 7
8
9