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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$32M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.2M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$5.72M
4
MG
Mather Group
Illinois
+$5.42M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$4.38M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$53.6M
2
AA
Apriem Advisors
California
-$10.4M
3
Betterment LLC
Betterment LLC
New York
-$6.03M
4
Bank of America
Bank of America
North Carolina
-$5M
5
TCM
Tradewinds Capital Management
Washington
-$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
176
SRH Advisors
Kansas
$69K – – –
BCM
177
Blume Capital Management
California
$66K +$403 +24 +0.6%
HDIM
178
Hanson & Doremus Investment Management
Vermont
$48K -$22.2K -1,329 -32%
NIC
179
Northwest Investment Counselors
Oregon
$45K +$45K +2,700 New
GRP
180
Global Retirement Partners
California
$43K +$24.8K +1,485 +136%
DADC
181
D.A. Davidson & Co
Montana
$42K – – –
WCG
182
Wall Capital Group
Arizona
$41K – – –
PMFA
183
Plante Moran Financial Advisors
Michigan
$38K +$38K +2,250 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$36K +$36K +2,172 New
NFG
185
Next Financial Group
Texas
$34K – – –
GBBWRPM
186
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$34K +$246 +15 +0.7%
PAI
187
Pittenger & Anderson Inc
Nebraska
$31K – – –
PSUF
188
People's United Financial
Connecticut
$29K – – –
SEI Investments
189
SEI Investments
Pennsylvania
$26K -$75.2K -4,470 -74%
ACM
190
Armbruster Capital Management
New York
$25K – – –
CTC
191
Central Trust Company
Missouri
$23K +$23K +1,404 New
VWA
192
V Wealth Advisors
Kansas
$15K +$15K +906 New
TAIM
193
TD Ameritrade Investment Management
Nebraska
$14K -$59.2K -3,615 -81%
CFD
194
Creative Financial Designs
Indiana
$13K +$5.46K +330 +72%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +762 New
AIM
196
Anchor Investment Management
South Carolina
$8.79K – – –
SWA
197
Sutton Wealth Advisors
Florida
$8.13K – – –
AIA
198
Armor Investment Advisors
North Carolina
$6K – – –
PA
199
Parallel Advisors
California
$6K +$55 +3 +0.9%
ACM
200
AlphaStar Capital Management
North Carolina
$6K +$6K +390 New
5 6 7
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