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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
+$649K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$616M
2
Bank of America
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
INVST
Indiana
$10.9M
5
MA
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
Jane Street
New York
$4.37M
3
Betterment LLC
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$293K
5
NPC
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
176
Chevy Chase Trust
Maryland
$112K – – –
SJIM
177
St. Johns Investment Management
Florida
$105K – – –
SA
178
SRH Advisors
Kansas
$104K +$32.7K +1,896 +46%
IF
179
Ironwood Financial
Arizona
$102K -$1.25K -72 -1%
YWP
180
YorkBridge Wealth Partners
New York
$83K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$81K – – –
BCM
182
Blume Capital Management
California
$68K +$412 +24 +0.6%
CG
183
Cutler Group
California
$54K +$51.8K +3,000 +2,326%
NIC
184
Northwest Investment Counselors
Oregon
$47K – – –
HDIM
185
Hanson & Doremus Investment Management
Vermont
$45K -$4.11K -240 -8%
WCG
186
Wall Capital Group
Arizona
$42K – – –
PMFA
187
Plante Moran Financial Advisors
Michigan
$39K – – –
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$38K – – –
NFG
189
Next Financial Group
Texas
$35K – – –
GBBWRPM
190
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$35K +$152 +9 +0.4%
MSFP
191
Mark Sheptoff Financial Planning
Connecticut
$35K +$35K +2,046 New
PAI
192
Pittenger & Anderson Inc
Nebraska
$32K – – –
SEI Investments
193
SEI Investments
Pennsylvania
$27K – – –
ACM
194
Armbruster Capital Management
New York
$26K – – –
CTC
195
Central Trust Company
Missouri
$24K – – –
BF
196
BOK Financial
Oklahoma
$23K +$23K +1,305 New
JWA
197
JFS Wealth Advisors
Pennsylvania
$21K +$21K +1,236 New
TAIM
198
TD Ameritrade Investment Management
Nebraska
$15K +$105 +6 +0.7%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.2K -69 -9%
CFD
200
Creative Financial Designs
Indiana
$11K -$3.13K -174 -22%
5 6 7
8
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