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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
176
Vista Capital Partners
Oregon
$319K +$13K +714 +4%
CDIA
177
Capital Directions Investment Advisors
Georgia
$317K -$16.7K -915 -5%
SWP
178
Stratos Wealth Partners
Ohio
$308K -$365K -20,004 -54%
LWAC
179
Laurel Wealth Advisors (California)
California
$308K +$16.6K +915 +6%
NL
180
NWAM LLC
Washington
$307K – – –
GCA
181
Gradient Capital Advisors
California
$305K +$305K +16,755 New
ACP
182
Arcus Capital Partners
Georgia
$304K +$304K +16,662 New
VCWA
183
Vanguard Capital Wealth Advisors
Colorado
$300K +$300K +12,726 New
APG
184
Abacus Planning Group
South Carolina
$299K +$299K +16,392 New
S
185
SignatureFD
Georgia
$281K -$153K -8,370 -35%
GRP
186
Global Retirement Partners
California
$280K +$121K +6,654 +77%
SPC
187
Sigma Planning Corp
Michigan
$275K +$9.86K +540 +4%
EWA
188
EP Wealth Advisors
California
$274K +$2.73K +150 +1%
SWM
189
Segment Wealth Management
Texas
$271K +$3.39K +186 +1%
BO
190
BRR OpCo
Ohio
$260K -$141K -7,761 -35%
AIM
191
Avity Investment Management
Connecticut
$257K – – –
Betterment LLC
192
Betterment LLC
New York
$256K -$5.42M -297,600 -95%
IWM
193
IHT Wealth Management
Illinois
$256K +$256K +13,770 New
APSP
194
Asset Planning Services (Pennsylvania)
Pennsylvania
$250K +$1.69K +93 +0.7%
GP
195
Girard Partners
Pennsylvania
$250K +$6.13K +336 +3%
VDI
196
Vaughan David Investments
Illinois
$240K -$22.1K -1,212 -8%
EWM
197
Empirical Wealth Management
Washington
$239K – – –
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$237K +$22.5K +1,233 +10%
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$235K – – –
FAM
200
Foothills Asset Management
Arizona
$229K +$229K +12,567 New
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