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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
176
Sheaff Brock Investment Advisors
Indiana
$324K +$96.5K +5,475 +42%
CIR
177
Clear Investment Research
Georgia
$320K -$2.43K -138 -0.8%
GRP
178
Global Retirement Partners
California
$318K +$47.6K +2,700 +18%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$318K +$88.8K +5,037 +39%
FAM
180
Foothills Asset Management
Arizona
$304K +$82.3K +4,668 +37%
Millennium Management
181
Millennium Management
New York
$300K -$584K -33,141 -66%
MML Investors Services
182
MML Investors Services
Massachusetts
$300K +$300K +17,022 New
RC
183
Roundview Capital
New Jersey
$298K -$12.9K -735 -4%
NL
184
NWAM LLC
Washington
$289K -$6.91K -393 -2%
LFG
185
Larson Financial Group
Missouri
$288K -$209K -11,853 -42%
RIA
186
Regal Investment Advisors
Michigan
$284K -$211K -12,015 -43%
APG
187
Abacus Planning Group
South Carolina
$280K -$8.72K -495 -3%
SPC
188
Sigma Planning Corp
Michigan
$265K -$106 -6 -0%
EWA
189
EP Wealth Advisors
California
$265K – – –
SWP
190
Stratos Wealth Partners
Ohio
$264K -$33.8K -1,917 -11%
EWM
191
Empirical Wealth Management
Washington
$264K +$32.7K +1,854 +14%
SWM
192
Segment Wealth Management
Texas
$263K +$1.53K +87 +0.6%
GG
193
Gofen & Glossberg
Illinois
$259K +$259K +14,736 New
BO
194
BRR OpCo
Ohio
$254K +$3K +171 +1%
AIM
195
Avity Investment Management
Connecticut
$248K – – –
GP
196
Girard Partners
Pennsylvania
$245K +$3.75K +213 +2%
APSP
197
Asset Planning Services (Pennsylvania)
Pennsylvania
$243K +$1.48K +84 +0.6%
AWM
198
Avior Wealth Management
Nebraska
$240K +$22.9K +1,302 +11%
VIA
199
Vantage Investment Advisors
Pennsylvania
$239K +$20.8K +1,179 +10%
Stifel Financial
200
Stifel Financial
Missouri
$238K +$238K +13,482 New
6 7
8
9 10