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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
176
Foster & Motley
Ohio
$360K +$20.2K +1,143 +6%
VCP
177
Vista Capital Partners
Oregon
$344K +$530 +30 +0.2%
VIA
178
Vantage Investment Advisors
Pennsylvania
$341K +$101K +5,733 +42%
PS
179
Portfolio Solutions
Michigan
$339K – – –
FAM
180
Foothills Asset Management
Arizona
$339K +$33.5K +1,890 +11%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$327K +$7.39K +417 +2%
CIR
182
Clear Investment Research
Georgia
$320K – – –
GRP
183
Global Retirement Partners
California
$306K -$14K -789 -4%
GG
184
GenWealth Group
New Jersey
$301K +$301K +17,016 New
RC
185
Roundview Capital
New Jersey
$300K – – –
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$298K -$284K -16,056 -49%
CDIA
187
Capital Directions Investment Advisors
Georgia
$296K -$36.6K -2,064 -11%
TWA
188
TCI Wealth Advisors
Arizona
$295K -$45.2K -2,550 -13%
SG
189
StoneX Group
New York
$295K +$295K +16,668 New
MPM
190
Meritage Portfolio Management
Kansas
$294K +$294K +16,623 New
A
191
AdvicePeriod
California
$293K +$293K +16,536 New
AIA
192
Arcadia Investment Advisors
Idaho
$291K -$276K -15,576 -49%
LFG
193
Larson Financial Group
Missouri
$286K -$3.29K -186 -1%
CWM
194
Chesapeake Wealth Management
Virginia
$285K -$41.4K -2,340 -13%
NL
195
NWAM LLC
Washington
$285K -$5.68K -321 -2%
SWM
196
Segment Wealth Management
Texas
$281K +$15.9K +900 +6%
APG
197
Abacus Planning Group
South Carolina
$278K -$3.35K -189 -1%
GG
198
Gofen & Glossberg
Illinois
$261K – – –
RIA
199
Regal Investment Advisors
Michigan
$256K -$29.9K -1,686 -10%
BO
200
BRR OpCo
Ohio
$256K +$318 +18 +0.1%
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