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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$478K +$472K +25,257 +7,942%
UWM
177
USAdvisors Wealth Management
Minnesota
$462K +$462K +24,702 New
FWM
178
Focused Wealth Management
New York
$458K -$1.15M -61,632 -72%
BIA
179
Bigelow Investment Advisors
Maine
$455K -$66.6K -3,564 -13%
BSW
180
Buckingham Strategic Wealth
Missouri
$455K +$8.31K +444 +2%
AWMG
181
Alliance Wealth Management Group
New Jersey
$452K -$3.76K -201 -0.8%
TCM
182
Towercrest Capital Management
Pennsylvania
$452K -$3.76K -201 -0.8%
FM
183
Foster & Motley
Ohio
$452K +$72K +3,855 +19%
ZIM
184
Zacks Investment Management
Illinois
$445K -$51.3K -2,748 -10%
A
185
AdvicePeriod
California
$437K +$126K +6,711 +41%
LJAC
186
L.J. Altfest & Co
New York
$434K +$2.13K +114 +0.5%
ASN
187
Advisory Services Network
Georgia
$430K +$57.4K +3,072 +15%
Millennium Management
188
Millennium Management
New York
$429K -$180K -9,612 -30%
FAM
189
Foothills Asset Management
Arizona
$427K +$69.9K +3,744 +20%
LNC
190
Lincoln National Corp
Pennsylvania
$425K +$1.35K +72 +0.3%
FA
191
Fagan Associates
New York
$422K +$173K +9,249 +70%
TRCT
192
Tower Research Capital (TRC)
New York
$406K -$338K -18,096 -45%
BIM
193
Bridges Investment Management
Nebraska
$396K +$3.37K +180 +0.9%
SWM
194
Segment Wealth Management
Texas
$374K +$77.7K +4,158 +26%
GC
195
Gratus Capital
Georgia
$374K +$374K +19,995 New
GG
196
GenWealth Group
New Jersey
$373K +$53.1K +2,823 +17%
SEI Investments
197
SEI Investments
Pennsylvania
$367K +$298K +16,062 +435%
RCM
198
Radnor Capital Management
Pennsylvania
$366K +$366K +19,560 New
PS
199
Portfolio Solutions
Michigan
$359K – – –
CDIA
200
Capital Directions Investment Advisors
Georgia
$351K +$38.6K +2,064 +12%
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8
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