We are live on
!
Find out more
SCHV
Schwab US Large-Cap Value ETF
SCHV
SCHV
208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
62% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 58
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
7% more funds holding
Funds holding: 194 → 208 (+14)
3% more capital invested
Capital invested by funds: $1.25B → $1.29B (+$35.9M)
5.47% less ownership
Funds ownership: 116.68% → 111.21% (-5.5%)
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K
Top Buyers
Top Sellers
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$53.3M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
-$10.3M |
| 3 |
Betterment LLC
New York
|
-$5.99M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.97M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$2.77M |
