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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
+$649K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$616M
2
Bank of America
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$108M
4
I
INVST
Indiana
$10.9M
5
MA
MUFG Americas
New York
$10.5M

Top Sellers

1
GWA
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
Jane Street
New York
$4.37M
3
Betterment LLC
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$293K
5
NPC
National Planning Corporation
California
$2.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
201
Dubuque Bank & Trust
Iowa
$10K +$10K +555 New
SWA
202
Sutton Wealth Advisors
Florida
$8.4K – – –
PA
203
Parallel Advisors
California
$6K – – –
AIA
204
Armor Investment Advisors
North Carolina
$6K – – –
CPIG
205
Chicago Partners Investment Group
Illinois
$5K +$2.17K +129 +77%
Simplex Trading
206
Simplex Trading
Illinois
$5K +$5K +300 New
AIM
207
Anchor Investment Management
South Carolina
$2.59K -$6.48K -375 -71%
VNA
208
Valley National Advisers
Pennsylvania
$2K – – –
PG
209
Patten Group
Tennessee
$2K – – –
JPMorgan Chase & Co
210
JPMorgan Chase & Co
New York
$2K +$2K +90 New
SIM
211
Sonora Investment Management
Arizona
$1.04K – – –
GWA
212
Guidant Wealth Advisors
Illinois
– -$4.58M -273,471 Closed
LRPA
213
L. Roy Papp & Associates
Arizona
– -$364K -21,738 Closed
PCM
214
Penserra Capital Management
California
– -$270K -16,161 Closed
SNBOSD
215
Security National Bank of So Dak
Iowa
– -$211K -12,609 Closed
AF
216
Allworth Financial
California
– -$170K -10,131 Closed
DADC
217
D.A. Davidson & Co
Montana
– -$42K -2,520 Closed
PSUF
218
People's United Financial
Connecticut
– -$29K -1,731 Closed
VWA
219
V Wealth Advisors
Kansas
– -$15K -906 Closed
ACM
220
AlphaStar Capital Management
North Carolina
– -$6K -390 Closed
BWA
221
Burt Wealth Advisors
Maryland
– -$5K -339 Closed
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