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SCHV

Schwab US Large-Cap Value ETF

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

84% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 58

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $1.29B → $1.52B (+$228M)

13.04% more ownership

Funds ownership: 111.21%124.25% (+13%)

2% more funds holding

Funds holding: 208213 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.31%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
201
Dubuque Bank & Trust
Iowa
$10K +$9.4K +555 New
SWA
202
Sutton Wealth Advisors
Florida
$8.39K
AIA
203
Armor Investment Advisors
North Carolina
$6K
PA
204
Parallel Advisors
California
$6K
CPIG
205
Chicago Partners Investment Group
Illinois
$5K +$2.18K +129 +77%
Simplex Trading
206
Simplex Trading
Illinois
$5K +$5.08K +300 New
AIM
207
Anchor Investment Management
South Carolina
$2.59K -$6.35K -375 -71%
PG
208
Patten Group
Tennessee
$2K
VNA
209
Valley National Advisers
Pennsylvania
$2K
JP Morgan Chase
210
JP Morgan Chase
New York
$2K +$1.52K +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
ADL
222
Asset Dedication LLC
California
+$356 +21 +175%

SCHV Hedge Fund Activity: Q3 2017 in Review

213 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2017, worth a combined $1.52B — up 18% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCHV positions and 10 closed out — a net gain of 6 holders — while 107 added to existing stakes and 58 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $101M. The largest seller was Guidant Wealth Advisors, exiting entirely with an estimated $4.58M sold.

  • 213 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2017, up from 208 in Q2 2017.
  • Funds reported $1.52B of Schwab US Large-Cap Value ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 16 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2017 and 10 closed out, a net change of +6 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $101M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2017 was Guidant Wealth Advisors, an estimated $4.58M sold.

Based on aggregated 13F filings for Q3 2017.