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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
201
Moneywise Inc
Virginia
$228K +$1.09K +60 +0.5%
VIA
202
Vantage Investment Advisors
Pennsylvania
$225K +$13.8K +759 +7%
AWM
203
Avior Wealth Management
Nebraska
$225K +$34.4K +1,884 +18%
HK
204
Horizon Kinetics
New York
$217K – – –
EA
205
Elm Advisors
California
$208K +$208K +11,400 New
WIA
206
Westbourne Investment Advisors
Maryland
$207K +$207K +11,340 New
CAM
207
Carret Asset Management
New York
$204K +$204K +11,190 New
EWM
208
Edge Wealth Management
New York
$203K +$31.6K +1,728 +18%
CA
209
Cambridge Advisors
Nebraska
$200K +$200K +10,986 New
ASN
210
Advisory Services Network
Georgia
$190K -$437 -24 -0.2%
FRA
211
Front Row Advisors
California
$158K +$158K +8,667 New
VFA
212
Valeo Financial Advisors
Indiana
$156K -$22.6K -1,245 -13%
SWP
213
Strategic Wealth Partners
Ohio
$154K +$154K +8,706 New
AWA
214
Acorn Wealth Advisors
Michigan
$152K +$152K +8,232 New
EK
215
Evensky & Katz
Florida
$146K +$1.58K +87 +1%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$145K – – –
KJWM
217
Kiley Juergens Wealth Management
Washington
$140K +$140K +7,704 New
RCG
218
Ruggie Capital Group
Florida
$122K -$13.6K -750 -10%
MGIA
219
Moneta Group Investment Advisors
Missouri
$116K +$116K +6,387 New
MDCM
220
Morgan Dempsey Capital Management
Wisconsin
$115K +$115K +6,300 New
FAAS
221
First Allied Advisory Services
California
$113K -$172K -9,450 -60%
WCM
222
Whitener Capital Management
North Carolina
$113K +$113K +6,210 New
TCM
223
Tradewinds Capital Management
Washington
$111K -$13.3K -729 -11%
SA
224
SRH Advisors
Kansas
$110K -$384 -21 -0.3%
IF
225
Ironwood Financial
Arizona
$106K -$818 -45 -0.8%
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