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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Carret Asset Management
New York
$229K +$31.7K +1,800 +16%
JA
202
JOYN Advisors
Georgia
$228K -$183K -10,365 -44%
MCP
203
Mirador Capital Partners
California
$227K -$181K -10,263 -44%
IWM
204
IHT Wealth Management
Illinois
$227K -$9.53K -555 -4%
S
205
SignatureFD
Georgia
$225K -$45.9K -2,610 -17%
BCP
206
Blackhawk Capital Partners
Wisconsin
$220K +$219K +12,465 +34,625%
HK
207
Horizon Kinetics
New York
$210K – – –
WIA
208
Westbourne Investment Advisors
Maryland
$206K +$6.08K +345 +3%
TIM
209
Thompson Investment Management
Wisconsin
$205K +$205K +11,649 New
EA
210
Elm Advisors
California
$201K – – –
ADL
211
Asset Dedication LLC
California
$200K +$196K +11,127 +4,469%
ASN
212
Advisory Services Network
Georgia
$184K – – –
APA
213
American Portfolios Advisors
New York
$181K -$734K -41,664 -80%
MGIA
214
Moneta Group Investment Advisors
Missouri
$179K +$66.8K +3,801 +60%
MI
215
Moneywise Inc
Virginia
$174K -$46.9K -2,661 -21%
SWP
216
Strategic Wealth Partners
Ohio
$168K +$14.8K +843 +10%
FRA
217
Front Row Advisors
California
$154K +$1.01K +57 +0.7%
FA
218
Fortis Advisors
Pennsylvania
$152K +$131K +7,449 +622%
AWA
219
Acorn Wealth Advisors
Michigan
$148K +$1.86K +105 +1%
EK
220
Evensky & Katz
Florida
$143K +$1.58K +90 +1%
NWM
221
Northwest Wealth Management
Iowa
$139K +$139K +7,890 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$128K -$12.1K -687 -9%
KCPG
223
Kavar Capital Partners Group
Kansas
$117K +$117K +6,636 New
VFA
224
Valeo Financial Advisors
Indiana
$111K -$39.8K -2,262 -26%
TCM
225
Tradewinds Capital Management
Washington
$107K +$421 +24 +0.4%
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9
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