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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
201
MML Investors Services
Massachusetts
$254K -$46.9K -2,652 -16%
AIM
202
Avity Investment Management
Connecticut
$250K – – –
MCP
203
Mirador Capital Partners
California
$247K +$19.2K +1,086 +8%
APSP
204
Asset Planning Services (Pennsylvania)
Pennsylvania
$246K +$1.65K +93 +0.7%
NFG
205
Nations Financial Group
Iowa
$241K +$241K +13,605 New
FA
206
Fagan Associates
New York
$235K +$235K +13,296 New
IWM
207
IHT Wealth Management
Illinois
$234K +$212 +12 +0.1%
EWM
208
Empirical Wealth Management
Washington
$233K -$32.9K -1,854 -12%
CAM
209
Carret Asset Management
New York
$233K +$2.66K +150 +1%
FA
210
Fortis Advisors
Pennsylvania
$229K +$75.8K +4,281 +50%
AWM
211
Arbor Wealth Management
Florida
$229K +$229K +12,507 New
AWM
212
Avior Wealth Management
Nebraska
$227K -$14K -795 -6%
S
213
SignatureFD
Georgia
$227K – – –
JA
214
JOYN Advisors
Georgia
$222K -$7.34K -414 -3%
ONB
215
Old National Bancorp
Indiana
$221K -$154K -8,700 -41%
SBIA
216
Sheaff Brock Investment Advisors
Indiana
$219K -$106K -6,000 -33%
GP
217
Girard Partners
Pennsylvania
$219K -$27.5K -1,551 -11%
Stifel Financial
218
Stifel Financial
Missouri
$214K -$24.4K -1,380 -10%
WIA
219
Westbourne Investment Advisors
Maryland
$213K +$5.75K +324 +3%
HK
220
Horizon Kinetics
New York
$211K – – –
TIM
221
Thompson Investment Management
Wisconsin
$207K +$902 +51 +0.4%
EA
222
Elm Advisors
California
$202K – – –
EWA
223
EP Wealth Advisors
California
$201K -$65.7K -3,705 -25%
SWP
224
Strategic Wealth Partners
Ohio
$169K – – –
APA
225
American Portfolios Advisors
New York
$168K -$13.3K -750 -7%
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9
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