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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
201
Vista Capital Partners
Oregon
$349K -$15K -804 -4%
RIA
202
Regal Investment Advisors
Michigan
$347K +$76.6K +4,092 +28%
SG
203
StoneX Group
New York
$335K +$23.2K +1,239 +7%
VIA
204
Vantage Investment Advisors
Pennsylvania
$331K -$29.1K -1,557 -8%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$323K +$8.03K +429 +3%
RC
206
Roundview Capital
New Jersey
$316K – – –
SBIA
207
Sheaff Brock Investment Advisors
Indiana
$315K +$84K +4,500 +36%
TWA
208
TCI Wealth Advisors
Arizona
$311K – – –
IF
209
IRON Financial
Illinois
$308K +$308K +16,500 New
CWM
210
Chesapeake Wealth Management
Virginia
$301K +$560 +30 +0.2%
NL
211
NWAM LLC
Washington
$300K -$784 -42 -0.3%
APG
212
Abacus Planning Group
South Carolina
$294K +$728 +39 +0.2%
AWM
213
Avior Wealth Management
Nebraska
$293K +$52.6K +2,808 +22%
CIR
214
Clear Investment Research
Georgia
$275K -$64.6K -3,456 -19%
GG
215
Gofen & Glossberg
Illinois
$275K – – –
BO
216
BRR OpCo
Ohio
$275K +$4.38K +234 +2%
Renaissance Technologies
217
Renaissance Technologies
New York
$269K -$216K -11,562 -45%
WIA
218
Westbourne Investment Advisors
Maryland
$266K +$41.6K +2,229 +19%
AIM
219
Avity Investment Management
Connecticut
$264K – – –
MCP
220
Mirador Capital Partners
California
$264K +$3.14K +168 +1%
NFG
221
Nations Financial Group
Iowa
$264K +$9.7K +519 +4%
AWA
222
Acorn Wealth Advisors
Michigan
$264K +$114K +6,405 +76%
LFG
223
Larson Financial Group
Missouri
$258K -$43.8K -2,346 -15%
AIA
224
Arcadia Investment Advisors
Idaho
$258K -$50K -2,676 -16%
APSP
225
Asset Planning Services (Pennsylvania)
Pennsylvania
$257K +$1.82K +99 +0.7%
7 8
9
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