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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

178 hedge funds and large institutions have $1.11B invested in Schwab US Large-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.5%
New
41
Increased
77
Reduced
37
Closed
15
Calls
$8K
Puts
$293K
Net Calls
-$285K
Net Calls Change
+$130K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$399M
2
APP
2
Avantax Planning Partners
Iowa
$157M
3
Betterment LLC
3
Betterment LLC
New York
$27.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$68.5M
5
FCI
5
Financial Counselors Inc
Kansas
$13.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
PV
3
Private Vista
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
GAM
5
Gemmer Asset Management
California
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$399M 8,303,176 +8,303,176 New
APP
2
Avantax Planning Partners
Iowa
$157M 3,264,166 +3,264,166 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.5M 1,424,286 +287,527 +25%
BlackRock
4
BlackRock
New York
$36.4M 756,142 +503 +0.1%
KF
5
Krilogy Financial
Missouri
$34.6M 718,638 +8,206 +1%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29M 603,167 -17,184 -3%
Betterment LLC
7
Betterment LLC
New York
$27.1M 563,611 +348,029 +161%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$17M 352,792 +75,334 +27%
Morgan Stanley
9
Morgan Stanley
New York
$16.6M 345,694 -96,353 -22%
AA
10
Apriem Advisors
California
$15.8M 329,398 -29,104 -8%
GAM
11
Gemmer Asset Management
California
$15.5M 322,174 -32,659 -9%
FCI
12
Financial Counselors Inc
Kansas
$13.7M 285,777 +285,777 New
LYV
13
Live Your Vision
Pennsylvania
$12.3M 256,223 +626 +0.2%
SAM
14
Summit Asset Management
Tennessee
$12M 249,700 +10,410 +4%
OCM
15
One Capital Management
California
$10.6M 220,954 +4,973 +2%
UCFA
16
United Capital Financial Advisors
Texas
$10.5M 217,790 -2,381 -1%
LPL Financial
17
LPL Financial
California
$10.4M 214,056 +37,203 +21%
AG
18
Appleton Group
Wisconsin
$7.79M 162,050 +90,958 +128%
ACM
19
Avalon Capital Management
California
$7.63M 158,551 +158,551 New
AI
20
Atria Investments
North Carolina
$7.45M 154,814 +147,349 +1,974%
VV
21
Valentine Ventures
Oregon
$7.26M 150,995 -761 -0.5%
MIAN
22
Mariner Independent Advisor Network
Kansas
$7.09M 147,464 +92,901 +170%
OA
23
Opes Advisors
California
$6.56M 136,443 +136,443 New
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$6.55M 136,123 -86 -0.1%
SFG
25
Sage Financial Group
Pennsylvania
$6.25M 129,874 +20,139 +18%
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