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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

194 hedge funds and large institutions have $1.25B invested in Schwab US Large-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+16
Holders Change %
+8.99%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.47%
New
36
Increased
83
Reduced
53
Closed
17
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$287K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$79.4M
2
Bank of America
Bank of America
North Carolina
+$20M
3
FCI
Financial Counselors Inc
Kansas
+$15.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.2M
5
Jane Street
Jane Street
New York
+$8.76M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
-$13.8M
2
ACM
Avalon Capital Management
California
-$7.63M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$7.09M
4
PFG
Piershale Financial Group
Illinois
-$4.91M
5
Morgan Stanley
Morgan Stanley
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$492M +$79.4M +4,796,025 +19%
APP
2
Avantax Planning Partners
Iowa
$166M +$4.15M +250,563 +3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$79.5M +$9.2M +559,170 +13%
BlackRock
4
BlackRock
New York
$37.4M -$125K -7,563 -0.3%
KF
5
Krilogy Financial
Missouri
$34.6M – – –
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M -$74.6K -4,506 -0.2%
FCI
7
Financial Counselors Inc
Kansas
$29.8M +$15.6M +944,997 +110%
Bank of America
8
Bank of America
North Carolina
$26.3M +$20M +1,208,985 +319%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$20.5M +$2.95M +177,966 +17%
AA
10
Apriem Advisors
California
$18.2M +$1.86M +112,386 +11%
GAM
11
Gemmer Asset Management
California
$14.6M -$1.42M -85,674 -9%
Betterment LLC
12
Betterment LLC
New York
$14.2M -$13.8M -832,506 -49%
LYV
13
Live Your Vision
Pennsylvania
$12.9M +$160K +9,684 +1%
Morgan Stanley
14
Morgan Stanley
New York
$12.8M -$4.41M -266,103 -26%
SAM
15
Summit Asset Management
Tennessee
$12.5M +$141K +8,544 +1%
OCM
16
One Capital Management
California
$10.7M -$290K -17,511 -3%
UCFA
17
United Capital Financial Advisors
Texas
$10.1M -$671K -40,527 -6%
LPL Financial
18
LPL Financial
California
$9.81M -$798K -48,288 -8%
Jane Street
19
Jane Street
New York
$8.76M +$8.76M +528,933 New
AG
20
Appleton Group
Wisconsin
$7.82M -$230K -13,890 -3%
SFG
21
Sage Financial Group
Pennsylvania
$7.23M +$777K +46,917 +12%
OA
22
Opes Advisors
California
$7.21M +$431K +26,022 +6%
AI
23
Atria Investments
North Carolina
$7.02M -$676K -40,848 -9%
Wells Fargo
24
Wells Fargo
California
$6.84M +$2.43M +146,643 +55%
GIA
25
GHP Investment Advisors
Colorado
$6.67M +$309K +18,687 +5%
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