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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

208 hedge funds and large institutions have $1.29B invested in Schwab US Large-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
5.19%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.55%
New
27
Increased
94
Reduced
58
Closed
11
Calls
$294K
Puts
–
Net Calls
+$294K
Net Calls Change
+$292K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$36.4M
2
OIA
2
OneDigital Investment Advisors
Kansas
$15.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$94.1M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$26.4M
5
I
5
INVST
Indiana
$5.44M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$114M
2
AA
2
Apriem Advisors
California
$8.02M
3
Betterment LLC
3
Betterment LLC
New York
$8.33M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
TCM
5
Tradewinds Capital Management
Washington
$159K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$492M 9,908,653 +6,802 +0.1%
APP
2
Avantax Planning Partners
Iowa
$114M 2,279,862 -1,067,825 -32%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$94.1M 1,874,217 +263,541 +16%
BlackRock
4
BlackRock
New York
$38.4M 764,908 +11,287 +1%
UBS Group
5
UBS Group
Switzerland
$36.4M 725,455 +637,160 +722%
KF
6
Krilogy Financial
Missouri
$35M 696,290 -22,348 -3%
FCI
7
Financial Counselors Inc
Kansas
$30.1M 600,027 -749 -0.1%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.2M 582,177 -19,488 -3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$26.4M 526,068 +113,954 +28%
Bank of America
10
Bank of America
North Carolina
$21.6M 429,624 -99,628 -19%
OIA
11
OneDigital Investment Advisors
Kansas
$15.3M 305,721 +305,721 New
GAM
12
Gemmer Asset Management
California
$14.7M 292,556 -1,060 -0.4%
LYV
13
Live Your Vision
Pennsylvania
$13.8M 269,831 +10,380 +4%
SAM
14
Summit Asset Management
Tennessee
$12.6M 251,717 -831 -0.3%
MG
15
Mather Group
Illinois
$11.2M 223,894 +107,967 +93%
Morgan Stanley
16
Morgan Stanley
New York
$11.1M 221,964 -35,029 -14%
OCM
17
One Capital Management
California
$11M 219,986 +4,869 +2%
LPL Financial
18
LPL Financial
California
$10.5M 210,146 +12,186 +6%
UCFA
19
United Capital Financial Advisors
Texas
$9.86M 196,379 -7,902 -4%
Betterment LLC
20
Betterment LLC
New York
$8.33M 166,013 -120,096 -42%
AA
21
Apriem Advisors
California
$8.02M 159,702 -207,158 -56%
Jane Street
22
Jane Street
New York
$7.93M 157,973 -18,338 -10%
AG
23
Appleton Group
Wisconsin
$7.91M 157,553 +133 +0.1%
OA
24
Opes Advisors
California
$7.78M 152,668 +7,551 +5%
SFG
25
Sage Financial Group
Pennsylvania
$7.7M 153,281 +7,768 +5%
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