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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

213 hedge funds and large institutions have $1.52B invested in Schwab US Large-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 10 closing their positions.

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.32%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
16
Increased
107
Reduced
58
Closed
10
Calls
$943K
Puts
–
Net Calls
+$943K
Net Calls Change
+$649K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$616M
2
Bank of America
2
Bank of America
North Carolina
$54.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$108M
4
DP
4
Denver PWM
Colorado
$9.14M
5
I
5
INVST
Indiana
$10.9M

Top Sellers

1
GWA
1
Guidant Wealth Advisors
Illinois
$0
2
Jane Street
2
Jane Street
New York
$4.37M
3
Betterment LLC
3
Betterment LLC
New York
$5.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$293K
5
NPC
5
National Planning Corporation
California
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$616M 11,888,384 +1,979,731 +20%
APP
2
Avantax Planning Partners
Iowa
$120M 2,311,614 +31,752 +1%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$108M 2,061,234 +187,017 +10%
Bank of America
4
Bank of America
North Carolina
$54.2M 1,046,385 +616,761 +144%
BlackRock
5
BlackRock
New York
$39.1M 755,157 -9,751 -1%
UBS Group
6
UBS Group
Switzerland
$38.3M 738,846 +13,391 +2%
KF
7
Krilogy Financial
Missouri
$36.3M 699,548 +3,258 +0.5%
FCI
8
Financial Counselors Inc
Kansas
$30.6M 591,007 -9,020 -2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$30M 578,578 +52,510 +10%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.8M 574,919 -7,258 -1%
OIA
11
OneDigital Investment Advisors
Kansas
$16.8M 324,408 +18,687 +6%
GAM
12
Gemmer Asset Management
California
$15.6M 301,020 +8,464 +3%
MG
13
Mather Group
Illinois
$15.6M 300,251 +76,357 +34%
LYV
14
Live Your Vision
Pennsylvania
$14.2M 274,441 +4,610 +2%
SAM
15
Summit Asset Management
Tennessee
$13.2M 253,974 +2,257 +0.9%
AA
16
Apriem Advisors
California
$11.8M 227,942 +68,240 +43%
OCM
17
One Capital Management
California
$11.5M 222,337 +2,351 +1%
Morgan Stanley
18
Morgan Stanley
New York
$11.1M 214,801 -7,163 -3%
LPL Financial
19
LPL Financial
California
$11M 213,160 +3,014 +1%
I
20
INVST
Indiana
$10.9M 209,942 +100,526 +92%
MA
21
MUFG Americas
New York
$10.5M 202,591 +94,174 +87%
UCFA
22
United Capital Financial Advisors
Texas
$10.5M 202,544 +6,165 +3%
DP
23
Denver PWM
Colorado
$9.14M 172,656 +172,656 New
OA
24
Opes Advisors
California
$8.23M 158,717 +6,049 +4%
AG
25
Appleton Group
Wisconsin
$8.16M 157,461 -92 -0.1%
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