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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

266 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+53
Holders Change %
+24.88%
% of All Funds
6.04%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.59%
New
69
Increased
107
Reduced
59
Closed
15
Calls
$1.2M
Puts
–
Net Calls
+$1.2M
Net Calls Change
+$260K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$70.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.9M
3
Mariner
Mariner
Kansas
+$23.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.5M
5
FFA
First Foundation Advisors
California
+$11.4M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$20M
2
Morgan Stanley
Morgan Stanley
New York
-$5.7M
3
Betterment LLC
Betterment LLC
New York
-$5.42M
4
YMRC
Yorktown Management & Research Company
Virginia
-$4.66M
5
ICOA
Investment Centers of America
North Dakota
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$684M +$33.9M +1,857,699 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$131M +$14.5M +770,544 +12%
Bank of America
3
Bank of America
North Carolina
$128M +$70.6M +3,874,833 +123%
APP
4
Avantax Planning Partners
Iowa
$106M -$20M -1,099,797 -16%
BlackRock
5
BlackRock
New York
$43.4M +$2.11M +115,581 +5%
UBS Group
6
UBS Group
Switzerland
$41.2M +$757K +41,553 +2%
KF
7
Krilogy Financial
Missouri
$39.2M +$945K +51,861 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$36.3M +$4.63M +253,920 +15%
FCI
9
Financial Counselors Inc
Kansas
$30.8M -$1.49M -81,948 -5%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M -$833K -45,729 -3%
Mariner
11
Mariner
Kansas
$29.1M +$23.5M +1,287,087 +415%
MG
12
Mather Group
Illinois
$19.9M +$3.47M +190,203 +21%
OIA
13
OneDigital Investment Advisors
Kansas
$18.4M +$694K +38,091 +4%
DDPOM
14
Delta Dental Plan of Michigan
Michigan
$17.5M +$17.5M +992,172 New
GAM
15
Gemmer Asset Management
California
$16.8M +$310K +17,013 +2%
MAG
16
Mokosak Advisory Group
Iowa
$16.4M +$16.4M +897,123 New
AI
17
Atria Investments
North Carolina
$15.8M +$8.32M +456,786 +112%
LYV
18
Live Your Vision
Pennsylvania
$13.9M -$1.63M -86,277 -10%
AA
19
Apriem Advisors
California
$13.8M +$1.29M +70,911 +10%
LPL Financial
20
LPL Financial
California
$13.4M +$1.79M +98,460 +15%
SAM
21
Summit Asset Management
Tennessee
$13.4M -$500K -27,438 -4%
I
22
INVST
Indiana
$13.3M +$1.79M +98,160 +16%
MA
23
MUFG Americas
New York
$12.2M +$1.13M +61,905 +10%
GPW
24
GFS Private Wealth
Florida
$11.8M +$11.8M +648,414 New
PEA
25
Pacific Edge Advisors
California
$11.8M +$11.8M +645,390 New
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