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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

282 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+16
Holders Change %
+6.02%
% of All Funds
6.47%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.67%
New
41
Increased
138
Reduced
71
Closed
23
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
-$912K

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$45.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$33.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$14.8M
4
TPW
Tiller Private Wealth
Pennsylvania
+$7.72M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$35.6M
2
FFA
First Foundation Advisors
California
-$11.4M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$4.81M
4
AI
Atria Investments
North Carolina
-$3.38M
5
WI
WrapManager Inc
California
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$694M +$33.5M +1,901,427 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$139M +$14.8M +830,979 +12%
APP
3
Avantax Planning Partners
Iowa
$105M +$2.71M +153,852 +3%
Bank of America
4
Bank of America
North Carolina
$87.9M -$35.6M -2,021,628 -29%
UCFA
5
United Capital Financial Advisors
Texas
$56.5M +$45.6M +2,589,147 +420%
BlackRock
6
BlackRock
New York
$41.2M -$768K -43,578 -2%
UBS Group
7
UBS Group
Switzerland
$40.4M +$590K +33,492 +1%
KF
8
Krilogy Financial
Missouri
$39.8M +$1.95M +110,721 +5%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$37.3M +$2.25M +127,836 +6%
FCI
10
Financial Counselors Inc
Kansas
$30.9M +$1.14M +65,007 +4%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.8M +$237K +13,461 +0.8%
Mariner
12
Mariner
Kansas
$29.6M +$1.45M +82,245 +5%
MG
13
Mather Group
Illinois
$23.7M +$4.51M +256,062 +23%
OIA
14
OneDigital Investment Advisors
Kansas
$21.7M +$3.93M +223,122 +22%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$18.1M +$638K +36,219 +4%
MAG
16
Mokosak Advisory Group
Iowa
$16.2M +$401K +22,746 +3%
GAM
17
Gemmer Asset Management
California
$16.2M -$48.5K -2,754 -0.3%
I
18
INVST
Indiana
$14.3M +$1.8M +104,595 +14%
LPL Financial
19
LPL Financial
California
$13.8M +$843K +47,841 +6%
SAM
20
Summit Asset Management
Tennessee
$13.2M +$227K +12,897 +2%
LYV
21
Live Your Vision
Pennsylvania
$13.1M -$38.1K -2,133 -0.3%
PEA
22
Pacific Edge Advisors
California
$13.1M +$1.72M +97,575 +15%
MA
23
MUFG Americas
New York
$12.7M +$894K +50,775 +8%
AA
24
Apriem Advisors
California
$12.4M -$854K -48,483 -6%
AI
25
Atria Investments
North Carolina
$11.9M -$3.38M -191,832 -22%
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