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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

290 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
6.65%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.64%
New
33
Increased
135
Reduced
73
Closed
22
Calls
$425K
Puts
–
Net Calls
+$425K
Net Calls Change
+$134K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$58.6M
2
MG
Mather Group
Illinois
+$46M
3
FCI
Financial Counselors Inc
Kansas
+$26.6M
4
Bank of America
Bank of America
North Carolina
+$18.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M

Top Sellers

1
AA
Apriem Advisors
California
-$10.9M
2
AG
Appleton Group
Wisconsin
-$8.66M
3
AI
Atria Investments
North Carolina
-$7.28M
4
RRC
Relaxing Retirement Coach
Massachusetts
-$3.49M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$757M +$58.6M +3,311,760 +8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$153M +$11.7M +643,344 +8%
APP
3
Avantax Planning Partners
Iowa
$110M +$4.04M +228,234 +4%
Bank of America
4
Bank of America
North Carolina
$107M +$18.8M +1,060,728 +21%
MG
5
Mather Group
Illinois
$69.9M +$46M +2,599,047 +193%
UCFA
6
United Capital Financial Advisors
Texas
$60.4M +$3.62M +204,162 +6%
UBS Group
7
UBS Group
Switzerland
$42M +$1.44M +81,189 +4%
KF
8
Krilogy Financial
Missouri
$41.2M +$1.19M +66,996 +3%
BlackRock
9
BlackRock
New York
$40.2M -$1.22M -68,679 -3%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$37.3M – – –
Mariner
11
Mariner
Kansas
$30M +$273K +15,405 +0.9%
FCI
12
Financial Counselors Inc
Kansas
$29.7M +$26.6M +15,000,570 +854%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.4M -$581K -32,832 -2%
OIA
14
OneDigital Investment Advisors
Kansas
$23.7M +$1.86M +104,850 +8%
DDPOM
15
Delta Dental Plan of Michigan
Michigan
$18.2M – – –
MAG
16
Mokosak Advisory Group
Iowa
$16.9M +$650K +36,723 +4%
GAM
17
Gemmer Asset Management
California
$16.7M +$445K +25,155 +3%
LPL Financial
18
LPL Financial
California
$15.4M +$1.53M +86,685 +11%
I
19
INVST
Indiana
$14.6M -$184K -10,368 -1%
PEA
20
Pacific Edge Advisors
California
$13.8M +$652K +36,825 +5%
LYV
21
Live Your Vision
Pennsylvania
$13.5M +$250K +13,854 +2%
MA
22
MUFG Americas
New York
$13.1M +$322K +18,198 +3%
SAM
23
Summit Asset Management
Tennessee
$13M -$240K -13,563 -2%
CWM
24
Cornerstone Wealth Management
Missouri
$11.8M +$11.6M +1,848,090 +5,483%
RRWA
25
Rainey & Randall Wealth Advisors
Florida
$11.7M +$226K +12,747 +2%
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