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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

309 hedge funds and large institutions have $2.39B invested in Schwab US Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 150 increasing their positions, 87 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+19
Holders Change %
+6.55%
% of All Funds
7.08%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
30
Increased
150
Reduced
87
Closed
10
Calls
$331K
Puts
–
Net Calls
+$331K
Net Calls Change
-$94K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$48.6M
2
G
Gainplan
Michigan
+$30M
3
MG
Mather Group
Illinois
+$27.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.7M

Top Sellers

1
FCI
Financial Counselors Inc
Kansas
-$282M
2
CWM
Cornerstone Wealth Management
Missouri
-$7.94M
3
Jane Street
Jane Street
New York
-$3.56M
4
AI
Atria Investments
North Carolina
-$2.95M
5
LCC
Lincoln Capital Corp
Rhode Island
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$847M +$48.6M +2,598,063 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$163M +$16.7M +959,709 +11%
Bank of America
3
Bank of America
North Carolina
$127M +$14.3M +763,275 +13%
APP
4
Avantax Planning Partners
Iowa
$119M +$3.25M +174,096 +3%
MG
5
Mather Group
Illinois
$101M +$27.2M +1,455,441 +37%
UCFA
6
United Capital Financial Advisors
Texas
$63.4M -$374K -20,016 -0.6%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$49.6M +$9.98M +533,883 +25%
KF
8
Krilogy Financial
Missouri
$44.7M +$1.13M +60,708 +3%
UBS Group
9
UBS Group
Switzerland
$44.4M +$84.4K +4,515 +0.2%
BlackRock
10
BlackRock
New York
$40.6M -$1.85M -99,159 -4%
Mariner
11
Mariner
Kansas
$33.1M +$1.4M +74,826 +4%
FCI
12
Financial Counselors Inc
Kansas
$31.5M -$282M -15,072,417 -90%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.2M -$802K -42,879 -3%
G
14
Gainplan
Michigan
$30M +$30M +1,607,178 New
OIA
15
OneDigital Investment Advisors
Kansas
$26.2M +$1.18M +63,159 +5%
GAM
16
Gemmer Asset Management
California
$20.2M +$2.59M +138,693 +15%
LPL Financial
17
LPL Financial
California
$19.7M +$3.39M +181,530 +21%
RCIM
18
Red Cedar Investment Management
Michigan
$19M +$19M +1,015,857 New
MAG
19
Mokosak Advisory Group
Iowa
$18.5M +$622K +33,297 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$18.2M +$18.2M +971,460 New
MA
21
MUFG Americas
New York
$15.2M +$1.36M +72,642 +10%
I
22
INVST
Indiana
$15.1M -$309K -16,455 -2%
LYV
23
Live Your Vision
Pennsylvania
$14.2M +$193K +10,335 +1%
PEA
24
Pacific Edge Advisors
California
$13.5M -$1.04M -55,800 -7%
SAM
25
Summit Asset Management
Tennessee
$13.4M -$324K -17,328 -2%
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