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SCHV

Schwab US Large-Cap Value ETF
SCHV

45 hedge funds and large institutions have $48.7M invested in Schwab US Large-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 45 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25.72% more ownership

Funds ownership: 0% → 25.72% (+26%)

Holders
45
Holders Change
+45
Holders Change %
–
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
45
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Alesco Advisors
New York
$289K +$291K +23,943 New
VCP
27
Vista Capital Partners
Oregon
$246K +$248K +20,376 New
BO
28
BRR OpCo
Ohio
$234K +$236K +19,404 New
GIA
29
GHP Investment Advisors
Colorado
$223K +$225K +18,471 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$131K +$132K +10,878 New
BC
31
Bartlett & Co
Ohio
$33K +$32.8K +2,700 New
MAS
32
Madden Advisory Services
Florida
$30K +$30.2K +2,481 New
AIG
33
American International Group
New York
$27.3K +$27.5K +2,259 New
EK
34
Evensky & Katz
Florida
$20K +$20.4K +1,680 New
S
35
SignatureFD
Georgia
$13K +$12.8K +1,050 New
FANJ
36
Financial Architects (New Jersey)
New Jersey
$13K +$13.6K +1,116 New
PFG
37
Piershale Financial Group
Illinois
$11K +$10.7K +879 New
Wells Fargo
38
Wells Fargo
California
$11K +$11.4K +939 New
U
39
UBS
Switzerland
$7K +$6.64K +546 New
MFS
40
MSI Financial Services
Massachusetts
$6K +$6.28K +516 New
NDSI
41
Newman Dignan & Sheerar Inc
Rhode Island
$5.47K +$5.51M +452,964 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$4K +$4.2K +345 New
WA
43
WFG Advisors
Texas
$3K +$3.1K +255 New
AA
44
Apriem Advisors
California
$1K +$584 +48 New
Bank of America
45
Bank of America
North Carolina
$1K +$1.5K +123 New
1
2

SCHV Hedge Fund Activity: Q2 2013 in Review

45 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2013, worth a combined $48.7M.

Buyers outnumbered sellers: 45 funds opened new SCHV positions and 0 closed out — a net gain of 45 holders — while 0 added to existing stakes and 0 trimmed.

  • 45 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $48.7M of Schwab US Large-Cap Value ETF stock for Q2 2013.
  • 45 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +45 holders.

Based on aggregated 13F filings for Q2 2013.