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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

46 hedge funds and large institutions have $83.4M invested in Schwab US Large-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
7
Increased
26
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$2.99M
3
Citigroup
3
Citigroup
New York
$1.87M
4
PMG
4
ProVise Management Group
Florida
$2.13M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.88M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
DS
2
DRW Securities
Illinois
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Alesco Advisors
New York
$315K +$17.2K +1,383 +6%
BIT
27
BlackRock Institutional Trust
California
$287K +$287K +23,100 New
VKH
28
Virtu KCG Holdings
New York
$270K +$270K +21,684 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$269K +$269K +21,615 New
VCP
30
Vista Capital Partners
Oregon
$244K -$9.75K -783 -4%
BO
31
BRR OpCo
Ohio
$241K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$161K +$25.8K +2,076 +19%
Bank of America
33
Bank of America
North Carolina
$114K +$112K +9,072 +7,376%
MFS
34
MSI Financial Services
Massachusetts
$44K +$37.5K +3,000 +581%
AIG
35
American International Group
New York
$39.3K +$11.2K +900 +40%
BC
36
Bartlett & Co
Ohio
$34K – – –
MAS
37
Madden Advisory Services
Florida
$31K – – –
EK
38
Evensky & Katz
Florida
$21K +$794 +66 +4%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$19K +$4.49K +345 +31%
S
40
SignatureFD
Georgia
$15K +$2.35K +195 +19%
PFG
41
Piershale Financial Group
Illinois
$12K +$1.08K +87 +10%
Wells Fargo
42
Wells Fargo
California
$11K -$515 -42 -4%
CEMP
43
Compass Efficient Model Portfolios
Tennessee
$10K +$10K +774 New
U
44
UBS
Switzerland
$5K -$1.41K -120 -22%
WA
45
WFG Advisors
Texas
$3K – – –
Goldman Sachs
46
Goldman Sachs
New York
– -$3.82M -316,503 Closed
DS
47
DRW Securities
Illinois
– -$775K -64,227 Closed
HighTower Advisors
48
HighTower Advisors
Illinois
– -$633K -52,455 Closed
RJFSA
49
Raymond James Financial Services Advisors
Florida
– -$429K -35,565 Closed
SI
50
SII Investments
Wisconsin
– -$407K -33,633 Closed
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2
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