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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

61 hedge funds and large institutions have $101M invested in Schwab US Large-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+15
Holders Change %
+32.61%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
19
Increased
25
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.7M
2
Jane Street
2
Jane Street
New York
$2.69M
3
UCFA
3
United Capital Financial Advisors
Texas
$8.33M
4
AW
4
ACG Wealth
Georgia
$1.08M
5
EWA
5
EP Wealth Advisors
California
$1.07M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$584K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.12M
3
Mariner
3
Mariner
Kansas
$2.2M
4
CAN
4
Cetera Advisor Networks
California
$1.13M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$584K -$1.74M -128,151 -75%
Ameriprise
27
Ameriprise
Minnesota
$534K +$28.8K +2,121 +6%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$489K +$102K +7,488 +26%
CDIA
29
Capital Directions Investment Advisors
Georgia
$439K -$23.8K -1,752 -5%
SI
30
SII Investments
Wisconsin
$405K +$405K +30,000 New
DSC
31
Duncker Streett & Co
Missouri
$391K +$326 +24 +0.1%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$387K -$15.5K -1,137 -4%
AA
33
Alesco Advisors
New York
$353K +$9.05K +666 +3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$318K +$142K +10,455 +81%
VCP
35
Vista Capital Partners
Oregon
$266K +$366 +27 +0.1%
BO
36
BRR OpCo
Ohio
$265K +$1.71K +126 +0.6%
Bank of America
37
Bank of America
North Carolina
$255K +$130K +9,609 +105%
NFG
38
Nadler Financial Group
Illinois
$244K +$244K +18,000 New
MA
39
MUFG Americas
New York
$237K +$237K +17,433 New
Morgan Stanley
40
Morgan Stanley
New York
$226K +$226K +16,623 New
FM
41
Foster & Motley
Ohio
$222K +$222K +16,320 New
MFS
42
MSI Financial Services
Massachusetts
$114K +$66.2K +4,869 +138%
PFA
43
Paradigm Financial Advisors
Missouri
$98K +$98K +7,206 New
Wells Fargo
44
Wells Fargo
California
$68K +$55.8K +4,092 +456%
MAS
45
Madden Advisory Services
Florida
$49K +$15.3K +1,125 +45%
AIG
46
American International Group
New York
$38.5K -$4.4K -324 -10%
BC
47
Bartlett & Co
Ohio
$37K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$32K +$32K +2,385 New
EK
49
Evensky & Katz
Florida
$24K +$759 +57 +3%
MA
50
MCF Advisors
Kentucky
$21K +$21K +1,557 New
1
2
3