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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

66 hedge funds and large institutions have $147M invested in Schwab US Large-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
25
Reduced
21
Closed
7
Calls
–
Puts
$824K
Net Calls
-$824K
Net Calls Change
-$824K

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.9M
2
Goldman Sachs
Goldman Sachs
New York
$4.13M
3
DS
DRW Securities
Illinois
$2.74M
4
Wells Fargo
Wells Fargo
California
$925K
5
GCA
Greenwood Capital Associates
South Carolina
$646K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.15M
3
EWA
EP Wealth Advisors
California
$0
4
CAN
Cetera Advisor Networks
California
$452K
5
SFA
Sequoia Financial Advisors
Ohio
$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Carlson Capital Management
Minnesota
$824K -$7.09K -516 -0.9%
PMG
27
ProVise Management Group
Florida
$786K +$196K +14,277 +33%
BCI
28
Brinker Capital Investments
Pennsylvania
$686K +$42K +3,054 +7%
Ameriprise
29
Ameriprise
Minnesota
$658K +$114K +8,208 +21%
GCA
30
Greenwood Capital Associates
South Carolina
$646K +$646K +47,010 New
CFA
31
Cahill Financial Advisors
Minnesota
$642K +$2.77K +201 +0.4%
Bank of America
32
Bank of America
North Carolina
$626K +$368K +26,808 +143%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$554K +$59.1K +4,305 +12%
STMM
34
South Texas Money Management
Texas
$541K +$541K +39,384 New
CAN
35
Cetera Advisor Networks
California
$452K -$693K -50,379 -61%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$438K +$116K +8,451 +36%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$432K +$41K +2,985 +10%
SI
38
SII Investments
Wisconsin
$419K +$7.57K +552 +2%
DSC
39
Duncker Streett & Co
Missouri
$396K +$371 +27 +0.1%
AA
40
Alesco Advisors
New York
$336K -$20.6K -1,503 -6%
RC
41
Roundview Capital
New Jersey
$336K +$336K +24,441 New
CDIA
42
Capital Directions Investment Advisors
Georgia
$331K -$114K -8,265 -26%
Morgan Stanley
43
Morgan Stanley
New York
$308K +$80K +5,829 +35%
BO
44
BRR OpCo
Ohio
$276K +$7.95K +579 +3%
VCP
45
Vista Capital Partners
Oregon
$266K -$4.01K -291 -1%
PAG
46
Private Advisor Group
New Jersey
$252K +$252K +18,375 New
MA
47
MUFG Americas
New York
$239K – – –
FM
48
Foster & Motley
Ohio
$232K +$7.43K +540 +3%
ZIM
49
Zacks Investment Management
Illinois
$213K +$213K +15,492 New
PFA
50
Paradigm Financial Advisors
Missouri
$68K -$30.3K -2,223 -31%
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