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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

76 hedge funds and large institutions have $173M invested in Schwab US Large-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
16
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
$861K
Net Calls
-$861K
Net Calls Change
-$37K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M
2
PFG
2
Piershale Financial Group
Illinois
$6.67M
3
TCM
3
Tradewinds Capital Management
Washington
$3.41M
4
Bank of America
4
Bank of America
North Carolina
$3M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
DS
2
DRW Securities
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$660K
4
Mariner
4
Mariner
Kansas
$1.61M
5
BIT
5
BlackRock Institutional Trust
California
$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$971K +$516K +36,120 +113%
TH
27
Timber Hill
Connecticut
$885K -$22.9K -1,602 -3%
CCM
28
Carlson Capital Management
Minnesota
$856K – – –
BIT
29
BlackRock Institutional Trust
California
$795K -$553K -38,781 -41%
AI
30
Atria Investments
North Carolina
$788K +$788K +55,197 New
BCI
31
Brinker Capital Investments
Pennsylvania
$779K +$66.3K +4,647 +9%
Ameriprise
32
Ameriprise
Minnesota
$758K +$78.5K +5,496 +12%
STMM
33
South Texas Money Management
Texas
$747K +$185K +12,945 +33%
CFA
34
Cahill Financial Advisors
Minnesota
$670K +$2.87K +201 +0.4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$660K -$1.48M -103,485 -69%
WA
36
Winfield Associates
Ohio
$649K +$649K +45,522 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$549K +$549K +38,457 New
GCA
38
Greenwood Capital Associates
South Carolina
$499K -$172K -12,045 -26%
GC
39
Garde Capital
Washington
$495K +$495K +34,674 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$450K +$514 +36 +0.1%
NFG
41
Nadler Financial Group
Illinois
$448K +$448K +31,407 New
SI
42
SII Investments
Wisconsin
$438K +$2.69K +189 +0.6%
AIM
43
Avity Investment Management
Connecticut
$415K +$415K +29,100 New
DSC
44
Duncker Streett & Co
Missouri
$412K +$300 +21 +0.1%
AA
45
Alesco Advisors
New York
$358K +$8.48K +594 +2%
RC
46
Roundview Capital
New Jersey
$345K -$4.29K -300 -1%
TCM
47
Tuttle Capital Management
Connecticut
$336K +$336K +23,406 New
CAN
48
Cetera Advisor Networks
California
$322K -$148K -10,326 -31%
SB
49
Suntrust Banks
Georgia
$287K +$287K +20,127 New
CDIA
50
Capital Directions Investment Advisors
Georgia
$286K -$57.8K -4,050 -17%
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