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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

79 hedge funds and large institutions have $231M invested in Schwab US Large-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
8
Increased
36
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$37.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.1M
3
Jane Street
3
Jane Street
New York
$4.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$662K
2
Citigroup
2
Citigroup
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$742K
4
BIT
4
BlackRock Institutional Trust
California
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$1.2M -$380K -26,763 -24%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.11M +$144K +10,161 +15%
SFSG
28
Stearns Financial Services Group
North Carolina
$1.08M +$53.6K +3,768 +5%
AW
29
ACG Wealth
Georgia
$1.01M -$17.4K -1,224 -2%
STMM
30
South Texas Money Management
Texas
$936K +$192K +13,545 +26%
CCM
31
Carlson Capital Management
Minnesota
$852K – – –
NFG
32
Nadler Financial Group
Illinois
$808K +$362K +25,452 +81%
TH
33
Timber Hill
Connecticut
$800K -$81.6K -5,742 -9%
AI
34
Atria Investments
North Carolina
$792K +$7.08K +498 +0.9%
BCI
35
Brinker Capital Investments
Pennsylvania
$784K +$8.44K +594 +1%
Morgan Stanley
36
Morgan Stanley
New York
$742K -$978K -68,889 -57%
Ameriprise
37
Ameriprise
Minnesota
$742K -$12.7K -891 -2%
Bank of America
38
Bank of America
North Carolina
$662K -$2.32M -163,311 -78%
EK
39
Evensky & Katz
Florida
$640K +$619K +43,551 +2,981%
WA
40
Winfield Associates
Ohio
$639K -$8.54K -600 -1%
CFA
41
Cahill Financial Advisors
Minnesota
$589K -$77.8K -5,469 -12%
GCA
42
Greenwood Capital Associates
South Carolina
$516K +$18.8K +1,320 +4%
SAM
43
Stringer Asset Management
Tennessee
$491K +$340K +23,907 +224%
GC
44
Garde Capital
Washington
$472K -$21.3K -1,500 -4%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$446K -$1.92K -135 -0.4%
AIM
46
Avity Investment Management
Connecticut
$414K – – –
DSC
47
Duncker Streett & Co
Missouri
$411K +$341 +24 +0.1%
AA
48
Alesco Advisors
New York
$380K +$23.8K +1,674 +7%
RC
49
Roundview Capital
New Jersey
$343K – – –
CAN
50
Cetera Advisor Networks
California
$334K +$12.7K +888 +4%
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