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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

106 hedge funds and large institutions have $299M invested in Schwab US Large-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+27
Holders Change %
+34.18%
% of All Funds
2.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
33
Increased
51
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
Piershale Financial Group
Illinois
+$7.27M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$4.55M
3
UCFA
United Capital Financial Advisors
Texas
+$3.58M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.54M
5
FMP
Financial Management Professionals
Texas
+$2.55M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.74M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.04M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.03M
4
Goldman Sachs
Goldman Sachs
New York
-$1.63M
5
TCM
Tradewinds Capital Management
Washington
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$2.11M +$45.1K +3,066 +2%
GIA
27
GHP Investment Advisors
Colorado
$2.1M +$365K +24,831 +21%
F
28
FutureAdvisor
California
$1.76M +$1.76M +119,694 New
SS
29
Simplicity Solutions
Minnesota
$1.64M +$1.64M +111,249 New
CMP
30
Courage Miller Partners
Virginia
$1.62M +$1.62M +110,262 New
NFG
31
Nadler Financial Group
Illinois
$1.56M +$720K +48,996 +86%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.51M +$1.18M +80,025 +351%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.47M -$2.04M -138,570 -58%
Mariner
34
Mariner
Kansas
$1.45M -$32K -2,178 -2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$1.41M +$259K +17,643 +23%
SFSG
36
Stearns Financial Services Group
North Carolina
$1.29M +$177K +12,048 +16%
STMM
37
South Texas Money Management
Texas
$1.18M +$211K +14,328 +22%
AW
38
ACG Wealth
Georgia
$1.05M +$221 +15 +0%
Bank of America
39
Bank of America
North Carolina
$962K +$278K +18,915 +41%
BCI
40
Brinker Capital Investments
Pennsylvania
$893K +$82.1K +5,589 +10%
CCM
41
Carlson Capital Management
Minnesota
$875K -$6K -408 -0.7%
TH
42
Timber Hill
Connecticut
$829K +$1.85K +126 +0.2%
Ameriprise
43
Ameriprise
Minnesota
$779K +$12.5K +849 +2%
FFA
44
First Foundation Advisors
California
$751K +$751K +51,087 New
AI
45
Atria Investments
North Carolina
$731K -$87.9K -5,979 -11%
S
46
SignatureFD
Georgia
$710K +$701K +47,688 +7,717%
CFA
47
Cahill Financial Advisors
Minnesota
$669K +$59.9K +4,071 +10%
WA
48
Winfield Associates
Ohio
$661K +$882 +60 +0.1%
SAM
49
Stringer Asset Management
Tennessee
$607K +$98.6K +6,702 +19%
EK
50
Evensky & Katz
Florida
$597K -$64.6K -4,395 -10%
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