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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

114 hedge funds and large institutions have $368M invested in Schwab US Large-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.19%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
12
Increased
53
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
1
FutureAdvisor
California
$19.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$23.2M
3
ACM
3
Avalon Capital Management
California
$2.98M
4
EWA
4
EP Wealth Advisors
California
$2.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.2M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$68K
5
Jane Street
5
Jane Street
New York
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$2.08M +$64.4K +4,854 +3%
TCM
27
Tradewinds Capital Management
Washington
$2.01M +$323K +24,324 +19%
NFG
28
Nadler Financial Group
Illinois
$1.95M +$278K +20,946 +17%
Betterment LLC
29
Betterment LLC
New York
$1.91M +$468K +35,280 +33%
Wells Fargo
30
Wells Fargo
California
$1.85M +$730K +54,987 +65%
FWM
31
Frontier Wealth Management
Missouri
$1.85M +$36K +2,712 +2%
STMM
32
South Texas Money Management
Texas
$1.61M +$184K +13,866 +13%
CAN
33
Cetera Advisor Networks
California
$1.49M +$888K +66,927 +147%
CAM
34
Concorde Asset Management
Michigan
$1.36M -$25.4K -1,917 -2%
Mariner
35
Mariner
Kansas
$1.35M +$434K +32,664 +47%
SFSG
36
Stearns Financial Services Group
North Carolina
$1.34M +$11.9K +897 +0.9%
Bank of America
37
Bank of America
North Carolina
$1.33M -$242K -18,276 -15%
PMG
38
ProVise Management Group
Florida
$1.3M +$62.9K +4,734 +5%
LYV
39
Live Your Vision
Pennsylvania
$1.24M -$7.6K -573 -0.6%
MA
40
MUFG Americas
New York
$1.23M +$696K +52,464 +130%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$1.1M -$23.9K -1,800 -2%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$940K +$31.5K +2,373 +3%
Ameriprise
43
Ameriprise
Minnesota
$932K +$91.5K +7,056 +11%
SC
44
Savant Capital
Illinois
$848K +$120 +9 +0%
BCI
45
Brinker Capital Investments
Pennsylvania
$838K +$34.3K +2,589 +4%
GHA
46
GW Henssler & Associates
Georgia
$814K +$107K +8,046 +15%
CCM
47
Carlson Capital Management
Minnesota
$790K – – –
SI
48
SII Investments
Wisconsin
$758K +$66.2K +4,992 +10%
TF
49
Trutina Financial
Washington
$738K -$54.2K -4,083 -7%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$715K -$512K -38,580 -42%
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