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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

132 hedge funds and large institutions have $491M invested in Schwab US Large-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
3.47%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
30
Increased
60
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$174M
2
BlackRock
2
BlackRock
New York
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
LPL Financial
4
LPL Financial
California
$16.5M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$7.68M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
SI
4
SII Investments
Wisconsin
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAS
26
IMA Advisory Services
Colorado
$3.4M 83,908 +11,266 +16%
CMP
27
Courage Miller Partners
Virginia
$3.29M 77,592 +1,465 +2%
Betterment LLC
28
Betterment LLC
New York
$3.27M 77,098 +29,183 +61%
UBS Group
29
UBS Group
Switzerland
$3.07M 72,222 +3,309 +5%
Mariner
30
Mariner
Kansas
$2.94M 69,361 +35,370 +104%
CCM
31
Condor Capital Management
New Jersey
$2.32M 54,619 -1,084 -2%
NFG
32
Nadler Financial Group
Illinois
$2.29M 54,052 +5,215 +11%
MIAN
33
Mariner Independent Advisor Network
Kansas
$2.27M 53,386 +1,090 +2%
CG
34
Colony Group
Massachusetts
$2.21M 51,984 +51,984 New
TCM
35
Tradewinds Capital Management
Washington
$2.19M 51,549 +1,050 +2%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$2.18M 51,428 -1,379 -3%
Wells Fargo
37
Wells Fargo
California
$2.17M 51,211 +4,764 +10%
STMM
38
South Texas Money Management
Texas
$2.02M 47,655 +7,318 +18%
FWM
39
Frontier Wealth Management
Missouri
$1.99M 46,783 +417 +0.9%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.72M 40,459 +19,405 +92%
MA
41
MUFG Americas
New York
$1.58M 37,119 +6,176 +20%
SFSG
42
Stearns Financial Services Group
North Carolina
$1.48M 34,976 +1,281 +4%
CAM
43
Concorde Asset Management
Michigan
$1.46M 34,445 +229 +0.7%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$1.42M 33,476 +9,865 +42%
PMG
45
ProVise Management Group
Florida
$1.37M 32,267 -319 -1%
LYV
46
Live Your Vision
Pennsylvania
$1.35M 31,719 +670 +2%
WI
47
WrapManager Inc
California
$1.21M 28,551 +28,551 New
VF
48
Virtu Financial
New York
$1.21M 28,524 +28,524 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$1.06M 24,888 -2,749 -10%
TCM
50
Tuttle Capital Management
Connecticut
$1.02M 23,984 +23,984 New
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