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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

152 hedge funds and large institutions have $743M invested in Schwab US Large-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
4.06%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
17
Increased
74
Reduced
35
Closed
10
Calls
$403K
Puts
$2K
Net Calls
+$401K
Net Calls Change
+$401K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$324M
2
AA
2
Apriem Advisors
California
$15.8M
3
Jane Street
3
Jane Street
New York
$6.14M
4
ACM
4
Avalon Capital Management
California
$5.93M
5
GAM
5
Gemmer Asset Management
California
$14.7M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.71M
2
LPL Financial
2
LPL Financial
California
$7.56M
3
AP
3
Advisors Preferred
Maryland
$9.82M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$5.15M +$474K +31,782 +10%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$4.84M +$37.5K +2,511 +0.8%
NFG
28
Nadler Financial Group
Illinois
$3.77M +$958K +64,188 +34%
CS
29
Credit Suisse
Switzerland
$3.71M -$7.84M -525,306 -68%
CAN
30
Cetera Advisor Networks
California
$3.58M +$291K +19,542 +9%
SFG
31
Sage Financial Group
Pennsylvania
$3.38M +$3.34M +223,494 +7,376%
UBS Group
32
UBS Group
Switzerland
$3.38M +$475K +31,836 +16%
CMP
33
Courage Miller Partners
Virginia
$3.27M +$47.4K +3,177 +1%
MA
34
MUFG Americas
New York
$3.02M +$785K +52,575 +35%
MIAN
35
Mariner Independent Advisor Network
Kansas
$3.01M +$622K +41,694 +26%
TCM
36
Tradewinds Capital Management
Washington
$3M -$479K -32,061 -14%
Bank of America
37
Bank of America
North Carolina
$2.97M +$244K +16,344 +9%
Mariner
38
Mariner
Kansas
$2.92M -$311K -20,841 -10%
Wells Fargo
39
Wells Fargo
California
$2.85M +$232K +15,549 +9%
STMM
40
South Texas Money Management
Texas
$2.59M +$352K +23,559 +16%
CCM
41
Condor Capital Management
New Jersey
$2.53M +$76.7K +5,139 +3%
GCA
42
Greenwood Capital Associates
South Carolina
$2.51M -$55.6K -3,720 -2%
BCI
43
Brinker Capital Investments
Pennsylvania
$2.46M +$775K +51,906 +46%
PMG
44
ProVise Management Group
Florida
$2.14M +$432K +28,911 +25%
FWM
45
Frontier Wealth Management
Missouri
$2.04M +$66.8K +4,476 +3%
FWP
46
FAS Wealth Partners
Kansas
$1.98M +$1.7M +113,676 +594%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$1.62M +$8.6K +576 +0.5%
SFSG
48
Stearns Financial Services Group
North Carolina
$1.51M +$44.4K +2,976 +3%
CG
49
Colony Group
Massachusetts
$1.46M -$131K -8,793 -8%
KLI
50
Kelman-Lazarov Inc
Tennessee
$1.45M +$122K +8,175 +9%
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