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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

154 hedge funds and large institutions have $776M invested in Schwab US Large-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
4.12%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
21
Increased
72
Reduced
41
Closed
17
Calls
–
Puts
$415K
Net Calls
-$415K
Net Calls Change
-$816K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$352M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$51.6M
3
LYV
3
Live Your Vision
Pennsylvania
$11.6M
4
KF
4
Krilogy Financial
Missouri
$32.4M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$12.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$2.83M
3
Jane Street
3
Jane Street
New York
$0
4
ACM
4
Avalon Capital Management
California
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MUFG Americas
New York
$3.75M +$675K +44,475 +22%
CMP
27
Courage Miller Partners
Virginia
$3.42M +$94.8K +6,243 +3%
PAG
28
Pinnacle Advisory Group
Maryland
$3.42M +$3.42M +227,844 New
AG
29
Appleton Group
Wisconsin
$3.24M +$3.24M +213,276 New
Mariner
30
Mariner
Kansas
$3.24M +$269K +17,718 +9%
FWP
31
FAS Wealth Partners
Kansas
$3.18M +$1.16M +76,509 +58%
Bank of America
32
Bank of America
North Carolina
$2.93M -$88.6K -5,832 -3%
SFA
33
Sequoia Financial Advisors
Ohio
$2.83M -$7.96M -524,223 -74%
UBS Group
34
UBS Group
Switzerland
$2.75M -$689K -45,372 -20%
PV
35
Private Vista
Illinois
$2.68M +$2.68M +178,158 New
STMM
36
South Texas Money Management
Texas
$2.66M +$23.1K +1,521 +0.9%
CCM
37
Condor Capital Management
New Jersey
$2.53M -$44.3K -2,916 -2%
MIAN
38
Mariner Independent Advisor Network
Kansas
$2.49M -$575K -37,863 -19%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.48M -$22.2K -1,461 -0.9%
PMG
40
ProVise Management Group
Florida
$2.33M +$147K +9,696 +7%
TCM
41
Tradewinds Capital Management
Washington
$2.14M -$910K -59,961 -30%
VF
42
Virtu Financial
New York
$2.04M +$2.04M +134,544 New
FWM
43
Frontier Wealth Management
Missouri
$1.72M -$356K -23,460 -17%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$1.63M -$18.1K -1,191 -1%
SFSG
45
Stearns Financial Services Group
North Carolina
$1.54M +$1.05K +69 +0.1%
KLI
46
Kelman-Lazarov Inc
Tennessee
$1.48M +$27.6K +1,833 +2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.45M +$193K +12,729 +15%
CAM
48
Concorde Asset Management
Michigan
$1.36M -$67.7K -4,458 -5%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$1.33M +$53.3K +3,510 +4%
SI
50
SII Investments
Wisconsin
$1.29M +$105K +6,864 +9%
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