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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

66 hedge funds and large institutions have $147M invested in Schwab US Large-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
25
Reduced
21
Closed
7
Calls
–
Puts
$824K
Net Calls
-$824K
Net Calls Change
-$824K

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.9M
2
Goldman Sachs
Goldman Sachs
New York
$4.13M
3
DS
DRW Securities
Illinois
$2.74M
4
Wells Fargo
Wells Fargo
California
$925K
5
GCA
Greenwood Capital Associates
South Carolina
$646K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.15M
3
EWA
EP Wealth Advisors
California
$0
4
CAN
Cetera Advisor Networks
California
$452K
5
SFA
Sequoia Financial Advisors
Ohio
$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$67K -$48.4K -3,516 -42%
U
52
UBS
Switzerland
$58K +$52.2K +3,798 +892%
MAS
53
Madden Advisory Services
Florida
$50K – – –
AIG
54
American International Group
New York
$38.9K – – –
PP
55
Palladium Partners
Virginia
$38K +$38K +2,775 New
BC
56
Bartlett & Co
Ohio
$37K – – –
AWM
57
Avior Wealth Management
Nebraska
$30K +$30K +2,160 New
EK
58
Evensky & Katz
Florida
$22K -$1.91K -144 -8%
MA
59
MCF Advisors
Kentucky
$16K -$5.51K -399 -26%
PFG
60
Piershale Financial Group
Illinois
$15K +$801 +57 +6%
S
61
SignatureFD
Georgia
$12K -$3.11K -225 -21%
DBT
62
Dubuque Bank & Trust
Iowa
$9K +$9K +645 New
Creative Planning
63
Creative Planning
Kansas
$6K – – –
VIA
64
Vantage Investment Advisors
Pennsylvania
$6K – – –
BJ
65
Brouwer & Janachowski
California
$6K +$6K +465 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$4K -$2K -168 -33%
Jane Street
67
Jane Street
New York
– -$2.69M -197,781 Closed
EWA
68
EP Wealth Advisors
California
– -$1.07M -78,825 Closed
NFG
69
Nadler Financial Group
Illinois
– -$244K -18,000 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$32K -2,385 Closed
ASN
71
Advisory Services Network
Georgia
– -$4K -300 Closed
WA
72
WFG Advisors
Texas
– -$3K -255 Closed
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