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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

76 hedge funds and large institutions have $173M invested in Schwab US Large-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
16
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
$861K
Net Calls
-$861K
Net Calls Change
-$37K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M
2
PFG
2
Piershale Financial Group
Illinois
$6.67M
3
TCM
3
Tradewinds Capital Management
Washington
$3.41M
4
Bank of America
4
Bank of America
North Carolina
$3M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
DS
2
DRW Securities
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$660K
4
Mariner
4
Mariner
Kansas
$1.61M
5
BIT
5
BlackRock Institutional Trust
California
$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
51
Vista Capital Partners
Oregon
$279K +$3.42K +240 +1%
ZIM
52
Zacks Investment Management
Illinois
$266K +$44.6K +3,120 +20%
BO
53
BRR OpCo
Ohio
$253K -$33.9K -2,379 -12%
PAG
54
Private Advisor Group
New Jersey
$253K -$9.65K -675 -4%
FM
55
Foster & Motley
Ohio
$241K – – –
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$233K +$233K +16,308 New
AG
57
Appleton Group
Wisconsin
$203K +$203K +14,205 New
SAM
58
Stringer Asset Management
Tennessee
$152K +$152K +10,662 New
MFS
59
MSI Financial Services
Massachusetts
$89K +$19.3K +1,344 +28%
U
60
UBS
Switzerland
$69K +$9.03K +636 +15%
BRWA
61
B. Riley Wealth Advisors
Florida
$68.5K +$68.5K +4,800 New
BC
62
Bartlett & Co
Ohio
$67K +$28.7K +2,025 +75%
AIG
63
American International Group
New York
$66.2K +$25.7K +1,800 +63%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$47K +$47K +3,276 New
AWM
65
Avior Wealth Management
Nebraska
$31K +$43 +3 +0.1%
MA
66
MUFG Americas
New York
$30K -$221K -15,351 -88%
EK
67
Evensky & Katz
Florida
$20K -$2.71K -198 -12%
MA
68
MCF Advisors
Kentucky
$18K +$2.14K +156 +13%
MAS
69
Madden Advisory Services
Florida
$13K -$39.6K -2,715 -75%
Chevy Chase Trust
70
Chevy Chase Trust
Maryland
$10K +$10K +738 New
S
71
SignatureFD
Georgia
$9K -$3.63K -249 -29%
DBT
72
Dubuque Bank & Trust
Iowa
$9K – – –
Creative Planning
73
Creative Planning
Kansas
$6K – – –
NDSI
74
Newman Dignan & Sheerar Inc
Rhode Island
$5.71K -$911 -63,837 -14%
VIA
75
Vantage Investment Advisors
Pennsylvania
$4K -$2.32K -165 -37%
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