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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

79 hedge funds and large institutions have $231M invested in Schwab US Large-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
8
Increased
36
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$37.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.1M
3
Jane Street
3
Jane Street
New York
$4.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$662K
2
Citigroup
2
Citigroup
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$742K
4
BIT
4
BlackRock Institutional Trust
California
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$324K -$223K -15,684 -41%
SC
52
Savant Capital
Illinois
$317K +$317K +22,326 New
SB
53
Suntrust Banks
Georgia
$286K – – –
ZIM
54
Zacks Investment Management
Illinois
$283K +$18.5K +1,305 +7%
VCP
55
Vista Capital Partners
Oregon
$279K +$810 +57 +0.3%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$275K +$43.1K +3,027 +19%
CDIA
57
Capital Directions Investment Advisors
Georgia
$272K -$22K -1,500 -7%
BO
58
BRR OpCo
Ohio
$258K +$6.05K +426 +2%
FM
59
Foster & Motley
Ohio
$240K – – –
AG
60
Appleton Group
Wisconsin
$205K +$2.82K +198 +1%
WCM
61
Westend Capital Management
California
$163K +$163K +11,979 New
AIG
62
American International Group
New York
$150K +$84.5K +5,943 +128%
PAG
63
Private Advisor Group
New Jersey
$109K -$143K -10,029 -57%
MFS
64
MSI Financial Services
Massachusetts
$101K +$13.1K +924 +15%
U
65
UBS
Switzerland
$69K – – –
BC
66
Bartlett & Co
Ohio
$67K – – –
FANJ
67
Financial Architects (New Jersey)
New Jersey
$58K +$11.4K +804 +25%
MA
68
MUFG Americas
New York
$45K +$15.5K +1,098 +53%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$43K +$43K +3,003 New
AWM
70
Avior Wealth Management
Nebraska
$31K – – –
PAI
71
Pittenger & Anderson Inc
Nebraska
$30K +$30K +2,100 New
MA
72
MCF Advisors
Kentucky
$19K +$710 +51 +4%
Creative Planning
73
Creative Planning
Kansas
$16K +$10.2K +717 +174%
MAS
74
Madden Advisory Services
Florida
$13K – – –
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$9K -$1.44K -102 -14%
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