SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

106 hedge funds and large institutions have $299M invested in Schwab US Large-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+27
Holders Change %
+34.18%
% of All Funds
2.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
33
Increased
51
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
Piershale Financial Group
Illinois
+$7.27M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$4.55M
3
UCFA
United Capital Financial Advisors
Texas
+$3.58M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.54M
5
FMP
Financial Management Professionals
Texas
+$2.55M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.74M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.04M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.03M
4
Goldman Sachs
Goldman Sachs
New York
-$1.63M
5
TCM
Tradewinds Capital Management
Washington
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$562K +$407K +27,654 +261%
Creative Planning
52
Creative Planning
Kansas
$545K +$528K +35,952 +3,187%
GCA
53
Greenwood Capital Associates
South Carolina
$509K -$24.2K -1,650 -5%
GC
54
Garde Capital
Washington
$490K +$2.73K +186 +0.6%
SC
55
Savant Capital
Illinois
$469K +$141K +9,558 +43%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$455K -$6.31K -429 -1%
SI
57
SII Investments
Wisconsin
$440K +$440K +29,919 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$429K +$145K +9,837 +51%
AIM
59
Avity Investment Management
Connecticut
$428K – – –
DSC
60
Duncker Streett & Co
Missouri
$425K +$397 +27 +0.1%
SGAM
61
Steinberg Global Asset Management
Florida
$425K +$425K +28,890 New
JWS
62
Juncture Wealth Strategies
Arizona
$418K +$418K +28,614 New
AA
63
Alesco Advisors
New York
$402K +$8.43K +573 +2%
CAN
64
Cetera Advisor Networks
California
$390K +$44.8K +3,039 +13%
RC
65
Roundview Capital
New Jersey
$379K +$24.5K +1,671 +7%
VDI
66
Vaughan David Investments
Illinois
$336K +$336K +22,839 New
ZIM
67
Zacks Investment Management
Illinois
$335K +$41.8K +2,841 +14%
PAM
68
Peak Asset Management
Colorado
$306K +$306K +20,796 New
IF
69
Ironwood Financial
Arizona
$303K +$303K +20,646 New
SB
70
Suntrust Banks
Georgia
$295K – – –
VCP
71
Vista Capital Partners
Oregon
$281K -$7.59K -516 -3%
CDIA
72
Capital Directions Investment Advisors
Georgia
$279K +$8.74K +600 +3%
BO
73
BRR OpCo
Ohio
$267K – – –
GHA
74
GW Henssler & Associates
Georgia
$258K +$258K +17,574 New
HSA
75
HBK Sorce Advisory
Pennsylvania
$249K +$249K +16,959 New
1 2
3
4 5