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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

132 hedge funds and large institutions have $491M invested in Schwab US Large-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
3.47%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
30
Increased
60
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$174M
2
BlackRock
2
BlackRock
New York
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
LPL Financial
4
LPL Financial
California
$16.5M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$7.68M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
SI
4
SII Investments
Wisconsin
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$1.02M 23,910 -45 -0.2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$944K 22,241 +4,293 +24%
AWMG
53
Alliance Wealth Management Group
New Jersey
$874K 20,583 +20,583 New
CCM
54
Carlson Capital Management
Minnesota
$841K 19,817 -34 -0.2%
TF
55
Trutina Financial
Washington
$782K 18,427 -116 -0.6%
BC
56
Bartlett & Co
Ohio
$752K 17,709 +3,251 +22%
BAC
57
Boys Arnold & Co
North Carolina
$751K 17,700 +8,850 +100%
AA
58
Alesco Advisors
New York
$744K 17,520 +7,582 +76%
SC
59
Savant Capital
Illinois
$742K 17,481 -3,805 -18%
MAM
60
Marquette Asset Management
Minnesota
$729K 17,182 +17,182 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$724K 17,081 +15,377 +902%
GC
62
Garde Capital
Washington
$668K 15,728 +148 +0.9%
SIA
63
Starfire Investment Advisers
Michigan
$667K 15,723 +405 +3%
CFA
64
Cahill Financial Advisors
Minnesota
$657K 15,460 +92 +0.6%
AW
65
ACG Wealth
Georgia
$653K 15,393 -1,247 -7%
SGAM
66
Steinberg Global Asset Management
Florida
$651K 15,337 +327 +2%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$621K 14,621 +14,621 New
GHA
68
GW Henssler & Associates
Georgia
$603K 14,218 -6,227 -30%
S
69
SignatureFD
Georgia
$536K 12,621 -2,005 -14%
Creative Planning
70
Creative Planning
Kansas
$524K 12,341 -357 -3%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$506K 11,941 +671 +6%
ACM
72
Argent Capital Management
Missouri
$505K 11,905 +11,905 New
EK
73
Evensky & Katz
Florida
$481K 11,346 -1,281 -10%
PAG
74
Private Advisor Group
New Jersey
$447K 10,541 +4,608 +78%
PFM
75
Phillips Financial Management
Indiana
$445K 11,255 +187 +2%
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3
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