SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

146 hedge funds and large institutions have $572M invested in Schwab US Large-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
29
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
TMFS Holdings
Kansas
+$34.9M
2
KF
Krilogy Financial
Missouri
+$22.1M
3
AP
Advisors Preferred
Maryland
+$15.1M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.51M

Top Sellers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$11.5M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.21M
3
ACM
Avalon Capital Management
California
-$4.26M
4
EWA
EP Wealth Advisors
California
-$3.58M
5
SS
Simplicity Solutions
Minnesota
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
51
Tuttle Capital Management
Connecticut
$1.04M -$1.09K -75 -0.1%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$972K +$11.2K +780 +1%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$968K -$107K -7,413 -10%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$904K +$542K +37,659 +150%
TF
55
Trutina Financial
Washington
$892K +$95.7K +6,642 +12%
MAM
56
Marquette Asset Management
Minnesota
$857K +$115K +7,983 +15%
SC
57
Savant Capital
Illinois
$855K +$99.7K +6,924 +13%
CCM
58
Carlson Capital Management
Minnesota
$853K -$3.33K -231 -0.4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$771K +$32.6K +2,262 +4%
Ameriprise
60
Ameriprise
Minnesota
$755K -$278K -19,287 -27%
SIA
61
Starfire Investment Advisers
Michigan
$718K +$38.7K +2,685 +6%
CFA
62
Cahill Financial Advisors
Minnesota
$711K +$42.8K +2,970 +6%
SGAM
63
Steinberg Global Asset Management
Florida
$687K +$24.8K +1,725 +4%
GC
64
Garde Capital
Washington
$658K -$21K -1,458 -3%
GHA
65
GW Henssler & Associates
Georgia
$653K +$39K +2,709 +6%
AWMG
66
Alliance Wealth Management Group
New Jersey
$638K -$243K -17,046 -28%
HSA
67
HBK Sorce Advisory
Pennsylvania
$614K -$7.21M -500,148 -92%
AW
68
ACG Wealth
Georgia
$601K -$63.7K -4,428 -10%
PAG
69
Private Advisor Group
New Jersey
$586K +$130K +9,051 +29%
PFM
70
Phillips Financial Management
Indiana
$557K +$68.1K +4,701 +14%
RFA
71
Reilly Financial Advisors
California
$554K +$150K +10,446 +37%
WAM
72
Wealthspire Advisors (Maryland)
Maryland
$525K -$106K -7,377 -17%
Creative Planning
73
Creative Planning
Kansas
$524K -$8.98K -624 -2%
AA
74
Alesco Advisors
New York
$523K -$234K -16,245 -31%
S
75
SignatureFD
Georgia
$485K -$60.2K -4,179 -11%
1 2
3
4 5