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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

152 hedge funds and large institutions have $743M invested in Schwab US Large-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
4.06%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
17
Increased
74
Reduced
35
Closed
10
Calls
$403K
Puts
$2K
Net Calls
+$401K
Net Calls Change
+$401K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$324M
2
AA
2
Apriem Advisors
California
$15.8M
3
Jane Street
3
Jane Street
New York
$6.14M
4
ACM
4
Avalon Capital Management
California
$5.93M
5
GAM
5
Gemmer Asset Management
California
$14.7M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.71M
2
LPL Financial
2
LPL Financial
California
$7.56M
3
AP
3
Advisors Preferred
Maryland
$9.82M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
51
Live Your Vision
Pennsylvania
$1.41M -$32.6K -2,181 -2%
CAM
52
Concorde Asset Management
Michigan
$1.41M -$135K -9,024 -9%
BC
53
Bartlett & Co
Ohio
$1.36M +$122K +8,151 +10%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.26M +$5.55K +372 +0.4%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.25M +$312K +20,898 +33%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.23M +$227K +15,177 +22%
CCA
57
Clearwater Capital Advisors
Illinois
$1.19M +$1.19M +79,458 New
SI
58
SII Investments
Wisconsin
$1.17M +$53.7K +3,591 +5%
TCM
59
Tuttle Capital Management
Connecticut
$1.09M – – –
TF
60
Trutina Financial
Washington
$1.06M +$135K +9,012 +15%
Ameriprise
61
Ameriprise
Minnesota
$1.01M +$223K +14,928 +28%
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$983K -$21.4K -1,434 -2%
SC
63
Savant Capital
Illinois
$940K +$54K +3,621 +6%
MAM
64
Marquette Asset Management
Minnesota
$916K +$26.8K +1,794 +3%
CCM
65
Carlson Capital Management
Minnesota
$884K – – –
FA
66
FDx Advisors
Illinois
$832K +$361K +24,156 +76%
SGAM
67
Steinberg Global Asset Management
Florida
$793K +$80.8K +5,412 +11%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$778K -$21K -1,404 -3%
GHA
69
GW Henssler & Associates
Georgia
$778K +$101K +6,771 +15%
SIA
70
Starfire Investment Advisers
Michigan
$771K +$27.1K +1,818 +4%
CFA
71
Cahill Financial Advisors
Minnesota
$759K +$21.8K +1,461 +3%
GC
72
Garde Capital
Washington
$689K +$6.05K +405 +0.9%
AWMG
73
Alliance Wealth Management Group
New Jersey
$639K -$25.3K -1,704 -4%
HSA
74
HBK Sorce Advisory
Pennsylvania
$636K – – –
AW
75
ACG Wealth
Georgia
$628K +$4.66K +312 +0.7%
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3
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