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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

154 hedge funds and large institutions have $776M invested in Schwab US Large-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
4.12%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
21
Increased
72
Reduced
41
Closed
17
Calls
–
Puts
$415K
Net Calls
-$415K
Net Calls Change
-$816K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$352M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$51.6M
3
LYV
3
Live Your Vision
Pennsylvania
$11.6M
4
KF
4
Krilogy Financial
Missouri
$32.4M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$12.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$2.83M
3
Jane Street
3
Jane Street
New York
$0
4
ACM
4
Avalon Capital Management
California
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$1.29M +$267K +17,610 +26%
BC
52
Bartlett & Co
Ohio
$1.26M -$121K -7,941 -9%
TF
53
Trutina Financial
Washington
$1.2M +$122K +8,049 +11%
AWMG
54
Alliance Wealth Management Group
New Jersey
$1.19M +$538K +35,325 +82%
CCA
55
Clearwater Capital Advisors
Illinois
$1.17M -$24.6K -1,635 -2%
CG
56
Colony Group
Massachusetts
$1.12M -$364K -23,940 -25%
TCM
57
Tuttle Capital Management
Connecticut
$1.09M – – –
GWA
58
Guidant Wealth Advisors
Illinois
$1M +$1M +66,555 New
SC
59
Savant Capital
Illinois
$998K +$41K +2,697 +4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$972K +$972K +64,002 New
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$964K -$36.5K -2,400 -4%
MAM
62
Marquette Asset Management
Minnesota
$919K -$12K -789 -1%
SGAM
63
Steinberg Global Asset Management
Florida
$916K +$109K +7,197 +14%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$901K +$111K +7,287 +14%
CCM
65
Carlson Capital Management
Minnesota
$899K – – –
GHA
66
GW Henssler & Associates
Georgia
$822K +$30.1K +1,983 +4%
CFA
67
Cahill Financial Advisors
Minnesota
$786K +$13.9K +918 +2%
SIA
68
Starfire Investment Advisers
Michigan
$778K -$7.02K -462 -0.9%
SCA
69
Stonebridge Capital Advisors
Minnesota
$755K +$136K +8,940 +22%
Creative Planning
70
Creative Planning
Kansas
$695K +$120K +7,911 +21%
CHA
71
Cedar Hill Associates
Illinois
$651K +$651K +42,885 New
AW
72
ACG Wealth
Georgia
$639K +$46 +3 +0%
GC
73
Garde Capital
Washington
$620K +$8.08K +609 +1%
PFM
74
Phillips Financial Management
Indiana
$612K +$11.3K +759 +2%
HSA
75
HBK Sorce Advisory
Pennsylvania
$609K -$38.5K -2,532 -6%
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3
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