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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

76 hedge funds and large institutions have $173M invested in Schwab US Large-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
16
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
$861K
Net Calls
-$861K
Net Calls Change
-$37K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M
2
PFG
2
Piershale Financial Group
Illinois
$6.67M
3
TCM
3
Tradewinds Capital Management
Washington
$3.41M
4
Bank of America
4
Bank of America
North Carolina
$3M
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
DS
2
DRW Securities
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$660K
4
Mariner
4
Mariner
Kansas
$1.61M
5
BIT
5
BlackRock Institutional Trust
California
$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
– -$4.13M -300,405 Closed
DS
77
DRW Securities
Illinois
– -$2.74M -199,440 Closed
PFA
78
Paradigm Financial Advisors
Missouri
– -$68K -4,983 Closed
PP
79
Palladium Partners
Virginia
– -$38K -2,775 Closed
BJ
80
Brouwer & Janachowski
California
– -$6K -465 Closed
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
– -$4K -336 Closed
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