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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

114 hedge funds and large institutions have $368M invested in Schwab US Large-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.19%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
12
Increased
53
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
1
FutureAdvisor
California
$19.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$23.2M
3
ACM
3
Avalon Capital Management
California
$2.98M
4
EWA
4
EP Wealth Advisors
California
$2.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.2M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$68K
5
Jane Street
5
Jane Street
New York
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
76
Foster & Motley
Ohio
$265K +$48.6K +3,669 +22%
BAM
77
Berkshire Asset Management
Pennsylvania
$259K +$26.8K +2,022 +12%
VCP
78
Vista Capital Partners
Oregon
$253K +$13.6K +1,026 +6%
CDIA
79
Capital Directions Investment Advisors
Georgia
$248K – – –
VDI
80
Vaughan David Investments
Illinois
$236K -$48K -3,612 -17%
PAG
81
Private Advisor Group
New Jersey
$236K +$236K +17,799 New
AIG
82
American International Group
New York
$221K -$23.2K -1,749 -9%
SCA
83
Stonebridge Capital Advisors
Minnesota
$213K +$213K +16,035 New
BO
84
BRR OpCo
Ohio
$209K +$6.91K +522 +3%
PAM
85
Peak Asset Management
Colorado
$204K – – –
JWS
86
Juncture Wealth Strategies
Arizona
$204K +$8.82K +663 +5%
RCG
87
Ruggie Capital Group
Florida
$195K -$22.6K -1,578 -10%
IF
88
Ironwood Financial
Arizona
$191K -$14.7K -1,107 -7%
APSP
89
Asset Planning Services (Pennsylvania)
Pennsylvania
$139K +$954 +72 +0.7%
TWA
90
TCI Wealth Advisors
Arizona
$130K -$5.21K -393 -4%
RIA
91
Regal Investment Advisors
Michigan
$114K +$77.8K +5,886 +215%
HCMT
92
Highland Capital Management (Tennessee)
Tennessee
$71K – – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$68K -$1.27M -95,358 -95%
PAI
94
Pittenger & Anderson Inc
Nebraska
$67K +$8.95K +675 +15%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$62K +$2.39K +180 +4%
PFBT
96
Parkside Financial Bank & Trust
Missouri
$58K +$58K +4,386 New
SA
97
SRH Advisors
Kansas
$55K +$55K +4,140 New
CCS
98
Crosspoint Capital Strategies
California
$42K -$29.3K -2,199 -41%
AWM
99
Avior Wealth Management
Nebraska
$35K +$79 +6 +0.2%
CK
100
Carnick & Kubik
Colorado
$29.9K +$29.9K +2,250 New
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4
5