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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

132 hedge funds and large institutions have $491M invested in Schwab US Large-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
3.47%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
30
Increased
60
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$174M
2
BlackRock
2
BlackRock
New York
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
LPL Financial
4
LPL Financial
California
$16.5M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$7.68M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
SI
4
SII Investments
Wisconsin
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NL
76
NWAM LLC
Washington
$440K 31,128 +31,128 New
AIM
77
Avity Investment Management
Connecticut
$412K 29,100 – –
SAM
78
Stringer Asset Management
Tennessee
$407K 28,755 -3,432 -11%
RFA
79
Reilly Financial Advisors
California
$396K 28,017 +7,557 +37%
ZIM
80
Zacks Investment Management
Illinois
$383K 27,096 -822 -3%
WA
81
Winfield Associates
Ohio
$377K 26,637 -1,350 -5%
RC
82
Roundview Capital
New Jersey
$368K 25,995 -480 -2%
SCA
83
Stonebridge Capital Advisors
Minnesota
$364K 25,710 +9,675 +60%
ACM
84
Argentus Capital Management
Texas
$364K 25,710 +25,707 +856,900%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$355K 25,098 -561 -2%
BRWA
86
B. Riley Wealth Advisors
Florida
$339K 23,958 +23,958 New
DSC
87
Duncker Streett & Co
Missouri
$326K 23,028 +27 +0.1%
HighTower Advisors
88
HighTower Advisors
Illinois
$311K 22,050 +22,050 New
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$300K 21,174 +21,174 New
US Bancorp
90
US Bancorp
Minnesota
$294K 20,790 – –
BAM
91
Berkshire Asset Management
Pennsylvania
$293K 20,697 +1,164 +6%
RPA
92
Rock Point Advisors
Vermont
$289K 20,400 +20,400 New
FM
93
Foster & Motley
Ohio
$283K 20,004 +12 +0.1%
Jane Street
94
Jane Street
New York
$267K 18,906 -14,904 -44%
CDIA
95
Capital Directions Investment Advisors
Georgia
$264K 18,660 – –
BO
96
BRR OpCo
Ohio
$259K 18,333 +2,550 +16%
VDI
97
Vaughan David Investments
Illinois
$251K 17,772 – –
VCP
98
Vista Capital Partners
Oregon
$240K 16,956 -2,106 -11%
PAM
99
Peak Asset Management
Colorado
$222K 15,699 +300 +2%
FWP
100
FAS Wealth Partners
Kansas
$215K 15,210 +15,210 New
2 3
4
5 6