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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

146 hedge funds and large institutions have $572M invested in Schwab US Large-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
29
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
TMFS Holdings
Kansas
+$34.9M
2
KF
Krilogy Financial
Missouri
+$22.1M
3
AP
Advisors Preferred
Maryland
+$15.1M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.51M

Top Sellers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$11.5M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.21M
3
ACM
Avalon Capital Management
California
-$4.26M
4
EWA
EP Wealth Advisors
California
-$3.58M
5
SS
Simplicity Solutions
Minnesota
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
76
Stonebridge Capital Advisors
Minnesota
$467K +$96.8K +6,720 +26%
FA
77
FDx Advisors
Illinois
$455K +$455K +31,581 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$441K -$74.9K -5,202 -15%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$433K +$433K +30,048 New
AIM
80
Avity Investment Management
Connecticut
$424K – – –
NL
81
NWAM LLC
Washington
$413K -$35.7K -2,478 -8%
RC
82
Roundview Capital
New Jersey
$384K +$10.1K +702 +3%
EK
83
Evensky & Katz
Florida
$377K -$171K -10,608 -31%
AL
84
Aspiriant LLC
California
$365K +$365K +25,341 New
HighTower Advisors
85
HighTower Advisors
Illinois
$349K +$31.3K +2,169 +10%
ZIM
86
Zacks Investment Management
Illinois
$344K -$46.3K -3,213 -12%
BAM
87
Berkshire Asset Management
Pennsylvania
$342K +$44.1K +3,066 +15%
DSC
88
Duncker Streett & Co
Missouri
$332K +$475 +33 +0.1%
VDI
89
Vaughan David Investments
Illinois
$311K +$55.3K +3,840 +22%
RIA
90
Regal Investment Advisors
Michigan
$308K +$97.3K +6,747 +46%
US Bancorp
91
US Bancorp
Minnesota
$299K – – –
FM
92
Foster & Motley
Ohio
$299K +$10.9K +756 +4%
BO
93
BRR OpCo
Ohio
$278K +$14K +975 +5%
FWP
94
FAS Wealth Partners
Kansas
$276K +$56.8K +3,939 +26%
PFA
95
Pure Financial Advisors
California
$276K +$276K +19,059 New
CDIA
96
Capital Directions Investment Advisors
Georgia
$269K – – –
PAM
97
Peak Asset Management
Colorado
$262K +$36.2K +2,514 +16%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$260K -$45.4K -3,150 -15%
MCP
99
Mirador Capital Partners
California
$244K +$244K +16,950 New
SAM
100
Stringer Asset Management
Tennessee
$240K -$174K -12,075 -42%
2 3
4
5 6