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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

152 hedge funds and large institutions have $743M invested in Schwab US Large-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
4.06%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
17
Increased
74
Reduced
35
Closed
10
Calls
$403K
Puts
$2K
Net Calls
+$401K
Net Calls Change
+$401K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$324M
2
AA
2
Apriem Advisors
California
$15.8M
3
Jane Street
3
Jane Street
New York
$6.14M
4
ACM
4
Avalon Capital Management
California
$5.93M
5
GAM
5
Gemmer Asset Management
California
$14.7M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.71M
2
LPL Financial
2
LPL Financial
California
$7.56M
3
AP
3
Advisors Preferred
Maryland
$9.82M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
76
Phillips Financial Management
Indiana
$616K +$26.4K +1,722 +4%
SCA
77
Stonebridge Capital Advisors
Minnesota
$609K +$125K +8,370 +26%
RFA
78
Reilly Financial Advisors
California
$592K +$17.7K +1,182 +3%
PAG
79
Private Advisor Group
New Jersey
$569K -$37.5K -2,514 -6%
Creative Planning
80
Creative Planning
Kansas
$565K +$21.9K +1,470 +4%
AA
81
Alesco Advisors
New York
$554K +$11.3K +759 +2%
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$528K -$16.4K -1,098 -3%
S
83
SignatureFD
Georgia
$473K -$30.2K -2,022 -6%
TRCT
84
Tower Research Capital (TRC)
New York
$458K +$458K +30,654 New
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$457K +$313 +21 +0.1%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$453K +$4.79K +321 +1%
AIM
87
Avity Investment Management
Connecticut
$434K – – –
NL
88
NWAM LLC
Washington
$428K – – –
Citadel Advisors
89
Citadel Advisors
Florida
$417K +$417K +27,924 New
RC
90
Roundview Capital
New Jersey
$399K – – –
BAC
91
Boys Arnold & Co
North Carolina
$396K +$396K +26,550 New
AL
92
Aspiriant LLC
California
$378K – – –
RIA
93
Regal Investment Advisors
Michigan
$377K +$58.3K +3,909 +18%
HighTower Advisors
94
HighTower Advisors
Illinois
$372K +$11K +738 +3%
ZIM
95
Zacks Investment Management
Illinois
$346K -$10.3K -690 -3%
DSC
96
Duncker Streett & Co
Missouri
$345K +$403 +27 +0.1%
US Bancorp
97
US Bancorp
Minnesota
$310K – – –
FM
98
Foster & Motley
Ohio
$306K -$4.17K -279 -1%
VDI
99
Vaughan David Investments
Illinois
$297K -$25.2K -1,689 -8%
BO
100
BRR OpCo
Ohio
$293K +$4.7K +315 +2%
2 3
4
5 6