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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

154 hedge funds and large institutions have $776M invested in Schwab US Large-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
4.12%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
21
Increased
72
Reduced
41
Closed
17
Calls
–
Puts
$415K
Net Calls
-$415K
Net Calls Change
-$816K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$352M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$51.6M
3
LYV
3
Live Your Vision
Pennsylvania
$11.6M
4
KF
4
Krilogy Financial
Missouri
$32.4M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$12.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$2.83M
3
Jane Street
3
Jane Street
New York
$0
4
ACM
4
Avalon Capital Management
California
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Alesco Advisors
New York
$589K +$26.4K +1,740 +5%
RFA
77
Reilly Financial Advisors
California
$586K -$16.5K -1,086 -3%
PAG
78
Private Advisor Group
New Jersey
$579K +$5.23K +348 +0.9%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$536K -$1.73K -114 -0.3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$516K -$754K -49,653 -59%
S
81
SignatureFD
Georgia
$503K +$21.8K +1,437 +5%
JFA
82
JNBA Financial Advisors
Minnesota
$503K +$503K +33,099 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$479K +$14K +924 +3%
PFA
84
Pure Financial Advisors
California
$464K +$186K +12,231 +67%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$436K -$25.3K -1,668 -5%
HighTower Advisors
86
HighTower Advisors
Illinois
$431K +$51.1K +3,357 +13%
NL
87
NWAM LLC
Washington
$403K -$32.1K -2,115 -7%
BAC
88
Boys Arnold & Co
North Carolina
$403K – – –
ZIM
89
Zacks Investment Management
Illinois
$380K +$28.1K +1,854 +8%
RC
90
Roundview Capital
New Jersey
$365K -$40.6K -2,670 -10%
DSC
91
Duncker Streett & Co
Missouri
$365K +$14K +921 +4%
AL
92
Aspiriant LLC
California
$345K -$39.8K -2,619 -10%
AI
93
Atria Investments
North Carolina
$340K +$340K +22,395 New
RIA
94
Regal Investment Advisors
Michigan
$332K -$51.4K -3,390 -13%
WIC
95
Whitegate Investment Counselors
New Hampshire
$320K +$320K +21,099 New
FM
96
Foster & Motley
Ohio
$311K +$137 +9 +0%
US Bancorp
97
US Bancorp
Minnesota
$309K -$6.28K -414 -2%
BO
98
BRR OpCo
Ohio
$306K +$7.71K +507 +3%
AIM
99
Avity Investment Management
Connecticut
$305K -$137K -9,000 -31%
VDI
100
Vaughan David Investments
Illinois
$303K – – –
2 3
4
5 6