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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 %
RIA
101
Regal Investment Advisors
Michigan
$206K 14,616 +5,994 +70%
JWS
102
Juncture Wealth Strategies
Arizona
$202K 14,244 -1,089 -7%
MFW
103
Mosaic Family Wealth
Missouri
$185K 13,143 +13,143 New
AIG
104
American International Group
New York
$173K 12,213 -4,467 -27%
WCM
105
Westend Capital Management
California
$171K 12,066 +12,066 New
APSP
106
Asset Planning Services (Pennsylvania)
Pennsylvania
$150K 10,569 +75 +0.7%
TWA
107
TCI Wealth Advisors
Arizona
$139K 9,816 – –
CG
108
Cutler Group
California
$102K 7,236 +7,236 New
KKAMG
109
Kernodle & Katon Asset Management Group
Arkansas
$93K 6,576 +6,576 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$83K 5,880 +1,494 +34%
PAI
111
Pittenger & Anderson Inc
Nebraska
$72K 5,055 – –
SA
112
SRH Advisors
Kansas
$59K 4,140 – –
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$57K 4,050 -618 -13%
IA
114
IFP Advisors
Florida
$57K 3,999 +3,999 New
MFS
115
MSI Financial Services
Massachusetts
$56K 3,972 +3,972 New
AWM
116
Avior Wealth Management
Nebraska
$38K 2,661 +6 +0.2%
WIC
117
Woodmont Investment Counsel
Tennessee
$30K 2,100 – –
NFG
118
Next Financial Group
Texas
$28K 2,007 – –
AA
119
Apriem Advisors
California
$25K 1,800 +1,200 +200%
JFGIW
120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K 1,671 +9 +0.5%
ACM
121
Armbruster Capital Management
New York
$18K 1,305 +1,305 New
PG
122
Patten Group
Tennessee
$17.7K 1,248 +1,248 New
PFG
123
Piershale Financial Group
Illinois
$11K 798 +798 New
DBT
124
Dubuque Bank & Trust
Iowa
$8K 567 – –
VIA
125
Vantage Investment Advisors
Pennsylvania
$7K 525 +240 +84%
2 3 4
5
6