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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.

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 %
MCP
101
Mirador Capital Partners
California
$275K +$16.8K +1,104 +7%
PFA
102
Pure Financial Advisors
California
$274K -$10.9K -729 -4%
CDIA
103
Capital Directions Investment Advisors
Georgia
$272K -$6.86K -459 -2%
EK
104
Evensky & Katz
Florida
$263K -$85.9K -5,766 -25%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$235K +$11.2K +750 +5%
VCP
106
Vista Capital Partners
Oregon
$234K -$9.63K -645 -4%
MCM
107
Mengis Capital Management
Oregon
$233K +$233K +15,612 New
EWA
108
EP Wealth Advisors
California
$222K -$11.2K -750 -5%
BAM
109
Berkshire Asset Management
Pennsylvania
$215K -$140K -9,357 -39%
CA
110
Cambridge Advisors
Nebraska
$201K -$7.85K -525 -4%
RCG
111
Ruggie Capital Group
Florida
$200K -$5.14K -345 -3%
JFGIW
112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$807 +54 +0.5%
IF
113
Ironwood Financial
Arizona
$172K -$24.2K -1,620 -12%
APSP
114
Asset Planning Services (Pennsylvania)
Pennsylvania
$160K +$1.03K +69 +0.6%
TWA
115
TCI Wealth Advisors
Arizona
$147K – – –
KKAMG
116
Kernodle & Katon Asset Management Group
Arkansas
$137K +$38.8K +2,601 +40%
AG
117
Advisor Group
Arizona
$135K +$135K +9,123 New
WIA
118
Westbourne Investment Advisors
Maryland
$126K +$126K +8,445 New
IA
119
IFP Advisors
Florida
$100K +$100K +6,714 New
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$99K -$171K -11,415 -63%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$89K +$582 +39 +0.7%
WRM
122
Westport Resources Management
Connecticut
$68K – – –
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$65K +$2.71K +180 +4%
SA
124
SRH Advisors
Kansas
$62K – – –
MFS
125
MSI Financial Services
Massachusetts
$56K -$32.7K -2,172 -37%
3 4
5
6 7