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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 %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$281K +$41.8K +2,745 +17%
MCP
102
Mirador Capital Partners
California
$280K +$5.52K +363 +2%
CDIA
103
Capital Directions Investment Advisors
Georgia
$276K – – –
MCM
104
Mengis Capital Management
Oregon
$271K +$33.9K +2,235 +14%
MI
105
Moneywise Inc
Virginia
$267K +$267K +17,574 New
VCP
106
Vista Capital Partners
Oregon
$260K +$22.3K +1,473 +9%
JFGIW
107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K +$60.1K +3,960 +33%
EWA
108
EP Wealth Advisors
California
$226K – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$213K +$213K +14,130 New
AG
110
Advisor Group
Arizona
$211K +$72.8K +4,803 +53%
CA
111
Cambridge Advisors
Nebraska
$205K +$1.05K +69 +0.5%
APSP
112
Asset Planning Services (Pennsylvania)
Pennsylvania
$201K +$38.6K +2,550 +24%
RCG
113
Ruggie Capital Group
Florida
$192K -$11.5K -756 -6%
EK
114
Evensky & Katz
Florida
$183K -$84.8K -5,592 -32%
TWA
115
TCI Wealth Advisors
Arizona
$149K – – –
IF
116
Ironwood Financial
Arizona
$148K -$26.4K -1,740 -15%
KKAMG
117
Kernodle & Katon Asset Management Group
Arkansas
$139K – – –
IA
118
IFP Advisors
Florida
$136K +$33.8K +2,220 +33%
PFBT
119
Parkside Financial Bank & Trust
Missouri
$129K +$38.5K +2,541 +43%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$100K – – –
AWM
121
Avior Wealth Management
Nebraska
$88K +$38.3K +2,529 +77%
WA
122
Winfield Associates
Ohio
$81K +$28.3K +1,860 +54%
SEI Investments
123
SEI Investments
Pennsylvania
$65K +$32K +2,100 +97%
SA
124
SRH Advisors
Kansas
$63K – – –
MFS
125
MSI Financial Services
Massachusetts
$62K +$5.76K +381 +10%
3 4
5
6 7