SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

146 hedge funds and large institutions have $572M invested in Schwab US Large-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
29
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
TMFS Holdings
Kansas
+$34.9M
2
KF
Krilogy Financial
Missouri
+$22.1M
3
AP
Advisors Preferred
Maryland
+$15.1M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.51M

Top Sellers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$11.5M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.21M
3
ACM
Avalon Capital Management
California
-$4.26M
4
EWA
EP Wealth Advisors
California
-$3.58M
5
SS
Simplicity Solutions
Minnesota
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$28K – – –
PAI
127
Pittenger & Anderson Inc
Nebraska
$27K -$45.8K -3,180 -63%
VIA
128
Vantage Investment Advisors
Pennsylvania
$26K +$18.5K +1,284 +245%
PG
129
Patten Group
Tennessee
$19.8K +$1.86K +129 +10%
ACM
130
Armbruster Capital Management
New York
$19K – – –
CG
131
Cutler Group
California
$17K -$82.5K -6,000 -83%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$17K +$17K +1,161 New
PWM
133
Perigon Wealth Management
California
$16K +$16K +1,113 New
PSUF
134
People's United Financial
Connecticut
$14K +$14K +981 New
DBT
135
Dubuque Bank & Trust
Iowa
$8K – – –
OCM
136
One Capital Management
California
$7.87K +$192 +13,365 +3%
AIM
137
Anchor Investment Management
South Carolina
$7.56K +$7.56K +525 New
SWA
138
Sutton Wealth Advisors
Florida
$7K +$7K +486 New
BWA
139
Burt Wealth Advisors
Maryland
$5K – – –
CK
140
Carnick & Kubik
Colorado
$5K +$5K +315 New
RCA
141
Rowland Carmichael Advisors
Arizona
$5K +$5K +375 New
VNA
142
Valley National Advisers
Pennsylvania
$2K – – –
SIM
143
Sonora Investment Management
Arizona
$879 – – –
ACM
144
Avalon Capital Management
California
– -$4.26M -300,771 Closed
SS
145
Simplicity Solutions
Minnesota
– -$3.44M -243,123 Closed
WI
146
WrapManager Inc
California
– -$1.21M -85,653 Closed
VF
147
Virtu Financial
New York
– -$1.21M -85,572 Closed
BAC
148
Boys Arnold & Co
North Carolina
– -$751K -53,100 Closed
ACM
149
Argent Capital Management
Missouri
– -$505K -35,715 Closed
BRWA
150
B. Riley Wealth Advisors
Florida
– -$339K -23,958 Closed
3 4 5
6
7