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

Top Sellers

1
AP
Advisors Preferred
Maryland
$0
2
SFA
Sequoia Financial Advisors
Ohio
$2.83M
3
Jane Street
Jane Street
New York
$0
4
ACM
Avalon Capital Management
California
$0
5
CS
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
126
Vantage Investment Advisors
Pennsylvania
$34K +$6.81K +453 +25%
WIC
127
Woodmont Investment Counsel
Tennessee
$32K +$32K +2,100 New
NFG
128
Next Financial Group
Texas
$30K – – –
GBBWRPM
129
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$30K +$30K +2,025 New
BFEC
130
Benjamin F. Edwards & Company
Missouri
$29K +$29K +1,890 New
PAI
131
Pittenger & Anderson Inc
Nebraska
$28K – – –
AA
132
Advisory Alpha
Michigan
$28K +$28K +1,869 New
GWS
133
Glassman Wealth Services
Virginia
$27K +$27K +1,767 New
PSUF
134
People's United Financial
Connecticut
$26K +$11.3K +750 +76%
EWM
135
Edge Wealth Management
New York
$24K -$16.9K -1,131 -41%
PG
136
Patten Group
Tennessee
$24K -$900 -60 -4%
ACM
137
Armbruster Capital Management
New York
$22K – – –
CWM
138
Concert Wealth Management
California
$21K +$21K +1,392 New
TAIM
139
TD Ameritrade Investment Management
Nebraska
$14K +$6.86K +438 +96%
PWM
140
Perigon Wealth Management
California
$8K -$8.86K -585 -53%
DBT
141
Dubuque Bank & Trust
Iowa
$8K -$173 -12 -2%
FTUS
142
Flow Traders U.S.
New York
$8K +$8K +546 New
AIM
143
Anchor Investment Management
South Carolina
$7.97K – – –
SWA
144
Sutton Wealth Advisors
Florida
$7.38K – – –
BWA
145
Burt Wealth Advisors
Maryland
$5K – – –
VNA
146
Valley National Advisers
Pennsylvania
$2K – – –
AF
147
Allworth Financial
California
$2K +$2K +135 New
ASN
148
Advisory Services Network
Georgia
$1K +$421 +24 +73%
SBL
149
Sargent Bickham Lagudis
Colorado
$978 -$39.3K -409,233 -98%
SIM
150
Sonora Investment Management
Arizona
$911 – – –
3 4 5
6
7