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SCHV

Schwab US Large-Cap Value ETF
SCHV

45 hedge funds and large institutions have $48.7M invested in Schwab US Large-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 45 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25.72% more ownership

Funds ownership: 0% → 25.72% (+26%)

Holders
45
Holders Change
+45
Holders Change %
–
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
45
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Summit Asset Management
Tennessee
$8.92M +$8.99M +739,398 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.55M +$8.62M +708,489 New
UCFA
3
United Capital Financial Advisors
Texas
$4.48M +$4.51M +371,010 New
Goldman Sachs
4
Goldman Sachs
New York
$3.82M +$3.85M +316,503 New
Mariner
5
Mariner
Kansas
$3.45M +$3.48M +286,167 New
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M +$2.75M +226,434 New
IAS
7
IMA Advisory Services
Colorado
$2.42M +$2.44M +200,568 New
LPL Financial
8
LPL Financial
California
$2.25M +$2.26M +186,180 New
CCM
9
Condor Capital Management
New Jersey
$1.41M +$1.42M +117,036 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.05M +$1.06M +86,859 New
LYV
11
Live Your Vision
Pennsylvania
$990K +$970K +79,740 New
CAN
12
Cetera Advisor Networks
California
$940K +$946K +77,826 New
PMG
13
ProVise Management Group
Florida
$831K +$838K +68,898 New
DS
14
DRW Securities
Illinois
$775K +$781K +64,227 New
CCM
15
Carlson Capital Management
Minnesota
$661K +$667K +54,816 New
HighTower Advisors
16
HighTower Advisors
Illinois
$633K +$638K +52,455 New
BCI
17
Brinker Capital Investments
Pennsylvania
$497K +$501K +41,163 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$429K +$432K +35,565 New
CDIA
19
Capital Directions Investment Advisors
Georgia
$422K +$425K +34,974 New
SI
20
SII Investments
Wisconsin
$407K +$409K +33,633 New
SFSG
21
Stearns Financial Services Group
North Carolina
$401K +$404K +33,234 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$351K +$354K +29,091 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$342K +$345K +28,353 New
DSC
24
Duncker Streett & Co
Missouri
$336K +$339K +27,858 New
Ameriprise
25
Ameriprise
Minnesota
$330K +$333K +27,369 New
1
2

SCHV Hedge Fund Activity: Q2 2013 in Review

45 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2013, worth a combined $48.7M.

Buyers outnumbered sellers: 45 funds opened new SCHV positions and 0 closed out — a net gain of 45 holders — while 0 added to existing stakes and 0 trimmed.

  • 45 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $48.7M of Schwab US Large-Cap Value ETF stock for Q2 2013.
  • 45 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +45 holders.

Based on aggregated 13F filings for Q2 2013.