SCHV icon

Schwab US Large-Cap Value ETF

46 hedge funds and large institutions have $83.4M invested in Schwab US Large-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
7
Increased
26
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.5M 683,814 +608,336 +806%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.88M 264,996 +28,833 +12%
SAM
3
Summit Asset Management
Tennessee
$8.89M 238,421 -8,045 -3%
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$5.73M 153,577 +2,589 +2%
UCFA
5
United Capital Financial Advisors
Texas
$5.61M 150,447 +26,777 +22%
Mariner
6
Mariner
Kansas
$3.48M 93,364 -2,025 -2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$2.99M 80,232 +80,232 New
IAS
8
IMA Advisory Services
Colorado
$2.49M 66,741 -115 -0.2%
LPL Financial
9
LPL Financial
California
$2.35M 61,892 -168 -0.3%
PMG
10
ProVise Management Group
Florida
$2.13M 57,042 +34,076 +148%
Citigroup
11
Citigroup
New York
$1.87M 50,000 +50,000 New
CCM
12
Condor Capital Management
New Jersey
$1.68M 44,984 +5,972 +15%
CAN
13
Cetera Advisor Networks
California
$1.3M 34,898 +8,956 +35%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.16M 31,092 +2,139 +7%
LYV
15
Live Your Vision
Pennsylvania
$1.04M 27,890 +1,310 +5%
TH
16
Timber Hill
Connecticut
$885K 23,719 +23,719 New
CCM
17
Carlson Capital Management
Minnesota
$822K 22,032 +3,760 +21%
BCI
18
Brinker Capital Investments
Pennsylvania
$552K 14,792 +1,071 +8%
Ameriprise
19
Ameriprise
Minnesota
$463K 12,413 +3,290 +36%
SFSG
20
Stearns Financial Services Group
North Carolina
$458K 12,291 +1,213 +11%
CDIA
21
Capital Directions Investment Advisors
Georgia
$424K 11,372 -286 -2%
GIA
22
GHP Investment Advisors
Colorado
$421K 11,278 +5,121 +83%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$368K 9,871 +174 +2%
DSC
24
Duncker Streett & Co
Missouri
$358K 9,599 +313 +3%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$355K 9,513 +62 +0.7%