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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

61 hedge funds and large institutions have $101M invested in Schwab US Large-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
61
Holders Change
+15
Holders Change %
+32.61%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
19
Increased
25
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$5.74M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.7M
3
Jane Street
3
Jane Street
New York
$2.69M
4
UCFA
4
United Capital Financial Advisors
Texas
$8.33M
5
AW
5
ACG Wealth
Georgia
$1.08M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$584K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.12M
3
Mariner
3
Mariner
Kansas
$2.2M
4
CAN
4
Cetera Advisor Networks
California
$1.13M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.7M 779,468 +95,654 +14%
SAM
2
Summit Asset Management
Tennessee
$9.53M 234,043 -4,378 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.12M 223,904 -41,092 -16%
UCFA
4
United Capital Financial Advisors
Texas
$8.33M 204,579 +54,132 +36%
SFA
5
Sequoia Financial Advisors
Ohio
$5.74M 141,036 +141,036 New
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$3.22M 79,012 -1,220 -2%
IAS
7
IMA Advisory Services
Colorado
$2.71M 66,559 -182 -0.3%
Jane Street
8
Jane Street
New York
$2.69M 65,927 +65,927 New
LPL Financial
9
LPL Financial
California
$2.61M 64,113 +2,221 +4%
Mariner
10
Mariner
Kansas
$2.2M 54,013 -39,351 -42%
Citigroup
11
Citigroup
New York
$2.04M 50,000 – –
CCM
12
Condor Capital Management
New Jersey
$1.89M 46,299 +1,315 +3%
LYV
13
Live Your Vision
Pennsylvania
$1.58M 38,854 +10,964 +39%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.42M 34,804 +3,712 +12%
BIT
15
BlackRock Institutional Trust
California
$1.27M 31,130 +23,430 +304%
CAN
16
Cetera Advisor Networks
California
$1.13M 27,739 -7,159 -21%
AW
17
ACG Wealth
Georgia
$1.08M 26,512 +26,512 New
EWA
18
EP Wealth Advisors
California
$1.07M 26,275 +26,275 New
TCM
19
Tradewinds Capital Management
Washington
$984K 24,170 +24,170 New
TH
20
Timber Hill
Connecticut
$872K 21,409 -2,310 -10%
SFSG
21
Stearns Financial Services Group
North Carolina
$838K 20,579 +8,288 +67%
CCM
22
Carlson Capital Management
Minnesota
$821K 20,159 -1,873 -9%
GIA
23
GHP Investment Advisors
Colorado
$764K 18,763 +7,485 +66%
BCI
24
Brinker Capital Investments
Pennsylvania
$636K 15,624 +832 +6%
CFA
25
Cahill Financial Advisors
Minnesota
$631K 15,492 +15,492 New
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