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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

66 hedge funds and large institutions have $147M invested in Schwab US Large-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
13
Increased
25
Reduced
21
Closed
7
Calls
–
Puts
$824K
Net Calls
-$824K
Net Calls Change
-$824K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.13M
3
DS
3
DRW Securities
Illinois
$2.74M
4
Wells Fargo
4
Wells Fargo
California
$925K
5
GCA
5
Greenwood Capital Associates
South Carolina
$646K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.15M
3
EWA
3
EP Wealth Advisors
California
$0
4
CAN
4
Cetera Advisor Networks
California
$452K
5
SFA
5
Sequoia Financial Advisors
Ohio
$5.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.9M 1,210,204 +430,736 +55%
SAM
2
Summit Asset Management
Tennessee
$9.42M 228,635 -5,408 -2%
GAM
3
Gemmer Asset Management
California
$9.16M 222,377 +222,377 New
UCFA
4
United Capital Financial Advisors
Texas
$9.01M 218,730 +14,151 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.15M 173,452 -50,452 -23%
OCM
6
One Capital Management
California
$6.6M 160,130 +160,130 New
NDSI
7
Newman Dignan & Sheerar Inc
Rhode Island
$6.37M 154,494 -1,218 -0.8%
SFA
8
Sequoia Financial Advisors
Ohio
$5.28M 128,061 -12,975 -9%
Goldman Sachs
9
Goldman Sachs
New York
$4.13M 100,135 +100,135 New
LPL Financial
10
LPL Financial
California
$2.84M 68,797 +4,684 +7%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$2.83M 68,781 -10,231 -13%
DS
12
DRW Securities
Illinois
$2.74M 66,480 +66,480 New
IAS
13
IMA Advisory Services
Colorado
$2.51M 60,988 -5,571 -8%
Mariner
14
Mariner
Kansas
$2.11M 51,254 -2,759 -5%
Citigroup
15
Citigroup
New York
$2.06M 50,000 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.06M 49,911 +15,107 +43%
CCM
17
Condor Capital Management
New Jersey
$1.95M 47,387 +1,088 +2%
LYV
18
Live Your Vision
Pennsylvania
$1.95M 47,282 +8,428 +22%
BIT
19
BlackRock Institutional Trust
California
$1.3M 31,500 +370 +1%
GIA
20
GHP Investment Advisors
Colorado
$1.1M 26,789 +8,026 +43%
AW
21
ACG Wealth
Georgia
$995K 24,155 -2,357 -9%
TCM
22
Tradewinds Capital Management
Washington
$991K 24,039 -131 -0.5%
Wells Fargo
23
Wells Fargo
California
$925K 22,454 +20,791 +1,250%
SFSG
24
Stearns Financial Services Group
North Carolina
$910K 22,090 +1,511 +7%
TH
25
Timber Hill
Connecticut
$874K 21,208 -201 -0.9%
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