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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

76 hedge funds and large institutions have $173M invested in Schwab US Large-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
16
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
$861K
Net Calls
-$861K
Net Calls Change
-$37K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M
2
PFG
2
Piershale Financial Group
Illinois
$6.67M
3
TCM
3
Tradewinds Capital Management
Washington
$3.41M
4
Bank of America
4
Bank of America
North Carolina
$3M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$1.77M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
DS
2
DRW Securities
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$660K
4
Mariner
4
Mariner
Kansas
$1.61M
5
BIT
5
BlackRock Institutional Trust
California
$795K
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.7M 1,487,733 +277,529 +23%
SAM
2
Summit Asset Management
Tennessee
$9.86M 230,193 +1,558 +0.7%
GAM
3
Gemmer Asset Management
California
$9.81M 228,930 +6,553 +3%
UCFA
4
United Capital Financial Advisors
Texas
$9.37M 218,708 -22 -0%
OCM
5
One Capital Management
California
$7.09M 165,617 +5,487 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.05M 164,641 -8,811 -5%
PFG
7
Piershale Financial Group
Illinois
$6.67M 155,831 +155,475 +43,673%
SFA
8
Sequoia Financial Advisors
Ohio
$6.51M 152,007 +23,946 +19%
LPL Financial
9
LPL Financial
California
$3.59M 83,786 +14,989 +22%
TCM
10
Tradewinds Capital Management
Washington
$3.41M 79,721 +55,682 +232%
Bank of America
11
Bank of America
North Carolina
$3M 69,961 +54,757 +360%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$2.8M 65,448 -3,333 -5%
IAS
13
IMA Advisory Services
Colorado
$2.53M 59,054 -1,934 -3%
CCM
14
Condor Capital Management
New Jersey
$2.44M 56,856 +9,469 +20%
LYV
15
Live Your Vision
Pennsylvania
$2.32M 54,255 +6,973 +15%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$2.2M 51,427 +37,983 +283%
Citigroup
17
Citigroup
New York
$2.14M 50,000 – –
MIAN
18
Mariner Independent Advisor Network
Kansas
$1.77M 41,275 +41,275 New
Morgan Stanley
19
Morgan Stanley
New York
$1.73M 40,380 +32,896 +440%
Mariner
20
Mariner
Kansas
$1.61M 37,505 -13,749 -27%
PMG
21
ProVise Management Group
Florida
$1.58M 36,957 +17,873 +94%
Wells Fargo
22
Wells Fargo
California
$1.43M 33,471 +11,017 +49%
GIA
23
GHP Investment Advisors
Colorado
$1.37M 32,073 +5,284 +20%
AW
24
ACG Wealth
Georgia
$1.04M 24,160 +5 +0%
SFSG
25
Stearns Financial Services Group
North Carolina
$1.03M 23,955 +1,865 +8%
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