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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

79 hedge funds and large institutions have $231M invested in Schwab US Large-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
8
Increased
36
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$37.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.1M
3
Jane Street
3
Jane Street
New York
$4.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$662K
2
Citigroup
2
Citigroup
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$742K
4
BIT
4
BlackRock Institutional Trust
California
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.1M 1,690,839 +203,106 +14%
FMP
2
Financial Management Professionals
Texas
$37.7M 884,335 +884,335 New
GAM
3
Gemmer Asset Management
California
$10.1M 236,907 +7,977 +3%
SAM
4
Summit Asset Management
Tennessee
$9.87M 231,506 +1,313 +0.6%
UCFA
5
United Capital Financial Advisors
Texas
$9.01M 211,204 -7,504 -3%
OCM
6
One Capital Management
California
$7.1M 166,555 +938 +0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.93M 162,454 -2,187 -1%
SFA
8
Sequoia Financial Advisors
Ohio
$6.67M 156,432 +4,425 +3%
PFG
9
Piershale Financial Group
Illinois
$6.32M 148,148 -7,683 -5%
NDSI
10
Newman Dignan & Sheerar Inc
Rhode Island
$5.71M 133,949 +734 +0.6%
Jane Street
11
Jane Street
New York
$4.37M 102,410 +102,410 New
LPL Financial
12
LPL Financial
California
$4.08M 96,942 +13,156 +16%
TCM
13
Tradewinds Capital Management
Washington
$3.43M 80,488 +767 +1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.39M 79,561 +64,145 +416%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$2.74M 64,311 -1,137 -2%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$2.54M 59,649 +8,222 +16%
IAS
17
IMA Advisory Services
Colorado
$2.42M 56,771 -2,283 -4%
CCM
18
Condor Capital Management
New Jersey
$2.4M 56,318 -538 -0.9%
LYV
19
Live Your Vision
Pennsylvania
$2.07M 50,615 -3,640 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.03M 47,576 +47,576 New
Wells Fargo
21
Wells Fargo
California
$2M 46,845 +13,374 +40%
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.97M 46,138 +4,863 +12%
GIA
23
GHP Investment Advisors
Colorado
$1.68M 39,276 +7,203 +22%
Goldman Sachs
24
Goldman Sachs
New York
$1.63M 38,315 +38,315 New
Mariner
25
Mariner
Kansas
$1.43M 33,496 -4,009 -11%
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