SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

106 hedge funds and large institutions have $299M invested in Schwab US Large-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+27
Holders Change %
+34.18%
% of All Funds
2.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
33
Increased
51
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
Piershale Financial Group
Illinois
+$7.27M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$4.55M
3
UCFA
United Capital Financial Advisors
Texas
+$3.58M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.54M
5
FMP
Financial Management Professionals
Texas
+$2.55M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.74M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.04M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.03M
4
Goldman Sachs
Goldman Sachs
New York
-$1.63M
5
TCM
Tradewinds Capital Management
Washington
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$79.1M +$4.55M +309,861 +6%
FMP
2
Financial Management Professionals
Texas
$41.6M +$2.55M +173,688 +7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$17.5M +$17.5M +1,188,339 New
PFG
4
Piershale Financial Group
Illinois
$13.8M +$7.27M +494,547 +111%
UCFA
5
United Capital Financial Advisors
Texas
$12.9M +$3.58M +243,729 +38%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.7M +$3.54M +240,936 +49%
GAM
7
Gemmer Asset Management
California
$10.7M +$245K +16,653 +2%
SAM
8
Summit Asset Management
Tennessee
$10.2M +$13.1K +888 +0.1%
OCM
9
One Capital Management
California
$7.63M +$287K +19,515 +4%
SFA
10
Sequoia Financial Advisors
Ohio
$6.91M +$12.7K +864 +0.2%
VV
11
Valentine Ventures
Oregon
$6.64M +$6.64M +451,722 New
LPL Financial
12
LPL Financial
California
$4.42M +$140K +9,498 +3%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$4.09M +$4.09M +278,520 New
Jane Street
14
Jane Street
New York
$3.86M -$658K -44,766 -15%
CAM
15
Concorde Asset Management
Michigan
$3.16M +$3.16M +331,926 New
UBS Group
16
UBS Group
Switzerland
$2.98M +$2.98M +203,025 New
Morgan Stanley
17
Morgan Stanley
New York
$2.65M +$1.88M +127,986 +245%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$2.64M +$13K +882 +0.5%
CCM
19
Condor Capital Management
New Jersey
$2.54M +$59.8K +4,068 +2%
IAS
20
IMA Advisory Services
Colorado
$2.51M +$7.37K +501 +0.3%
PMG
21
ProVise Management Group
Florida
$2.42M +$1.19M +80,655 +96%
FWM
22
Frontier Wealth Management
Missouri
$2.29M +$2.29M +155,595 New
TCM
23
Tradewinds Capital Management
Washington
$2.24M -$1.31M -88,929 -37%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.23M +$197K +13,431 +10%
LYV
25
Live Your Vision
Pennsylvania
$2.17M -$25.1K -1,737 -1%
1
2 3 4 5