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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

111 hedge funds and large institutions have $261M invested in Schwab US Large-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
2.96%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
16
Increased
43
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
1
FutureAdvisor
California
$8.89M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.64M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$20M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.54M
5
VF
5
Virtu Financial
New York
$1.79M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
PFG
2
Piershale Financial Group
Illinois
$1K
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.4M
4
Jane Street
4
Jane Street
New York
$1.81M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.4M 1,696,103 -98,023 -5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$20M 462,739 +66,626 +17%
UCFA
3
United Capital Financial Advisors
Texas
$13.1M 297,200 +4,753 +2%
GAM
4
Gemmer Asset Management
California
$11.4M 263,614 +21,156 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.7M 247,803 +5,037 +2%
SAM
6
Summit Asset Management
Tennessee
$9.52M 220,037 -11,765 -5%
F
7
FutureAdvisor
California
$8.89M 205,370 +165,472 +415%
SFA
8
Sequoia Financial Advisors
Ohio
$7.77M 179,469 +22,749 +15%
OCM
9
One Capital Management
California
$7.71M 178,154 +5,094 +3%
VV
10
Valentine Ventures
Oregon
$6.45M 149,036 -1,538 -1%
NDSI
11
Newman Dignan & Sheerar Inc
Rhode Island
$5.72M 132,092 -3,822 -3%
LPL Financial
12
LPL Financial
California
$5.45M 126,461 +26,353 +26%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.64M 107,114 +107,114 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.54M 81,889 +49,961 +156%
UBS Group
15
UBS Group
Switzerland
$3.36M 77,535 +9,860 +15%
IAS
16
IMA Advisory Services
Colorado
$3.32M 76,632 +19,694 +35%
PMG
17
ProVise Management Group
Florida
$3.21M 74,244 +19,323 +35%
CAM
18
Concorde Asset Management
Michigan
$3.21M 74,139 -36,503 -33%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$2.59M 59,879 -64 -0.1%
CCM
20
Condor Capital Management
New Jersey
$2.59M 59,847 +2,173 +4%
GIA
21
GHP Investment Advisors
Colorado
$2.41M 55,572 +8,019 +17%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$2.23M 51,464 -41,376 -45%
Bank of America
23
Bank of America
North Carolina
$2.2M 50,718 +28,889 +132%
CMP
24
Courage Miller Partners
Virginia
$2.17M 50,200 +13,446 +37%
LYV
25
Live Your Vision
Pennsylvania
$1.96M 45,269 -4,767 -10%
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