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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

113 hedge funds and large institutions have $253M invested in Schwab US Large-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
11
Increased
45
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
F
1
FutureAdvisor
California
$16.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$6.55M
3
VFS
3
VSR Financial Services
Kansas
$3.84M
4
LPL Financial
4
LPL Financial
California
$7.17M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.33M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$60.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.44M
3
GAM
3
Gemmer Asset Management
California
$8.88M
4
PMG
4
ProVise Management Group
Florida
$1.34M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$60.7M 1,410,600 -285,503 -17%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$19.8M 461,254 -1,485 -0.3%
F
3
FutureAdvisor
California
$16.1M 370,580 +165,210 +80%
UCFA
4
United Capital Financial Advisors
Texas
$12.4M 287,255 -9,945 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.8M 250,090 +2,287 +0.9%
SAM
6
Summit Asset Management
Tennessee
$9.24M 214,823 -5,214 -2%
GAM
7
Gemmer Asset Management
California
$8.88M 206,271 -57,343 -22%
SFA
8
Sequoia Financial Advisors
Ohio
$8.12M 188,592 +9,123 +5%
OCM
9
One Capital Management
California
$7.78M 180,899 +2,745 +2%
LPL Financial
10
LPL Financial
California
$7.17M 166,116 +39,655 +31%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$6.55M 152,190 +70,301 +86%
VV
12
Valentine Ventures
Oregon
$6.41M 148,901 -135 -0.1%
NDSI
13
Newman Dignan & Sheerar Inc
Rhode Island
$5.57M 129,396 -2,696 -2%
VFS
14
VSR Financial Services
Kansas
$3.84M 89,328 +63,122 +241%
IAS
15
IMA Advisory Services
Colorado
$3.27M 75,954 -678 -0.9%
UBS Group
16
UBS Group
Switzerland
$3.08M 71,508 -6,027 -8%
CMP
17
Courage Miller Partners
Virginia
$2.75M 63,967 +13,767 +27%
CCM
18
Condor Capital Management
New Jersey
$2.66M 61,766 +1,919 +3%
GIA
19
GHP Investment Advisors
Colorado
$2.59M 60,314 +4,742 +9%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$2.2M 51,005 -459 -0.9%
MIAN
21
Mariner Independent Advisor Network
Kansas
$2.18M 50,678 +5,621 +12%
FWM
22
Frontier Wealth Management
Missouri
$1.96M 45,462 +505 +1%
TCM
23
Tradewinds Capital Management
Washington
$1.82M 42,391 +20,696 +95%
NFG
24
Nadler Financial Group
Illinois
$1.8M 41,855 -1,493 -3%
Jane Street
25
Jane Street
New York
$1.75M 40,629 -1,216 -3%
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