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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

114 hedge funds and large institutions have $368M invested in Schwab US Large-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.19%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
12
Increased
53
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$109M
2
KF
2
Krilogy Financial
Missouri
$19.6M
3
F
3
FutureAdvisor
California
$19.5M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$23.2M
5
ACM
5
Avalon Capital Management
California
$2.98M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$68K
5
Jane Street
5
Jane Street
New York
$449K
Name Market Value Shares Shares
Change 		Shares
Change %
TH
1
TMFS Holdings
Kansas
$109M 2,746,787 +2,746,787 New
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.9M 1,127,240 -283,360 -20%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.2M 553,121 +91,867 +20%
KF
4
Krilogy Financial
Missouri
$19.6M 492,659 +492,659 New
F
5
FutureAdvisor
California
$19.5M 490,357 +119,777 +32%
UCFA
6
United Capital Financial Advisors
Texas
$10.5M 263,575 -23,680 -8%
SAM
7
Summit Asset Management
Tennessee
$8.86M 222,421 +7,598 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.56M 214,883 -35,207 -14%
SFA
9
Sequoia Financial Advisors
Ohio
$8.28M 207,862 +19,270 +10%
GAM
10
Gemmer Asset Management
California
$8.26M 207,307 +1,036 +0.5%
LPL Financial
11
LPL Financial
California
$7.93M 192,601 +26,485 +16%
OCM
12
One Capital Management
California
$7.2M 180,733 -166 -0.1%
VV
13
Valentine Ventures
Oregon
$5.83M 146,319 -2,582 -2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$5.38M 135,075 -17,115 -11%
NDSI
15
Newman Dignan & Sheerar Inc
Rhode Island
$5.19M 130,393 +997 +0.8%
VFS
16
VSR Financial Services
Kansas
$4.35M 109,310 +19,982 +22%
CMP
17
Courage Miller Partners
Virginia
$3.03M 76,127 +12,160 +19%
ACM
18
Avalon Capital Management
California
$2.98M 74,746 +74,746 New
EWA
19
EP Wealth Advisors
California
$2.9M 72,814 +72,814 New
IAS
20
IMA Advisory Services
Colorado
$2.78M 72,642 -3,312 -4%
UBS Group
21
UBS Group
Switzerland
$2.74M 68,913 -2,595 -4%
GIA
22
GHP Investment Advisors
Colorado
$2.73M 68,444 +8,130 +13%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$2.27M 52,807 +1,802 +4%
CCM
24
Condor Capital Management
New Jersey
$2.22M 55,703 -6,063 -10%
Morgan Stanley
25
Morgan Stanley
New York
$2.2M 55,219 +28,969 +110%
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