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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

132 hedge funds and large institutions have $491M invested in Schwab US Large-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
3.47%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
30
Increased
60
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$174M
2
BlackRock
2
BlackRock
New York
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$13M
4
LPL Financial
4
LPL Financial
California
$16.5M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$7.68M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.31M
4
SI
4
SII Investments
Wisconsin
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TH
1
TMFS Holdings
Kansas
$174M 4,093,555 +1,346,768 +49%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.1M 1,016,523 -110,717 -10%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$26.3M 618,748 +65,627 +12%
BlackRock
4
BlackRock
New York
$23.4M 551,140 +551,140 New
LPL Financial
5
LPL Financial
California
$16.5M 392,903 +200,302 +104%
Morgan Stanley
6
Morgan Stanley
New York
$13M 306,113 +250,894 +454%
UCFA
7
United Capital Financial Advisors
Texas
$11M 258,400 -5,175 -2%
SFA
8
Sequoia Financial Advisors
Ohio
$10.8M 253,518 +45,656 +22%
SAM
9
Summit Asset Management
Tennessee
$10.1M 238,039 +15,618 +7%
GAM
10
Gemmer Asset Management
California
$8.85M 208,582 +1,275 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.31M 195,693 -19,190 -9%
HSA
12
HBK Sorce Advisory
Pennsylvania
$7.68M 180,921 +180,921 New
OCM
13
One Capital Management
California
$7.54M 177,631 -3,102 -2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$6.39M 150,572 +15,497 +11%
VV
15
Valentine Ventures
Oregon
$5.85M 137,903 -8,416 -6%
NDSI
16
Newman Dignan & Sheerar Inc
Rhode Island
$5.63M 132,601 +2,208 +2%
VFS
17
VSR Financial Services
Kansas
$5.4M 127,309 +17,999 +16%
ACM
18
Avalon Capital Management
California
$4.26M 100,257 +25,511 +34%
CAN
19
Cetera Advisor Networks
California
$4.07M 95,913 +58,414 +156%
GIA
20
GHP Investment Advisors
Colorado
$3.85M 90,811 +22,367 +33%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$3.84M 90,364 +90,364 New
EWA
22
EP Wealth Advisors
California
$3.74M 88,084 +15,270 +21%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.58M 84,402 +84,402 New
Bank of America
24
Bank of America
North Carolina
$3.58M 84,352 +50,935 +152%
SS
25
Simplicity Solutions
Minnesota
$3.44M 81,041 +81,041 New
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