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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

146 hedge funds and large institutions have $572M invested in Schwab US Large-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+14
Holders Change %
+10.61%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
29
Increased
60
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
TMFS Holdings
Kansas
+$34.9M
2
KF
Krilogy Financial
Missouri
+$22.1M
3
AP
Advisors Preferred
Maryland
+$15.1M
4
CS
Credit Suisse
Switzerland
+$11.1M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.51M

Top Sellers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$11.5M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$7.21M
3
ACM
Avalon Capital Management
California
-$4.26M
4
EWA
EP Wealth Advisors
California
-$3.58M
5
SS
Simplicity Solutions
Minnesota
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
1
TMFS Holdings
Kansas
$212M +$34.9M +2,426,205 +20%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$6.51M +452,619 +24%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.4M -$11.5M -799,110 -26%
BlackRock
4
BlackRock
New York
$29M +$5.16M +358,005 +22%
KF
5
Krilogy Financial
Missouri
$22.1M +$22.1M +1,537,791 New
AP
6
Advisors Preferred
Maryland
$15.1M +$15.1M +1,046,664 New
LPL Financial
7
LPL Financial
California
$14.7M -$2.19M -153,360 -13%
Morgan Stanley
8
Morgan Stanley
New York
$13.6M +$394K +27,369 +3%
UCFA
9
United Capital Financial Advisors
Texas
$12.1M +$905K +62,835 +8%
CS
10
Credit Suisse
Switzerland
$11.1M +$11.1M +773,949 New
SAM
11
Summit Asset Management
Tennessee
$10.5M +$222K +15,426 +2%
SFA
12
Sequoia Financial Advisors
Ohio
$10.4M -$529K -36,708 -5%
GAM
13
Gemmer Asset Management
California
$8.79M -$225K -15,636 -2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$7.31M +$803K +55,779 +12%
VV
15
Valentine Ventures
Oregon
$6.86M +$902K +62,637 +15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.63M -$1.83M -126,765 -22%
VFS
17
VSR Financial Services
Kansas
$6.09M +$589K +40,887 +11%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$5.87M +$138K +9,558 +2%
Betterment LLC
19
Betterment LLC
New York
$5.83M +$2.5M +173,772 +75%
IAS
20
IMA Advisory Services
Colorado
$5.7M +$2.13M +150,138 +60%
SBL
21
Sargent Bickham Lagudis
Colorado
$5.57M +$5.57M +386,676 New
FCI
22
Financial Counselors Inc
Kansas
$4.95M +$4.95M +343,791 New
MFT
23
Moisand Fitzgerald Tamayo
Florida
$4.63M +$727K +50,463 +19%
GIA
24
GHP Investment Advisors
Colorado
$4.51M +$588K +40,803 +15%
TCM
25
Tradewinds Capital Management
Washington
$3.35M +$1.13M +78,246 +51%
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