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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

152 hedge funds and large institutions have $743M invested in Schwab US Large-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
4.06%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
17
Increased
74
Reduced
35
Closed
10
Calls
$403K
Puts
$2K
Net Calls
+$401K
Net Calls Change
+$401K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$324M
2
AA
2
Apriem Advisors
California
$15.8M
3
Jane Street
3
Jane Street
New York
$6.14M
4
ACM
4
Avalon Capital Management
California
$5.93M
5
GAM
5
Gemmer Asset Management
California
$14.7M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.71M
2
LPL Financial
2
LPL Financial
California
$7.56M
3
AP
3
Advisors Preferred
Maryland
$9.82M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TH
1
TMFS Holdings
Kansas
$324M 7,226,606 +2,324,316 +47%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$37.5M 837,064 +67,443 +9%
BlackRock
3
BlackRock
New York
$32.3M 721,309 +50,834 +8%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.4M 656,462 -93,691 -12%
KF
5
Krilogy Financial
Missouri
$25.4M 567,504 +54,907 +11%
Morgan Stanley
6
Morgan Stanley
New York
$17.7M 394,555 +79,319 +25%
AA
7
Apriem Advisors
California
$15.8M 353,115 +352,315 +44,039%
GAM
8
Gemmer Asset Management
California
$14.7M 328,296 +124,926 +61%
UCFA
9
United Capital Financial Advisors
Texas
$11.9M 265,022 -14,323 -5%
SAM
10
Summit Asset Management
Tennessee
$10.9M 243,386 +205 +0.1%
SFA
11
Sequoia Financial Advisors
Ohio
$10.6M 236,801 -4,481 -2%
FCI
12
Financial Counselors Inc
Kansas
$10.3M 229,422 +114,825 +100%
AP
13
Advisors Preferred
Maryland
$9.82M 219,231 -129,657 -37%
OCM
14
One Capital Management
California
$8.65M 193,016 +10,930 +6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$8.1M 181,074 +11,909 +7%
LPL Financial
16
LPL Financial
California
$7.56M 168,804 -172,979 -51%
Betterment LLC
17
Betterment LLC
New York
$7.41M 165,368 +30,346 +22%
VV
18
Valentine Ventures
Oregon
$7.06M 157,573 -1,209 -0.8%
VFS
19
VSR Financial Services
Kansas
$6.51M 145,243 +4,305 +3%
SBL
20
Sargent Bickham Lagudis
Colorado
$6.26M 139,808 +10,916 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.2M 138,406 -15,032 -10%
NDSI
22
Newman Dignan & Sheerar Inc
Rhode Island
$6.14M 137,104 +1,317 +1%
Jane Street
23
Jane Street
New York
$6.14M 137,003 +137,003 New
IAS
24
IMA Advisory Services
Colorado
$6.03M 136,580 +2,626 +2%
ACM
25
Avalon Capital Management
California
$5.93M 132,442 +132,442 New
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