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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

154 hedge funds and large institutions have $776M invested in Schwab US Large-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 41 reducing their positions, and 17 closing their positions.

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
4.12%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
21
Increased
72
Reduced
41
Closed
17
Calls
–
Puts
$415K
Net Calls
-$415K
Net Calls Change
-$816K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$352M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$51.6M
3
LYV
3
Live Your Vision
Pennsylvania
$11.6M
4
KF
4
Krilogy Financial
Missouri
$32.4M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$12.6M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
SFA
2
Sequoia Financial Advisors
Ohio
$2.83M
3
Jane Street
3
Jane Street
New York
$0
4
ACM
4
Avalon Capital Management
California
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TH
1
TMFS Holdings
Kansas
$352M 8,151,239 +924,633 +13%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$51.6M 1,136,759 +299,695 +36%
BlackRock
3
BlackRock
New York
$34.4M 755,639 +34,330 +5%
KF
4
Krilogy Financial
Missouri
$32.4M 710,432 +142,928 +25%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M 620,351 -36,111 -6%
Morgan Stanley
6
Morgan Stanley
New York
$20.1M 442,047 +47,492 +12%
AA
7
Apriem Advisors
California
$16.3M 358,502 +5,387 +2%
GAM
8
Gemmer Asset Management
California
$16.2M 354,833 +26,537 +8%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$12.6M 277,458 +96,384 +53%
LYV
10
Live Your Vision
Pennsylvania
$11.6M 255,597 +224,062 +711%
SAM
11
Summit Asset Management
Tennessee
$10.9M 239,290 -4,096 -2%
UCFA
12
United Capital Financial Advisors
Texas
$10M 220,171 -44,851 -17%
OCM
13
One Capital Management
California
$9.84M 215,981 +22,965 +12%
Betterment LLC
14
Betterment LLC
New York
$9.82M 215,582 +50,214 +30%
LPL Financial
15
LPL Financial
California
$7.98M 176,853 +8,049 +5%
VV
16
Valentine Ventures
Oregon
$6.91M 151,756 -5,817 -4%
IAS
17
IMA Advisory Services
Colorado
$6.23M 136,704 +124 +0.1%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$6.21M 136,209 -895 -0.7%
GIA
19
GHP Investment Advisors
Colorado
$5.46M 119,894 +4,888 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.41M 118,783 -19,623 -14%
CAN
21
Cetera Advisor Networks
California
$5.31M 116,582 +36,642 +46%
SFG
22
Sage Financial Group
Pennsylvania
$5M 109,735 +34,227 +45%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$4.96M 108,913 +891 +0.8%
NFG
24
Nadler Financial Group
Illinois
$4.38M 96,054 +11,868 +14%
Wells Fargo
25
Wells Fargo
California
$4M 87,704 +24,153 +38%
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