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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

379 hedge funds and large institutions have $2.58B invested in Schwab US Large-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+70
Holders Change %
+22.65%
% of All Funds
8.46%
Holding in Top 10
49
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+63.33%
% of All Funds
1.09%
New
103
Increased
161
Reduced
89
Closed
31
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
-$109K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$73.8M
2
SEI Investments
SEI Investments
Pennsylvania
+$67.1M
3
Bank of America
Bank of America
North Carolina
+$15.1M
4
GWS
Glassman Wealth Services
Virginia
+$14.3M
5
PP
PagnatoKarp Partners
Virginia
+$14.2M

Top Sellers

1
G
Gainplan
Michigan
-$30M
2
CWM
Cornerstone Wealth Management
Missouri
-$9.7M
3
PEA
Pacific Edge Advisors
California
-$6.12M
4
RAG
Roof Advisory Group
Pennsylvania
-$3.97M
5
UCFA
United Capital Financial Advisors
Texas
-$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Continuum Advisory
Idaho
$481K +$1.73K +105 +0.4%
MWA
227
Martel Wealth Advisors
Washington
$456K +$456K +27,774 New
Baird Financial Group
228
Baird Financial Group
Wisconsin
$456K +$456K +27,768 New
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$447K -$25.3K -1,542 -5%
FA
230
Fagan Associates
New York
$441K +$70.6K +4,299 +19%
FAM
231
Foothills Asset Management
Arizona
$431K +$55K +3,348 +15%
BPWA
232
Beacon Pointe Wealth Advisors
California
$429K +$429K +26,196 New
SIAS
233
Shine Investment Advisory Services
Colorado
$425K -$8.47K -516 -2%
GRP
234
Global Retirement Partners
California
$413K -$29.6K -1,800 -7%
AWMG
235
Alliance Wealth Management Group
New Jersey
$410K +$12.4K +756 +3%
TCM
236
Towercrest Capital Management
Pennsylvania
$410K +$12.4K +756 +3%
TIM
237
Tortoise Investment Management
New York
$407K +$338K +20,550 +486%
BIA
238
Bigelow Investment Advisors
Maine
$395K -$4.93K -300 -1%
VCWA
239
Vanguard Capital Wealth Advisors
Colorado
$393K -$228K -13,857 -37%
ACA
240
Atlas Capital Advisors
Wyoming
$390K -$709K -43,179 -65%
W
241
Wealthquest
Ohio
$378K +$378K +23,007 New
FM
242
Foster & Motley
Ohio
$376K -$21.9K -1,332 -6%
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$365K -$89.9K -5,478 -20%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$362K -$62.7K -3,813 -15%
ZIM
245
Zacks Investment Management
Illinois
$359K -$32.3K -1,968 -8%
WPA
246
West Paces Advisors
Georgia
$355K -$319K -19,410 -47%
RIA
247
Regal Investment Advisors
Michigan
$345K +$40K +2,430 +13%
BIM
248
Bridges Investment Management
Nebraska
$344K -$4.2K -255 -1%
FCA
249
FinTrust Capital Advisors
South Carolina
$336K +$336K +20,460 New
SWM
250
Segment Wealth Management
Texas
$331K +$2.02K +123 +0.6%
8 9
10
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