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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 %
WIA
276
Westbourne Investment Advisors
Maryland
$256K +$22.2K +1,350 +9%
CIR
277
Clear Investment Research
Georgia
$252K +$10.5K +642 +4%
SCM
278
SOL Capital Management
Maryland
$247K +$247K +15,021 New
LFG
279
Larson Financial Group
Missouri
$246K +$19.3K +1,173 +8%
CAG
280
Csenge Advisory Group
Florida
$243K +$76.6K +4,665 +46%
GG
281
Gofen & Glossberg
Illinois
$242K – – –
AL
282
Aspiriant LLC
California
$242K +$242K +14,757 New
BO
283
BRR OpCo
Ohio
$241K -$690 -42 -0.3%
IB
284
Intrust Bank
Kansas
$239K +$239K +14,562 New
HFA
285
Hoover Financial Advisors
Pennsylvania
$238K +$238K +14,463 New
IAA
286
Independent Advisor Alliance
North Carolina
$233K +$233K +13,227 New
AIM
287
Avity Investment Management
Connecticut
$232K – – –
APSP
288
Asset Planning Services (Pennsylvania)
Pennsylvania
$230K – – –
WSTAM
289
Wilbanks Smith & Thomas Asset Management
Virginia
$229K +$92.8K +5,655 +68%
MCP
290
Mirador Capital Partners
California
$228K -$4.29K -261 -2%
TIM
291
Thompson Investment Management
Wisconsin
$225K +$24.6K +1,497 +12%
CAM
292
Carret Asset Management
New York
$223K +$7.38K +450 +3%
FPCG
293
Fort Pitt Capital Group
Pennsylvania
$222K +$222K +13,536 New
CHA
294
Cedar Hill Associates
Illinois
$221K -$909K -55,335 -80%
AIM
295
Aspen Investment Management
Michigan
$217K +$217K +13,200 New
SHA
296
Seneca House Advisors
Virginia
$214K +$214K +13,062 New
SDWMA
297
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K +$212K +12,873 New
STMM
298
South Texas Money Management
Texas
$202K -$7.88K -480 -4%
AWM
299
Arbor Wealth Management
Florida
$200K -$1.38K -84 -0.7%
JA
300
JOYN Advisors
Georgia
$198K -$5.52K -336 -3%
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