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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 %
PGAM
301
Princeton Global Asset Management
New Jersey
$197K +$197K +11,982 New
FA
302
Fortis Advisors
Pennsylvania
$182K -$10K -609 -5%
PWM
303
PRW Wealth Management
Massachusetts
$178K +$178K +10,848 New
AIA
304
Arcadia Investment Advisors
Idaho
$166K -$60K -3,651 -27%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$155K -$7.83K -477 -5%
FRA
306
Front Row Advisors
California
$145K +$1.14K +69 +0.8%
EWM
307
Edge Wealth Management
New York
$136K – – –
EK
308
Evensky & Katz
Florida
$136K +$736 +45 +0.5%
S
309
SignatureFD
Georgia
$134K -$8.8K -534 -6%
BCA
310
Berman Capital Advisors
Georgia
$130K +$130K +7,941 New
PFBT
311
Parkside Financial Bank & Trust
Missouri
$123K +$8.79K +537 +8%
AF
312
Allworth Financial
California
$113K +$70.2K +4,278 +164%
SWP
313
Strategic Wealth Partners
Ohio
$106K -$56.8K -3,330 -35%
PA
314
Parallel Advisors
California
$103K +$44.1K +2,700 +75%
TCM
315
Tradewinds Capital Management
Washington
$102K +$941 +57 +0.9%
SA
316
SRH Advisors
Kansas
$100K +$494 +30 +0.5%
JWA
317
JFS Wealth Advisors
Pennsylvania
$99K +$22.2K +1,350 +29%
CCMW
318
Cypress Capital Management (Wyoming)
Wyoming
$97K -$1.95M -118,956 -95%
IF
319
Ironwood Financial
Arizona
$97K +$694 +42 +0.7%
MDCM
320
Morgan Dempsey Capital Management
Wisconsin
$96K +$96K +5,820 New
Deutsche Bank
321
Deutsche Bank
Germany
$92K +$92K +5,649 New
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$83K +$4.54K +273 +6%
YWP
323
YorkBridge Wealth Partners
New York
$79K – – –
Chevy Chase Trust
324
Chevy Chase Trust
Maryland
$69K +$69K +4,239 New
BCM
325
Blume Capital Management
California
$66K – – –
11 12
13
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