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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 %
TAIM
326
TD Ameritrade Investment Management
Nebraska
$65K -$5.54K -336 -8%
FHA
327
First Horizon Advisors
Tennessee
$65K – – –
VCM
328
Versant Capital Management
Arizona
$64K +$64K +3,903 New
PMFA
329
Plante Moran Financial Advisors
Michigan
$59K +$13.9K +855 +31%
TL
330
TrueWealth LLC
Georgia
$53K +$52.2K +3,183 +6,631%
BWA
331
BDO Wealth Advisors
Florida
$45K -$9.35K -567 -17%
PAI
332
Pittenger & Anderson Inc
Nebraska
$44K – – –
KPW
333
Kore Private Wealth
New York
$42K +$42K +2,547 New
MAU
334
MRA Associates USA
Arizona
$38K +$38K +2,331 New
MSFP
335
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
FNC
336
First National Corp
Massachusetts
$28K +$28K +1,680 New
LWANC
337
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K +$27K +1,614 New
BWA
338
Burt Wealth Advisors
Maryland
$25K +$25K +1,500 New
LDFR
339
Lehman & Derafelo Financial Resources
Pennsylvania
$22K +$22K +1,350 New
HDIM
340
Hanson & Doremus Investment Management
Vermont
$21K -$4.6K -279 -18%
GI
341
Gradient Investments
Minnesota
$20K +$20K +1,191 New
AIM
342
Anchor Investment Management
South Carolina
$17.8K +$12.1K +735 +209%
ESB
343
Essex Savings Bank
Connecticut
$15K +$15K +888 New
RCA
344
Rowland Carmichael Advisors
Arizona
$14K – – –
HI
345
Hudock Inc
Pennsylvania
$14K +$184 +12 +1%
NC
346
NewSquare Capital
Pennsylvania
$14K +$200 +12 +1%
VNA
347
Valley National Advisers
Pennsylvania
$14K +$12.2K +747 +692%
APA
348
American Portfolios Advisors
New York
$12.5K -$142K -8,670 -92%
MWC
349
MBM Wealth Consultants
Missouri
$12K +$12K +705 New
LFG
350
LifePlan Financial Group
Ohio
$11K -$5.02K -297 -31%
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