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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 %
Citigroup
351
Citigroup
New York
$11K +$10.6K +627 +2,613%
PB
352
Pinnacle Bancorp
Nebraska
$11K +$11K +666 New
RCG
353
Ruggie Capital Group
Florida
$10K -$34.8K -2,070 -78%
CFD
354
Creative Financial Designs
Indiana
$9K – – –
CMBA
355
C.M. Bidwell & Associates
Hawaii
$9K +$153 +9 +2%
SWA
356
Sutton Wealth Advisors
Florida
$7.99K – – –
NDSI
357
Newman Dignan & Sheerar Inc
Rhode Island
$7.29K +$300 +18,279 +4%
PG
358
Patten Group
Tennessee
$7K +$5.07K +300 +263%
ME
359
McIlrath & Eck
Washington
$6K – – –
AIA
360
Armor Investment Advisors
North Carolina
$6K – – –
William Blair & Company
361
William Blair & Company
Illinois
$6K +$1.16K +75 +24%
RFC
362
Regions Financial Corp
Alabama
$6K +$6K +360 New
RWA
363
River Wealth Advisors
Pennsylvania
$5K +$962 +60 +24%
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
BOPW
365
Brandywine Oak Private Wealth
Pennsylvania
$4K +$4K +276 New
HI
366
Human Investing
Oregon
$3K +$3K +177 New
DWM
367
Doyle Wealth Management
Florida
$3K +$3K +207 New
LWM
368
Liberty Wealth Management
California
$3K +$3K +213 New
MFW
369
Mosaic Family Wealth
Missouri
$2K -$229 -12 -10%
BC
370
Barnett & Company
Tennessee
$2K +$857 +45 +75%
EWM
371
Executive Wealth Management
Michigan
$2K +$2K +96 New
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$2K +$2K +111 New
LB
373
Legacy Bridge
Iowa
$2K +$2K +150 New
TRCT
374
Tower Research Capital (TRC)
New York
$1K -$278K -21,666 -100%
JPMorgan Chase & Co
375
JPMorgan Chase & Co
New York
$1K – – –
13 14
15
16 17