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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 %
SIM
376
Sonora Investment Management
Arizona
$1K – – –
EWM
377
Elmwood Wealth Management
California
$1K – – –
GWMIA
378
Global Wealth Management Investment Advisory
Florida
$1K +$1K +75 New
G
379
Gainplan
Michigan
– -$30M -1,607,178 Closed
AG
380
Appleton Group
Wisconsin
– -$9.97M -533,364 Closed
RAG
381
Roof Advisory Group
Pennsylvania
– -$3.97M -212,091 Closed
DBRC
382
D.B. Root & Company
Pennsylvania
– -$1.21M -64,800 Closed
SG Americas Securities
383
SG Americas Securities
New York
– -$1M -53,658 Closed
RJFSA
384
Raymond James Financial Services Advisors
Florida
– -$708K -37,860 Closed
LCC
385
Lincoln Capital Corp
Rhode Island
– -$699K -37,368 Closed
UWM
386
USAdvisors Wealth Management
Minnesota
– -$462K -24,702 Closed
Millennium Management
387
Millennium Management
New York
– -$429K -22,968 Closed
Renaissance Technologies
388
Renaissance Technologies
New York
– -$269K -14,400 Closed
IWM
389
IHT Wealth Management
Illinois
– -$248K -13,242 Closed
Stifel Financial
390
Stifel Financial
Missouri
– -$230K -12,357 Closed
BAM
391
Belpointe Asset Management
Nevada
– -$229K -12,240 Closed
GP
392
Girard Partners
Pennsylvania
– -$227K -12,147 Closed
HK
393
Horizon Kinetics
New York
– -$223K -11,922 Closed
TFS
394
TrustCore Financial Services
Tennessee
– -$222K -11,874 Closed
EA
395
Elm Advisors
California
– -$213K -11,400 Closed
VDI
396
Vaughan David Investments
Illinois
– -$210K -11,247 Closed
ONB
397
Old National Bancorp
Indiana
– -$200K -10,722 Closed
MWPCG
398
Measured Wealth Private Client Group
New Hampshire
– -$153K -8,172 Closed
KJWM
399
Kiley Juergens Wealth Management
Washington
– -$145K -7,803 Closed
CPIG
400
Chicago Partners Investment Group
Illinois
– -$84K -4,842 Closed
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16
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