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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 %
PP
26
PagnatoKarp Partners
Virginia
$14.2M +$14.2M +866,547 New
KLI
27
Kelman-Lazarov Inc
Tennessee
$14M +$4.5M +273,825 +47%
HSA
28
HBK Sorce Advisory
Pennsylvania
$13.8M +$13M +790,884 +1,563%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$13.6M +$6.16M +374,811 +83%
I
30
INVST
Indiana
$13.4M +$210K +12,807 +2%
MAG
31
Mokosak Advisory Group
Iowa
$13.2M -$3.11M -189,384 -19%
LYV
32
Live Your Vision
Pennsylvania
$13.1M +$242K +14,250 +2%
GC
33
Gratus Capital
Georgia
$13M +$12.7M +773,574 +3,869%
AI
34
Atria Investments
North Carolina
$12.9M +$11.2M +680,997 +652%
SAM
35
Summit Asset Management
Tennessee
$11.7M -$55.7K -3,393 -0.5%
SWRP
36
Summit Wealth & Retirement Planning
California
$11.3M +$11.3M +690,639 New
OCM
37
One Capital Management
California
$11.1M +$510K +31,041 +5%
JWM
38
Janiczek Wealth Management
Colorado
$11M +$11M +668,610 New
TPW
39
Tiller Private Wealth
Pennsylvania
$10.6M +$174K +10,605 +2%
MFGP
40
Marshall Financial Group (Pennsylvania)
Pennsylvania
$10.1M +$10.1M +616,056 New
SFG
41
Sage Financial Group
Pennsylvania
$10.1M +$1.1M +66,825 +12%
DP
42
Denver PWM
Colorado
$10M +$904K +51,150 +10%
RRWA
43
Rainey & Randall Wealth Advisors
Florida
$9.83M -$1.17M -71,181 -11%
PCM
44
Peak Capital Management
Colorado
$9.6M +$1.66M +100,950 +21%
NFG
45
Nadler Financial Group
Illinois
$9.55M +$806K +49,080 +9%
GIA
46
GHP Investment Advisors
Colorado
$9.51M +$619K +37,677 +7%
HA
47
Harborview Advisors
Maine
$9.19M +$707K +43,056 +8%
Ameriprise
48
Ameriprise
Minnesota
$8.84M +$52.7K +3,210 +0.6%
GSIS
49
Global Strategic Investment Solutions
Arizona
$8.72M +$8.72M +530,850 New
OA
50
Opes Advisors
California
$8.45M +$85.8K +5,223 +1%
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