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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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$8.04M -$113K -6,852 -1%
GBBWRPM
52
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7.97M +$7.97M +485,181 New
CAN
53
Cetera Advisor Networks
California
$7.74M +$85.8K +5,223 +1%
VV
54
Valentine Ventures
Oregon
$7.14M +$7.14M +434,619 New
ECML
55
Eagle Capital Management (Louisiana)
Louisiana
$6.96M +$6.96M +423,618 New
AIP
56
Almanack Investment Partners
Pennsylvania
$6.94M +$6.72M +409,266 +3,171%
SBL
57
Sargent Bickham Lagudis
Colorado
$6.78M +$6.78M +412,695 New
MFT
58
Moisand Fitzgerald Tamayo
Florida
$6.74M +$1.17M +71,133 +21%
TWP
59
Total Wealth Planning
Ohio
$6.7M +$6.7M +407,802 New
FWP
60
FAS Wealth Partners
Kansas
$6.54M -$359K -21,828 -5%
SFA
61
Sequoia Financial Advisors
Ohio
$6.1M +$1.53M +92,871 +33%
HighTower Advisors
62
HighTower Advisors
Illinois
$6.06M +$4.61M +280,653 +319%
ACG
63
Allen Capital Group
Nebraska
$6M +$637K +36,501 +12%
PP
64
PrairieView Partners
Minnesota
$5.98M +$289K +17,565 +5%
GCP
65
Gill Capital Partners
Colorado
$5.88M +$5.88M +291,840 New
PEA
66
Pacific Edge Advisors
California
$5.78M -$6.12M -372,210 -51%
WCM
67
Weatherstone Capital Management
Colorado
$5.75M +$5.75M +307,545 New
FAAS
68
First Allied Advisory Services
California
$5.72M +$800K +48,702 +16%
AA
69
Advisory Alpha
Michigan
$5.63M +$909K +51,438 +19%
PV
70
Private Vista
Illinois
$5.62M +$2.25M +136,998 +67%
Morgan Stanley
71
Morgan Stanley
New York
$5.46M -$3.13M -190,488 -36%
LJAC
72
L.J. Altfest & Co
New York
$5.41M +$5.03M +305,832 +1,316%
JWM
73
JFG Wealth Management
Colorado
$5.25M +$5.25M +319,728 New
CM
74
Columbus Macro
Pennsylvania
$5.18M +$613K +37,308 +13%
RWM
75
RKL Wealth Management
Pennsylvania
$5.07M +$313K +19,059 +7%
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