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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 %
PMG
76
ProVise Management Group
Florida
$4.76M +$131K +7,983 +3%
GC
77
Garde Capital
Washington
$4.51M +$3.59M +218,460 +391%
PA
78
Prism Advisors
California
$4.39M -$343K -20,886 -7%
GWA
79
Guidant Wealth Advisors
Illinois
$4.27M +$4.27M +260,058 New
NSAM
80
North Star Asset Management
Wisconsin
$4.25M -$90.2K -5,490 -2%
BL
81
BCWM LLC
Kansas
$4.22M -$62.6K -381 -1%
SWM
82
SeaCrest Wealth Management
New York
$4.04M +$239K +14,553 +6%
QAM
83
Q3 Asset Management
Michigan
$3.94M +$3.94M +239,607 New
BWA
84
BlueSky Wealth Advisors
North Carolina
$3.9M +$1.85M +107,124 +91%
Jane Street
85
Jane Street
New York
$3.87M +$454K +27,624 +13%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$3.7M +$1.46M +89,022 +66%
CC
87
Cassaday & Co
Virginia
$3.65M +$3.65M +221,847 New
BCI
88
Brinker Capital Investments
Pennsylvania
$3.51M -$24.6K -1,500 -0.7%
CCM
89
Condor Capital Management
New Jersey
$3.46M +$100K +6,111 +3%
SGAM
90
Steinberg Global Asset Management
Florida
$3.44M +$1.8M +109,866 +110%
MIAN
91
Mariner Independent Advisor Network
Kansas
$3.37M -$1.58M -96,135 -32%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$3.22M +$5.52K +336 +0.2%
BAM
93
Berkshire Asset Management
Pennsylvania
$3.2M +$1.48M +90,270 +87%
SIA
94
Starfire Investment Advisers
Michigan
$3.16M +$510K +31,065 +19%
IFS
95
Ifrah Financial Services
Arkansas
$3.09M +$3.09M +188,211 New
ECG
96
Edge Capital Group
Georgia
$3.04M +$3.04M +184,989 New
PPA
97
Parametric Portfolio Associates
Washington
$3M +$3M +182,361 New
MA
98
Mutual Advisors
Nebraska
$2.94M +$1.34M +81,567 +84%
CMP
99
Courage Miller Partners
Virginia
$2.91M +$84.3K +5,133 +3%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$2.91M +$2.11M +128,145 +262%
2 3
4
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