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SCHV

Schwab US Large-Cap Value ETF
SCHV

380 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

232% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 31

81% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 89

63% more funds holding in top 10

Funds holding in top 10: 30 → 49 (+19)

23% more funds holding

Funds holding: 310 → 380 (+70)

15.23% more ownership

Funds ownership: 153.39% → 168.61% (+15%)

8% more capital invested

Capital invested by funds: $2.39B → $2.58B (+$189M)

Holders
380
Holders Change
+70
Holders Change %
+22.58%
% of All Funds
8.47%
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

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$79.5M
2
SEI Investments
SEI Investments
Pennsylvania
+$72.2M
3
Bank of America
Bank of America
North Carolina
+$16.2M
4
GWS
Glassman Wealth Services
Virginia
+$15.4M
5
PP
PagnatoKarp Partners
Virginia
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
G
Gainplan
Michigan
-$30M
2
CWM
Cornerstone Wealth Management
Missouri
-$10.4M
3
PEA
Pacific Edge Advisors
California
-$6.59M
4
RAG
Roof Advisory Group
Pennsylvania
-$3.96M
5
UCFA
United Capital Financial Advisors
Texas
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Savant Capital
Illinois
$2.83M -$5.52K -312 -0.2%
CG
102
Colony Group
Massachusetts
$2.82M +$1.62M +91,656 +115%
IAS
103
IMA Advisory Services
Colorado
$2.81M -$451K -25,503 -13%
MCIA
104
Mountain Capital Investment Advisors
Colorado
$2.78M +$4.67K +264 +0.2%
KFA
105
Kays Financial Advisory
Georgia
$2.77M +$2.98M +168,684 New
BBPWM
106
Blue Bell Private Wealth Management
Pennsylvania
$2.64M -$21.1K -1,194 -0.7%
LC
107
LCNB Corp
Ohio
$2.63M +$303K +17,142 +12%
LFAS
108
Level Four Advisory Services
Texas
$2.53M +$2.73M +154,251 New
A
109
AdvicePeriod
California
$2.52M +$2.3M +129,849 +559%
CCMG
110
Clark Capital Management Group
Pennsylvania
$2.46M +$2.65M +150,036 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$2.44M +$617K +34,890 +31%
PCMC
112
Private Capital Management (Colorado)
Colorado
$2.42M +$2.61M +147,351 New
RFA
113
Reilly Financial Advisors
California
$2.42M +$368K +20,793 +16%
SFSG
114
Stearns Financial Services Group
North Carolina
$2.37M +$330K +18,624 +15%
MML Investors Services
115
MML Investors Services
Massachusetts
$2.35M +$1.24M +70,065 +96%
FANJ
116
Financial Architects (New Jersey)
New Jersey
$2.33M +$172K +9,732 +7%
MAS
117
Managed Account Services
Florida
$2.31M +$263K +14,859 +13%
IA
118
IFP Advisors
Florida
$2.31M +$257K +14,550 +11%
MGIA
119
Moneta Group Investment Advisors
Missouri
$2.31M +$1.39M +78,453 +127%
NCM
120
Northwest Capital Management
Oregon
$2.3M +$742K +41,946 +43%
MPM
121
Meritage Portfolio Management
Kansas
$2.21M +$2.17M +122,712 +1,012%
DAS
122
Dynamic Advisor Solutions
Arizona
$2.18M +$211K +11,931 +11%
VAS
123
Valicenti Advisory Services
New York
$2.1M +$2.26M +127,890 New
SCA
124
Stonebridge Capital Advisors
Minnesota
$2.03M -$5.79K -327 -0.3%
SWA
125
Stratos Wealth Advisors
Ohio
$1.99M +$2.14M +121,119 New
3 4
5
6 7

SCHV Hedge Fund Activity: Q4 2018 in Review

380 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2018, worth a combined $2.58B — up 7.9% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SCHV positions and 31 closed out — a net gain of 72 holders — while 161 added to existing stakes and 89 trimmed.

The largest buyer was Betterment LLC, adding an estimated $79.5M. The largest seller was Gainplan, exiting entirely with an estimated $30M sold.

  • 380 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2018, up from 310 in Q3 2018.
  • Funds reported $2.58B of Schwab US Large-Cap Value ETF stock for Q4 2018, up 7.9% quarter-over-quarter.
  • 103 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2018 and 31 closed out, a net change of +72 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q4 2018 was Betterment LLC, an estimated $79.5M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q4 2018 was Gainplan, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2018.