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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 %
FWM
126
Focused Wealth Management
New York
$1.99M +$1.58M +96,438 +394%
BDF
127
Black Diamond Financial
Maryland
$1.99M +$1.99M +103,740 New
WP
128
WealthSource Partners
California
$1.98M -$469K -28,533 -19%
NFG
129
Noven Financial Group
Colorado
$1.94M +$1.94M +118,101 New
FFA
130
First Foundation Advisors
California
$1.92M +$1.92M +116,877 New
RRC
131
Relaxing Retirement Coach
Massachusetts
$1.84M -$367K -22,383 -17%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$1.84M +$1.84M +111,720 New
PWMG
133
Prestige Wealth Management Group
New Jersey
$1.83M +$1.83M +111,267 New
BCWM
134
Bartlett & Co Wealth Management
Ohio
$1.7M +$49.7K +3,027 +3%
BC
135
Bartlett & Co
Ohio
$1.7M +$49.7K +3,027 +3%
EGWAG
136
Elwood & Goetz Wealth Advisory Group
Georgia
$1.69M +$1.69M +102,939 New
GHA
137
GW Henssler & Associates
Georgia
$1.67M +$209K +12,693 +14%
WA
138
WESPAC Advisors
California
$1.65M +$1.65M +100,332 New
DP
139
DDD Partners
Washington
$1.64M +$59.8K +3,636 +4%
KWM
140
Kingsview Wealth Management
Oregon
$1.58M +$98K +5,961 +7%
V
141
Veritable
Delaware
$1.58M +$1.58M +96,039 New
BP
142
BBR Partners
New York
$1.57M -$326K -19,833 -17%
MWA
143
MFA Wealth Advisors
Pennsylvania
$1.56M -$3.74K -228 -0.2%
BWP
144
Bernardo Wealth Planning
Pennsylvania
$1.55M +$1.55M +94,422 New
AA
145
Apriem Advisors
California
$1.52M +$26.5K +1,611 +2%
LWAC
146
Laurel Wealth Advisors (California)
California
$1.51M +$887K +54,006 +143%
AOWM
147
Alpha Omega Wealth Management
Virginia
$1.47M +$1.47M +89,253 New
AF
148
Advisornet Financial
Minnesota
$1.46M -$492K -29,931 -25%
AWS
149
AJ Wealth Strategies
New York
$1.45M +$239K +14,547 +20%
CIAS
150
Capital Investment Advisory Services
North Carolina
$1.42M +$114K +6,966 +9%
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