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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 %
NSG
151
Nalls Sherbakoff Group
Tennessee
$1.42M +$1.42M +86,394 New
SPI
152
Santori & Peters Inc
Pennsylvania
$1.4M +$11.9K +723 +0.9%
SS
153
Simplicity Solutions
Minnesota
$1.4M +$1.4M +85,218 New
WI
154
Wintrust Investments
Illinois
$1.39M -$41.6K -2,529 -3%
CCA
155
Clearwater Capital Advisors
Illinois
$1.32M -$27.2K -1,659 -2%
EFS
156
Econ Financial Services
Pennsylvania
$1.3M +$1.3M +79,233 New
BCP
157
Blackhawk Capital Partners
Wisconsin
$1.29M +$1.29M +78,324 New
FWM
158
Frontier Wealth Management
Missouri
$1.28M -$133K -8,091 -9%
CAM
159
Concorde Asset Management
Michigan
$1.28M +$9.46K +576 +0.7%
TIM
160
Total Investment Management
Arizona
$1.21M -$12.5K -705 -1%
EWA
161
EP Wealth Advisors
California
$1.21M +$534K +32,460 +79%
FAG
162
Financial Advisory Group
Texas
$1.21M +$1.21M +73,467 New
WIC
163
Whitegate Investment Counselors
New Hampshire
$1.17M +$259K +15,765 +29%
MAM
164
Marquette Asset Management
Minnesota
$1.15M +$91.3K +5,559 +9%
PAG
165
Private Advisor Group
New Jersey
$1.1M +$52.9K +3,231 +5%
PWA
166
Providence Wealth Advisors
Illinois
$1.1M -$38.4K -2,355 -3%
BC
167
Brio Consultants
California
$1.09M +$1.09M +66,609 New
AFP
168
Ausdal Financial Partners
Iowa
$1.09M -$459K -27,942 -30%
ACI
169
Alpha Cubed Investments
California
$1.07M -$119K -7,260 -10%
AG
170
Advisor Group
Arizona
$1.06M -$66.6K -4,053 -6%
Creative Planning
171
Creative Planning
Kansas
$1.03M -$286K -17,421 -22%
BTS
172
BB&T Securities
Virginia
$1.03M +$155K +9,459 +18%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$1.02M +$94.8K +5,769 +10%
AIS
174
American Investment Services
Massachusetts
$1.02M +$1.02M +61,920 New
JHCP
175
Jackson Hole Capital Partners
Oklahoma
$1.02M +$1.02M +61,920 New
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