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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 %
WDL
176
Well Done LLC
Michigan
$1.01M – – –
CC
177
Claybrook Capital
Massachusetts
$1.01M +$1.01M +61,350 New
BFM
178
Broadview Financial Management
Wisconsin
$979K -$163K -9,945 -14%
SPC
179
Sigma Planning Corp
Michigan
$975K +$1.78K +108 +0.2%
BW
180
Bison Wealth
Georgia
$947K -$26.5K -1,611 -3%
PI
181
Parkside Investments
Illinois
$909K +$909K +55,335 New
BCWM
182
Blue Chip Wealth Management
Florida
$895K +$223K +13,545 +33%
ADL
183
Asset Dedication LLC
California
$875K +$118K +7,185 +16%
MMHP
184
Murphy Middleton Hinkle & Parker
Georgia
$848K +$129K +7,836 +18%
PFM
185
Phillips Financial Management
Indiana
$822K – – –
MCM
186
Mengis Capital Management
Oregon
$820K +$128K +7,803 +19%
OC
187
Oarsman Capital
Wisconsin
$819K +$45.5K +2,769 +6%
BSW
188
Buckingham Strategic Wealth
Missouri
$799K +$399K +24,306 +100%
Citadel Advisors
189
Citadel Advisors
Florida
$791K -$383K -23,346 -33%
GCA
190
Gradient Capital Advisors
California
$783K +$319K +19,443 +69%
JC
191
Jentner Corp
Ohio
$780K +$91.4K +5,559 +13%
CFA
192
Cahill Financial Advisors
Minnesota
$779K +$80.6K +4,905 +12%
CCM
193
Carlson Capital Management
Minnesota
$777K -$199K -12,099 -20%
CWM
194
Cornerstone Wealth Management
Missouri
$740K -$9.7M -589,155 -93%
TF
195
Trek Financial
Arizona
$739K +$739K +44,952 New
DSC
196
Duncker Streett & Co
Missouri
$732K +$19.2K +1,170 +3%
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K -$157K -9,528 -18%
NFG
198
Next Financial Group
Texas
$665K +$665K +40,476 New
VFA
199
Valeo Financial Advisors
Indiana
$663K -$16.2K -984 -2%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$645K -$73.9K -4,500 -10%
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