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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 %
BFPW
201
BOK Financial Private Wealth
Colorado
$638K +$638K +38,856 New
NL
202
NWAM LLC
Washington
$619K +$355K +21,633 +135%
AA
203
Alesco Advisors
New York
$609K -$76.1K -4,629 -11%
TYCC
204
Texas Yale Capital Corp
Florida
$592K +$6.26K +381 +1%
IIC
205
Integrated Investment Consultants
Michigan
$576K +$576K +35,049 New
BAC
206
Boys Arnold & Co
North Carolina
$566K +$125K +7,650 +28%
BAMG
207
Brand Asset Management Group
Missouri
$560K +$556K +33,837 +13,115%
LPIC
208
LeJeune Puetz Investment Counsel
Michigan
$558K +$558K +33,981 New
PFA
209
Pure Financial Advisors
California
$555K -$109K -6,609 -16%
3C
210
361 Capital
Colorado
$554K -$50.5K -3,078 -8%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$542K +$70.5K +4,299 +15%
VHAM
212
Van Hulzen Asset Management
California
$536K +$536K +32,604 New
BPA
213
Beacon Pointe Advisors
California
$536K +$536K +32,841 New
CHP
214
Cable Hill Partners
Oregon
$532K +$532K +32,391 New
US Bancorp
215
US Bancorp
Minnesota
$523K – – –
HWA
216
HHM Wealth Advisors
Tennessee
$515K +$515K +31,362 New
WCM
217
Whitener Capital Management
North Carolina
$510K +$16.6K +1,011 +3%
NWS
218
Newport Wealth Strategies
California
$510K +$45.8K +2,712 +10%
BIA
219
BHK Investment Advisors
Alabama
$509K -$57.9K -3,525 -10%
FA
220
Financial Advisors
Massachusetts
$509K +$509K +30,999 New
AW
221
ACG Wealth
Georgia
$505K +$31.1K +1,896 +7%
BAS
222
Brown Advisory Securities
Maryland
$495K +$495K +30,075 New
JPMPWA
223
J.P. Morgan Private Wealth Advisors
California
$490K -$548K -33,360 -53%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$489K +$68.8K +4,185 +16%
LBC
225
Lowe Brockenbrough & Co
Virginia
$482K +$482K +29,310 New
7 8
9
10 11