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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$735M +$11.7M +733,194 +2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$163M -$1.24M -70,992 -0.8%
Bank of America
3
Bank of America
North Carolina
$127M +$15.1M +917,862 +13%
APP
4
Avantax Planning Partners
Iowa
$106M +$754K +45,894 +0.7%
MG
5
Mather Group
Illinois
$93.6M +$4.9M +298,065 +6%
Betterment LLC
6
Betterment LLC
New York
$75.6M +$73.8M +4,494,336 +4,225%
SEI Investments
7
SEI Investments
Pennsylvania
$67.4M +$67.1M +4,081,950 +20,663%
UCFA
8
United Capital Financial Advisors
Texas
$52.3M -$3.41M -207,474 -6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$46.1M +$2.57M +156,468 +6%
UBS Group
10
UBS Group
Switzerland
$40.8M +$1.74M +106,206 +4%
KF
11
Krilogy Financial
Missouri
$39.2M -$19.9K -1,212 -0.1%
Mariner
12
Mariner
Kansas
$36.9M +$7.81M +475,374 +27%
BlackRock
13
BlackRock
New York
$33.6M -$2M -121,926 -6%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.9M +$2.29M +139,308 +9%
FCI
15
Financial Counselors Inc
Kansas
$28.6M +$967K +58,869 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$27.8M +$11.8M +719,799 +74%
OIA
17
OneDigital Investment Advisors
Kansas
$21.3M -$1.75M -106,758 -8%
LPL Financial
18
LPL Financial
California
$20.8M +$3.49M +212,214 +20%
GAM
19
Gemmer Asset Management
California
$20.5M +$2.77M +168,810 +16%
FVWA
20
Foster Victor Wealth Advisors
South Carolina
$17.7M +$17.7M +1,079,334 New
Wells Fargo
21
Wells Fargo
California
$17.7M +$9.46M +576,042 +116%
RCIM
22
Red Cedar Investment Management
Michigan
$16.7M -$38.7K -2,358 -0.2%
JFGLC
23
Johnson Financial Group LLC (Colorado)
Colorado
$15.2M +$15.2M +924,432 New
MA
24
MUFG Americas
New York
$14.6M +$1.23M +74,949 +9%
GWS
25
Glassman Wealth Services
Virginia
$14.3M +$14.3M +872,253 New
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