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Schwab US Large-Cap Value ETF

401 hedge funds and large institutions have $3.46B invested in Schwab US Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 181 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+22
Holders Change %
+5.8%
% of All Funds
8.69%
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
59
Increased
181
Reduced
117
Closed
32
Calls
$526K
Puts
Net Calls
+$526K
Net Calls Change
+$304K
Name Holding Trade Value Shares
Change
Shares
Change %
NWS
226
Newport Wealth Strategies
California
$569K +$11.3K +612 +2%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$555K +$10.9K +597 +2%
LBC
228
Lowe Brockenbrough & Co
Virginia
$551K +$16.4K +900 +3%
BIA
229
BHK Investment Advisors
Alabama
$541K -$24.8K -1,359 -4%
ACA
230
Atlas Capital Advisors
Wyoming
$534K +$101K +5,559 +23%
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$531K +$34.7K +1,902 +7%
ASN
232
Advisory Services Network
Georgia
$504K +$207K +11,340 +70%
BL
233
BCWM LLC
Kansas
$499K +$29.8K +1,632 +6%
TF
234
Trek Financial
Arizona
$491K -$329K -18,024 -40%
FAM
235
Foothills Asset Management
Arizona
$486K +$7.23K +396 +2%
AW
236
ACG Wealth
Georgia
$482K -$79.1K -4,335 -14%
SIAS
237
Shine Investment Advisory Services
Colorado
$473K +$548 +30 +0.1%
W
238
Wealthquest
Ohio
$469K +$49.8K +2,736 +12%
BPWA
239
Beacon Pointe Wealth Advisors
California
$465K -$13.2K -723 -3%
GRP
240
Global Retirement Partners
California
$462K +$3.99K +219 +0.9%
AWMG
241
Alliance Wealth Management Group
New Jersey
$455K
TCM
242
Towercrest Capital Management
Pennsylvania
$455K
TIM
243
Tortoise Investment Management
New York
$452K
GG
244
GenWealth Group
New Jersey
$446K +$79.8K +4,320 +22%
CA
245
Continuum Advisory
Idaho
$443K -$98.3K -5,316 -18%
ZIM
246
Zacks Investment Management
Illinois
$440K +$41.1K +2,253 +10%
BIA
247
Bigelow Investment Advisors
Maine
$439K +$383 +21 +0.1%
MIAS
248
Mason Investment Advisory Services
Virginia
$429K +$429K +23,532 New
PSUF
249
People's United Financial
Connecticut
$420K +$420K +23,001 New
SF
250
Summit Financial
New Jersey
$411K +$411K +22,530 New