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Schwab US Large-Cap Value ETF

451 hedge funds and large institutions have $4.49B invested in Schwab US Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 163 increasing their positions, 167 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
9.12%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.85%
New
41
Increased
163
Reduced
167
Closed
37
Calls
$673K
Puts
$214K
Net Calls
+$459K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Shares
Change %
FI
301
FormulaFolio Investments
Michigan
$288K -$14.2K -819 -5%
APA
302
American Portfolios Advisors
New York
$288K +$42.5K +2,442 +17%
CIC
303
Carnegie Investment Counsel
Ohio
$286K +$783 +45 +0.3%
ASN
304
Advisory Services Network
Georgia
$285K -$64.6K -3,708 -18%
KA
305
Klingman & Associates
New York
$284K +$63.8K +3,675 +29%
TAIM
306
TD Ameritrade Investment Management
Nebraska
$281K -$47.2K -2,715 -14%
APG
307
Abacus Planning Group
South Carolina
$280K +$11.8K +678 +4%
VFP
308
Verus Financial Partners
Virginia
$280K +$280K +16,086 New
AA
309
Alesco Advisors
New York
$277K -$6.77K -390 -2%
OC
310
Oarsman Capital
Wisconsin
$273K -$10.7K -612 -4%
Stifel Financial
311
Stifel Financial
Missouri
$270K -$13.5K -774 -5%
BO
312
BRR OpCo
Ohio
$269K -$7.16K -411 -3%
TIM
313
Thompson Investment Management
Wisconsin
$269K +$2.35K +135 +0.9%
HB
314
Homrich & Berg
Georgia
$264K +$264K +15,159 New
CWC
315
Carolinas Wealth Consulting
North Carolina
$260K +$3.28K +189 +1%
CDIA
316
Capital Directions Investment Advisors
Georgia
$259K
IB
317
Intrust Bank
Kansas
$257K -$93.1K -5,349 -27%
GG
318
Gofen & Glossberg
Illinois
$256K
BFPW
319
BOK Financial Private Wealth
Colorado
$254K -$55.5K -3,189 -18%
RW
320
RVW Wealth
California
$254K +$254K +14,589 New
CAM
321
Carret Asset Management
New York
$250K
Jane Street
322
Jane Street
New York
$247K -$1.33M -76,386 -84%
AIP
323
Almanack Investment Partners
Pennsylvania
$245K -$15.8K -837 -6%
AIM
324
Avity Investment Management
Connecticut
$245K
APSP
325
Asset Planning Services (Pennsylvania)
Pennsylvania
$244K