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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 %
FRA
326
Front Row Advisors
California
$161K +$547 +30 +0.3%
EK
327
Evensky & Katz
Florida
$147K -$4.09K -225 -3%
BCA
328
Berman Capital Advisors
Georgia
$145K +$1.03K +57 +0.7%
PFBT
329
Parkside Financial Bank & Trust
Missouri
$134K -$3.18K -174 -2%
AIA
330
Arcadia Investment Advisors
Idaho
$129K -$55.6K -3,048 -30%
AF
331
Allworth Financial
California
$128K +$2.19K +120 +2%
CA
332
Cetera Advisors
Colorado
$126K +$126K +6,861 New
PA
333
Parallel Advisors
California
$122K +$6.75K +369 +6%
S
334
SignatureFD
Georgia
$119K -$29.9K -1,635 -20%
EWM
335
Edge Wealth Management
New York
$113K -$37.5K -2,055 -25%
SA
336
SRH Advisors
Kansas
$111K +$219 +12 +0.2%
TCM
337
Tradewinds Capital Management
Washington
$110K -$2.51K -138 -2%
JWA
338
JFS Wealth Advisors
Pennsylvania
$110K
IF
339
Ironwood Financial
Arizona
$104K -$2.84K -156 -3%
YWP
340
YorkBridge Wealth Partners
New York
$88K
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$85K -$5.55K -306 -6%
PC
342
Permanens Capital
New York
$85K +$85K +4,662 New
TAIM
343
TD Ameritrade Investment Management
Nebraska
$82K +$10K +549 +14%
BCM
344
Blume Capital Management
California
$73K
IRC
345
Investors Research Corp
Georgia
$71K +$71K +3,903 New
VCM
346
Versant Capital Management
Arizona
$70K -$216 -12 -0.3%
TL
347
TrueWealth LLC
Georgia
$59K
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$55K +$55K +3,000 New
PMFA
349
Plante Moran Financial Advisors
Michigan
$50K -$15.5K -855 -24%
FHA
350
First Horizon Advisors
Tennessee
$48K -$24.4K -1,323 -34%