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Schwab US Large-Cap Value ETF

416 hedge funds and large institutions have $3.56B invested in Schwab US Large-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+15
Holders Change %
+3.74%
% of All Funds
9.05%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.11%
New
44
Increased
176
Reduced
125
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
376
Hanson & Doremus Investment Management
Vermont
$32K
SPIA
377
Steward Partners Investment Advisory
New York
$29K +$29K +1,551 New
LDFR
378
Lehman & Derafelo Financial Resources
Pennsylvania
$26K
CIA
379
Cascade Investment Advisors
Oregon
$24.7K +$24.7K +1,320 New
MDCM
380
Morgan Dempsey Capital Management
Wisconsin
$22K
JPMorgan Chase & Co
381
JPMorgan Chase & Co
New York
$18K +$16.6K +879 +1,221%
FIA
382
FNY Investment Advisers
New York
$18K +$18K +972 New
RCA
383
Rowland Carmichael Advisors
Arizona
$16K
NC
384
NewSquare Capital
Pennsylvania
$16K
LFG
385
LifePlan Financial Group
Ohio
$16K +$751 +39 +5%
BFC
386
Bedel Financial Consulting
Indiana
$14K
MWC
387
MBM Wealth Consultants
Missouri
$13K
UBS AM
388
UBS AM
Illinois
$12.4K +$12.4K +660 New
CMBA
389
C.M. Bidwell & Associates
Hawaii
$10K
SWA
390
Sutton Wealth Advisors
Florida
$9.1K
SWP
391
Strategic Wealth Partners
Ohio
$9K -$15.5K -843 -63%
NDSI
392
Newman Dignan & Sheerar Inc
Rhode Island
$8.11K +$14 +762 +0.2%
VNA
393
Valley National Advisers
Pennsylvania
$8K -$7.51K -414 -48%
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
$8K +$3.76K +207 +88%
William Blair & Company
395
William Blair & Company
Illinois
$7K -$691K -35,244 -99%
AF
396
Allworth Financial
California
$7K -$134K -6,654 -95%
AIA
397
Armor Investment Advisors
North Carolina
$7K
Deutsche Bank
398
Deutsche Bank
Germany
$6K -$4.15K -243 -41%
ME
399
McIlrath & Eck
Washington
$6K
W
400
WealthStone
Ohio
$5.21K