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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 %
DI
376
Disciplined Investments
Oklahoma
$44K +$259 +15 +0.6%
NIC
377
Northwest Investment Counselors
Oregon
$43K +$43K +2,484 New
S
378
SignatureFD
Georgia
$42K -$5.38K -309 -11%
VCM
379
Versant Capital Management
Arizona
$42K -$2.89K -168 -6%
PMFA
380
Plante Moran Financial Advisors
Michigan
$39K
TCM
381
Tradewinds Capital Management
Washington
$39K
FA
382
Faithward Advisors
Pennsylvania
$39K +$13.3K +771 +52%
CFB
383
Cullen/Frost Bankers
Texas
$38K +$466 +27 +1%
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K -$25.9K -1,500 -41%
QCG
385
Quadrant Capital Group
Ohio
$37K +$37K +2,115 New
CTC
386
Central Trust Company
Missouri
$34K
MAWCM
387
Mine & Arao Wealth Creation & Management
California
$34K
QCMC
388
Quantum Capital Management (California)
California
$34K +$1.66K +96 +5%
CCP
389
Clarkston Capital Partners
Michigan
$33K
GT
390
Glenmede Trust
Pennsylvania
$32K +$32K +1,860 New
PAI
391
Pittenger & Anderson Inc
Nebraska
$30K
FCM
392
Firestone Capital Management
Florida
$29K
HWA
393
HCR Wealth Advisors
California
$28K -$5.13K -291 -15%
MWP
394
Meridian Wealth Partners
Pennsylvania
$27K
BCM
395
Blume Capital Management
California
$26K
CFO
396
CVA Family Office
Colorado
$26K +$1.42K +81 +6%
SFG
397
Sowa Financial Group
Rhode Island
$25K
MF
398
Manchester Financial
California
$23K -$2.06K -117 -8%
BWA
399
BDO Wealth Advisors
Florida
$23K
JHCP
400
Jackson Hole Capital Partners
Oklahoma
$23K