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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 %
JWM
401
JFG Wealth Management
Colorado
-$5.25M -319,728 Closed
WCM
402
Weatherstone Capital Management
Colorado
-$5.75M -307,545 Closed
QAM
403
Q3 Asset Management
Michigan
-$3.94M -239,607 Closed
PPA
404
Parametric Portfolio Associates
Washington
-$3M -182,361 Closed
Susquehanna International Group
405
Susquehanna International Group
Pennsylvania
-$2.91M -177,069 Closed
KFA
406
Kays Financial Advisory
Georgia
-$2.77M -168,684 Closed
IA
407
IFP Advisors
Florida
-$2.31M -141,516 Closed
NFG
408
Noven Financial Group
Colorado
-$1.94M -118,101 Closed
CC
409
Claybrook Capital
Massachusetts
-$1.01M -61,350 Closed
Citadel Advisors
410
Citadel Advisors
Florida
-$791K -48,156 Closed
NFG
411
Next Financial Group
Texas
-$665K -40,476 Closed
BAS
412
Brown Advisory Securities
Maryland
-$495K -30,075 Closed
Baird Financial Group
413
Baird Financial Group
Wisconsin
-$456K -27,768 Closed
DCM
414
Donaldson Capital Management
Indiana
-$320K -19,476 Closed
LNC
415
Lincoln National Corp
Pennsylvania
-$316K -19,224 Closed
WIA
416
World Investment Advisors
California
-$287K -16,032 Closed
FPCG
417
Fort Pitt Capital Group
Pennsylvania
-$222K -13,536 Closed
STMM
418
South Texas Money Management
Texas
-$202K -12,306 Closed
CCMW
419
Cypress Capital Management (Wyoming)
Wyoming
-$97K -5,919 Closed
Chevy Chase Trust
420
Chevy Chase Trust
Maryland
-$69K -4,239 Closed
BWA
421
BDO Wealth Advisors
Florida
-$45K -2,730 Closed
BWA
422
Burt Wealth Advisors
Maryland
-$25K -1,500 Closed
HI
423
Hudock Inc
Pennsylvania
-$14K -912 Closed
ESB
424
Essex Savings Bank
Connecticut
-$15K -888 Closed
PB
425
Pinnacle Bancorp
Nebraska
-$11K -666 Closed