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Schwab US Large-Cap Value ETF

111 hedge funds and large institutions have $261M invested in Schwab US Large-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
2.96%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
16
Increased
43
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.95M -$240K -16,674 -11%
FWM
27
Frontier Wealth Management
Missouri
$1.95M -$299K -20,724 -13%
NFG
28
Nadler Financial Group
Illinois
$1.88M +$349K +24,189 +23%
Jane Street
29
Jane Street
New York
$1.81M -$1.98M -136,929 -52%
VF
30
Virtu Financial
New York
$1.79M +$1.79M +124,362 New
STMM
31
South Texas Money Management
Texas
$1.48M +$319K +22,137 +28%
SFSG
32
Stearns Financial Services Group
North Carolina
$1.39M +$123K +8,505 +10%
Wells Fargo
33
Wells Fargo
California
$1.38M -$695K -48,210 -34%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.28M -$163K -11,313 -11%
VFS
35
VSR Financial Services
Kansas
$1.13M +$1.13M +78,618 New
Morgan Stanley
36
Morgan Stanley
New York
$1.13M -$1.47M -101,784 -56%
Mariner
37
Mariner
Kansas
$1.11M -$305K -21,132 -21%
AW
38
ACG Wealth
Georgia
$972K -$55.7K -3,861 -5%
TCM
39
Tradewinds Capital Management
Washington
$939K -$1.26M -87,450 -57%
Ameriprise
40
Ameriprise
Minnesota
$884K +$119K +8,253 +16%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$880K +$766K +53,145 +673%
BCI
42
Brinker Capital Investments
Pennsylvania
$865K -$11.7K -813 -1%
CCM
43
Carlson Capital Management
Minnesota
$859K
Betterment LLC
44
Betterment LLC
New York
$853K +$632K +43,827 +286%
TH
45
Timber Hill
Connecticut
$790K -$24K -1,662 -3%
SC
46
Savant Capital
Illinois
$739K +$279K +19,362 +61%
S
47
SignatureFD
Georgia
$696K -$1.08K -75 -0.2%
SIA
48
Starfire Investment Advisers
Michigan
$692K +$692K +47,961 New
CFA
49
Cahill Financial Advisors
Minnesota
$658K +$1.21K +84 +0.2%
CAN
50
Cetera Advisor Networks
California
$658K +$276K +19,131 +72%