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Schwab US Large-Cap Value ETF

113 hedge funds and large institutions have $253M invested in Schwab US Large-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
11
Increased
45
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$658K
CFA
52
Cahill Financial Advisors
Minnesota
$658K +$3.79K +264 +0.6%
S
53
SignatureFD
Georgia
$644K -$48.3K -3,363 -7%
SAM
54
Stringer Asset Management
Tennessee
$635K -$3.66K -255 -0.6%
BC
55
Bartlett & Co
Ohio
$626K +$374K +26,085 +149%
MA
56
MUFG Americas
New York
$579K +$188K +13,080 +48%
AI
57
Atria Investments
North Carolina
$570K -$17.1K -1,194 -3%
EK
58
Evensky & Katz
Florida
$554K -$25.5K -1,782 -4%
WA
59
Winfield Associates
Ohio
$546K +$5.38K +375 +1%
SGAM
60
Steinberg Global Asset Management
Florida
$545K +$15.9K +1,107 +3%
Creative Planning
61
Creative Planning
Kansas
$532K
CWM
62
Concert Wealth Management
California
$517K +$517K +35,934 New
PFM
63
Phillips Financial Management
Indiana
$458K
ZIM
64
Zacks Investment Management
Illinois
$433K +$64.4K +4,491 +17%
AA
65
Alesco Advisors
New York
$421K +$20.9K +1,455 +5%
AIM
66
Avity Investment Management
Connecticut
$417K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$406K -$62.3K -4,341 -13%
GC
68
Garde Capital
Washington
$388K -$80.5K -5,604 -17%
BAC
69
Boys Arnold & Co
North Carolina
$381K
RC
70
Roundview Capital
New Jersey
$371K +$474 +33 +0.1%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$343K -$1.16K -81 -0.3%
DSC
72
Duncker Streett & Co
Missouri
$329K +$387 +27 +0.1%
VDI
73
Vaughan David Investments
Illinois
$307K +$307K +21,384 New
SB
74
Suntrust Banks
Georgia
$288K
RFA
75
Reilly Financial Advisors
California
$287K +$287K +20,016 New