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Schwab US Large-Cap Value ETF

106 hedge funds and large institutions have $299M invested in Schwab US Large-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+27
Holders Change %
+34.18%
% of All Funds
2.83%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
33
Increased
51
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FM
76
Foster & Motley
Ohio
$240K -$7.9K -537 -3%
BC
77
Bartlett & Co
Ohio
$230K +$161K +10,950 +232%
Betterment LLC
78
Betterment LLC
New York
$225K +$225K +15,336 New
RCG
79
Ruggie Capital Group
Florida
$224K +$224K +15,234 New
AG
80
Appleton Group
Wisconsin
$220K +$8.42K +573 +4%
WCM
81
Westend Capital Management
California
$171K -$4.71K -321 -3%
CC
82
Cassaday & Co
Virginia
$129K +$129K +8,793 New
FANJ
83
Financial Architects (New Jersey)
New Jersey
$116K +$56.1K +3,819 +94%
MFS
84
MSI Financial Services
Massachusetts
$115K +$10.3K +699 +10%
SEIA
85
Signature Estate & Investment Advisors
California
$115K +$115K +7,797 New
MA
86
MUFG Americas
New York
$84K +$37.1K +2,520 +79%
CG
87
Colony Group
Massachusetts
$59K +$59K +4,029 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$44K
US Bancorp
89
US Bancorp
Minnesota
$44K +$44K +3,000 New
SIA
90
Stancorp Investment Advisers
Oregon
$42K +$42K +2,862 New
NPC
91
National Planning Corporation
California
$40.4K +$40.4K +2,793 New
AWM
92
Avior Wealth Management
Nebraska
$39K +$7.05K +477 +22%
PAI
93
Pittenger & Anderson Inc
Nebraska
$31K
NFG
94
Next Financial Group
Texas
$30K +$30K +2,007 New
CCS
95
Crosspoint Capital Strategies
California
$27K +$27K +1,890 New
MA
96
MCF Advisors
Kentucky
$23K +$2.56K +171 +13%
MAS
97
Madden Advisory Services
Florida
$13K
VNA
98
Valley National Advisers
Pennsylvania
$11K +$11K +810 New
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$9K -$446 -30 -5%
DBT
100
Dubuque Bank & Trust
Iowa
$9K