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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 %
CDIA
76
Capital Directions Investment Advisors
Georgia
$275K -$7.21K -489 -3%
BO
77
BRR OpCo
Ohio
$266K +$4.41K +306 +2%
IF
78
Ironwood Financial
Arizona
$265K -$33.1K -2,295 -11%
BC
79
Bartlett & Co
Ohio
$253K +$27.1K +1,884 +12%
AG
80
Appleton Group
Wisconsin
$242K +$25.7K +1,776 +12%
FM
81
Foster & Motley
Ohio
$235K
VCP
82
Vista Capital Partners
Oregon
$233K -$42.8K -2,964 -16%
RCG
83
Ruggie Capital Group
Florida
$219K -$649 -45 -0.3%
BAM
84
Berkshire Asset Management
Pennsylvania
$215K +$215K +14,937 New
JWS
85
Juncture Wealth Strategies
Arizona
$209K -$205K -14,157 -49%
SHJ
86
Sharkey, Howes & Javer
Colorado
$177K +$177K +12,300 New
WCM
87
Westend Capital Management
California
$162K -$8.01K -549 -5%
TWA
88
TCI Wealth Advisors
Arizona
$147K +$147K +10,209 New
US Bancorp
89
US Bancorp
Minnesota
$120K +$76.8K +5,325 +178%
MFS
90
MSI Financial Services
Massachusetts
$114K +$694 +48 +0.6%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$111K +$111K +7,662 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$87K +$87K +6,000 New
VIA
93
Vantage Investment Advisors
Pennsylvania
$85K +$80.9K +5,595 +1,963%
CCS
94
Crosspoint Capital Strategies
California
$73K +$45.7K +3,159 +167%
PAI
95
Pittenger & Anderson Inc
Nebraska
$63K +$32.8K +2,280 +109%
SSB
96
Sandy Spring Bank
Maryland
$49K +$49K +3,366 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$43K
AWM
98
Avior Wealth Management
Nebraska
$38K +$43 +3 +0.1%
SIA
99
Stancorp Investment Advisers
Oregon
$32K -$9.54K -657 -23%
NFG
100
Next Financial Group
Texas
$28K