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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 %
DBT
101
Dubuque Bank & Trust
Iowa
$9K
IWM
102
Integrated Wealth Management
California
$8K +$8K +600 New
MA
103
MCF Advisors
Kentucky
$5K -$17.5K -1,194 -78%
VNA
104
Valley National Advisers
Pennsylvania
$5K -$7.16K -477 -59%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$5K -$4.02K -270 -45%
BWA
106
Burt Wealth Advisors
Maryland
$3K
GWM
107
Gupta Wealth Management
California
$3K +$3K +174 New
ASN
108
Advisory Services Network
Georgia
$2K
PFG
109
Piershale Financial Group
Illinois
$1K -$20.9M -938,946 -100%
FMP
110
Financial Management Professionals
Texas
-$41.6M -2,826,693 Closed
SS
111
Simplicity Solutions
Minnesota
-$1.64M -111,249 Closed
FFA
112
First Foundation Advisors
California
-$751K -51,087 Closed
VDI
113
Vaughan David Investments
Illinois
-$336K -22,839 Closed
HSA
114
HBK Sorce Advisory
Pennsylvania
-$249K -16,959 Closed
CC
115
Cassaday & Co
Virginia
-$129K -8,793 Closed
SEIA
116
Signature Estate & Investment Advisors
California
-$115K -7,797 Closed
BRWA
117
B. Riley Wealth Advisors
Florida
-$71 -4,800 Closed
CG
118
Colony Group
Massachusetts
-$59K -4,029 Closed
NPC
119
National Planning Corporation
California
-$40.4K -2,793 Closed
MAS
120
Madden Advisory Services
Florida
-$13K -891 Closed