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Schwab US Large-Cap Value ETF

114 hedge funds and large institutions have $368M invested in Schwab US Large-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.19%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
12
Increased
53
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
101
Woodmont Investment Counsel
Tennessee
$28K
NFG
102
Next Financial Group
Texas
$26K
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$2.54K -192 -10%
IWM
104
Integrated Wealth Management
California
$8K
DBT
105
Dubuque Bank & Trust
Iowa
$8K
AA
106
Apriem Advisors
California
$8K +$8K +600 New
VIA
107
Vantage Investment Advisors
Pennsylvania
$4K -$37.3K -2,655 -90%
BWA
108
Burt Wealth Advisors
Maryland
$3K
MA
109
MCF Advisors
Kentucky
$2K
VNA
110
Valley National Advisers
Pennsylvania
$1K -$2.08K -225 -68%
SIM
111
Sonora Investment Management
Arizona
$1K +$1K +60 New
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
-$1.37M -95,460 Closed
TH
113
Timber Hill
Connecticut
-$704K -49,077 Closed
AI
114
Atria Investments
North Carolina
-$570K -39,753 Closed
GCA
115
Greenwood Capital Associates
South Carolina
-$281K -19,605 Closed
AG
116
Appleton Group
Wisconsin
-$247K -17,244 Closed
WCM
117
Westend Capital Management
California
-$178K -12,465 Closed
BJ
118
Brouwer & Janachowski
California
-$7K -465 Closed
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
-$5K -336 Closed
Simplex Trading
120
Simplex Trading
Illinois
-$4K -300 Closed
GWM
121
Gupta Wealth Management
California
-$2K -174 Closed
W
122
Wealthfront
California
-$2K -132 Closed