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Schwab US Large-Cap Value ETF

401 hedge funds and large institutions have $3.46B invested in Schwab US Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 181 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+22
Holders Change %
+5.8%
% of All Funds
8.69%
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
59
Increased
181
Reduced
117
Closed
32
Calls
$526K
Puts
Net Calls
+$526K
Net Calls Change
+$304K
Name Holding Trade Value Shares
Change
Shares
Change %
DW
126
Domani Wealth
Pennsylvania
$2.36M +$2.36M +129,168 New
MGIA
127
Moneta Group Investment Advisors
Missouri
$2.33M -$233K -12,768 -9%
SCA
128
Stonebridge Capital Advisors
Minnesota
$2.32M +$65.7K +3,600 +3%
DAS
129
Dynamic Advisor Solutions
Arizona
$2.12M -$167K -9,174 -7%
SBL
130
Sargent Bickham Lagudis
Colorado
$2.11M -$5.42M -297,198 -72%
WP
131
WealthSource Partners
California
$2.11M -$96.4K -5,283 -4%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.1M +$1.78M +97,512 +563%
BFM
133
Broadview Financial Management
Wisconsin
$2.09M +$1M +54,849 +92%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$2.07M +$185K +10,143 +10%
BC
135
Bartlett & Co
Ohio
$2.07M +$185K +10,143 +10%
SS
136
Simplicity Solutions
Minnesota
$2.05M +$496K +27,186 +32%
V
137
Veritable
Delaware
$2.02M +$267K +14,640 +15%
BP
138
BBR Partners
New York
$2M +$261K +14,319 +15%
BWP
139
Bernardo Wealth Planning
Pennsylvania
$1.96M +$241K +13,215 +14%
KWM
140
Kingsview Wealth Management
Oregon
$1.94M +$187K +10,227 +11%
PWMG
141
Prestige Wealth Management Group
New Jersey
$1.92M -$106K -5,793 -5%
NCM
142
Northwest Capital Management
Oregon
$1.89M -$667K -36,549 -26%
GHA
143
GW Henssler & Associates
Georgia
$1.88M +$27.4K +1,503 +1%
DP
144
DDD Partners
Washington
$1.87M +$43K +2,358 +2%
AA
145
Apriem Advisors
California
$1.85M +$169K +9,288 +10%
BDF
146
Black Diamond Financial
Maryland
$1.79M -$99.4K -5,448 -5%
WA
147
WESPAC Advisors
California
$1.77M -$64.7K -3,546 -4%
LWAC
148
Laurel Wealth Advisors (California)
California
$1.76M +$82.7K +4,530 +5%
EGWAG
149
Elwood & Goetz Wealth Advisory Group
Georgia
$1.75M -$133K -7,290 -7%
AG
150
Advisor Group
Arizona
$1.73M +$547K +29,955 +46%