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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 %
RRC
151
Relaxing Retirement Coach
Massachusetts
$1.69M -$352K -19,320 -17%
SPI
152
Santori & Peters Inc
Pennsylvania
$1.67M +$110K +6,045 +7%
AF
153
Advisornet Financial
Minnesota
$1.66M +$44.9K +2,463 +3%
WI
154
Wintrust Investments
Illinois
$1.64M +$93.4K +5,118 +6%
AWS
155
AJ Wealth Strategies
New York
$1.62M
CIAS
156
Capital Investment Advisory Services
North Carolina
$1.59M +$14.6K +798 +0.9%
MWA
157
MFA Wealth Advisors
Pennsylvania
$1.57M -$165K -9,069 -10%
EWA
158
EP Wealth Advisors
California
$1.52M +$180K +9,876 +13%
CCA
159
Clearwater Capital Advisors
Illinois
$1.42M -$40.4K -2,211 -3%
CAM
160
Concorde Asset Management
Michigan
$1.41M -$17.5K -951 -1%
FWM
161
Frontier Wealth Management
Missouri
$1.41M -$17.8K -975 -1%
FAN
162
Financial Advisors Network
California
$1.36M +$1.36M +76,953 New
AFP
163
Ausdal Financial Partners
Iowa
$1.33M +$127K +6,945 +11%
BCP
164
Blackhawk Capital Partners
Wisconsin
$1.32M -$107K -5,856 -7%
PWA
165
Providence Wealth Advisors
Illinois
$1.32M +$80.8K +4,395 +7%
WIC
166
Whitegate Investment Counselors
New Hampshire
$1.31M +$15.7K +861 +1%
TYCC
167
Texas Yale Capital Corp
Florida
$1.3M +$645K +35,355 +98%
WDL
168
Well Done LLC
Michigan
$1.3M +$176K +9,621 +16%
PI
169
Parkside Investments
Illinois
$1.26M +$245K +13,455 +24%
MAM
170
Marquette Asset Management
Minnesota
$1.25M -$28.6K -1,566 -2%
FAG
171
Financial Advisory Group
Texas
$1.24M -$98.5K -5,400 -7%
MWM
172
Merriman Wealth Management
Washington
$1.23M +$1.23M +67,113 New
TIM
173
Total Investment Management
Arizona
$1.2M -$37.9K -2,094 -3%
AIS
174
American Investment Services
Massachusetts
$1.14M +$7.66K +420 +0.7%
ACI
175
Alpha Cubed Investments
California
$1.13M -$57.5K -3,150 -5%