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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 %
PFA
201
Pure Financial Advisors
California
$770K +$154K +8,430 +25%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$768K +$51.2K +2,805 +7%
VFA
203
Valeo Financial Advisors
Indiana
$742K +$5.86K +321 +0.8%
AWM
204
AE Wealth Management
Kansas
$735K +$735K +40,302 New
BSW
205
Buckingham Strategic Wealth
Missouri
$732K -$156K -8,535 -18%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$728K +$49.9K +2,190 +7%
AA
207
Alesco Advisors
New York
$701K +$25.6K +1,404 +4%
3C
208
361 Capital
Colorado
$695K +$79.6K +4,365 +13%
NL
209
NWAM LLC
Washington
$686K -$1.97K -108 -0.3%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$673K +$673K +36,888 New
William Blair & Company
211
William Blair & Company
Illinois
$650K +$643K +35,214 +9,099%
BAM
212
Baldrige Asset Management
Pennsylvania
$647K +$647K +35,442 New
IIC
213
Integrated Investment Consultants
Michigan
$640K +$657 +36 +0.1%
BAC
214
Boys Arnold & Co
North Carolina
$634K
LPIC
215
LeJeune Puetz Investment Counsel
Michigan
$622K +$2.08K +114 +0.3%
VHAM
216
Van Hulzen Asset Management
California
$614K +$18.8K +1,029 +3%
BFPW
217
BOK Financial Private Wealth
Colorado
$609K -$100K -5,496 -14%
WCM
218
Whitener Capital Management
North Carolina
$606K +$40.2K +2,205 +7%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$604K +$2.13K +117 +0.4%
PFM
220
Phillips Financial Management
Indiana
$589K -$334K -18,105 -36%
TFS
221
TrustCore Financial Services
Tennessee
$584K +$584K +32,031 New
US Bancorp
222
US Bancorp
Minnesota
$582K
FA
223
Fagan Associates
New York
$579K +$89.5K +4,911 +18%
HWA
224
HHM Wealth Advisors
Tennessee
$574K +$1.64K +90 +0.3%
FA
225
Financial Advisors
Massachusetts
$573K +$7.39K +405 +1%