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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$937M +$96.4M +5,285,478 +11%
SEI Investments
2
SEI Investments
Pennsylvania
$312M +$237M +12,988,131 +317%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$184M +$9.21M +490,317 +5%
Bank of America
4
Bank of America
North Carolina
$180M +$38.7M +2,123,481 +27%
APP
5
Avantax Planning Partners
Iowa
$173M +$55.6M +3,049,551 +47%
MG
6
Mather Group
Illinois
$113M +$8.67M +475,173 +8%
Betterment LLC
7
Betterment LLC
New York
$91.9M +$7.91M +433,341 +9%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$63M +$11.8M +648,333 +23%
UCFA
9
United Capital Financial Advisors
Texas
$63M +$4.9M +268,428 +8%
Mariner
10
Mariner
Kansas
$57.4M +$16.4M +900,714 +40%
KF
11
Krilogy Financial
Missouri
$44.7M +$1.09M +59,544 +2%
FCI
12
Financial Counselors Inc
Kansas
$34.5M +$2.67M +146,175 +8%
LPL Financial
13
LPL Financial
California
$29.5M +$6.39M +350,247 +28%
OIA
14
OneDigital Investment Advisors
Kansas
$27.8M +$4.18M +229,323 +18%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.4M -$4.68M -256,470 -15%
Goldman Sachs
16
Goldman Sachs
New York
$25.5M +$25.5M +1,397,790 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$24.5M +$24.2M +1,326,765 +7,803%
MA
18
MUFG Americas
New York
$24.1M +$7.94M +435,228 +49%
BlackRock
19
BlackRock
New York
$23.5M -$13.9M -761,418 -37%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$23.4M -$7.46M -409,020 -24%
GAM
21
Gemmer Asset Management
California
$22.8M -$18.4K -1,011 -0.1%
Morgan Stanley
22
Morgan Stanley
New York
$22.6M +$16.6M +909,042 +274%
KLI
23
Kelman-Lazarov Inc
Tennessee
$21.1M +$5.59M +306,231 +36%
Wells Fargo
24
Wells Fargo
California
$20.7M +$1.12M +61,248 +6%
GC
25
Gratus Capital
Georgia
$19.3M +$4.85M +266,061 +34%