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Schwab US Large- Cap ETF

361 hedge funds and large institutions have $4.11B invested in Schwab US Large- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 185 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+21
Holders Change %
+6.18%
% of All Funds
9.01%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.52%
New
40
Increased
185
Reduced
95
Closed
13
Calls
$854K
Puts
Net Calls
+$854K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
326
Allworth Financial
California
$99K -$15.9K -1,656 -14%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$82K
SF
328
Synovus Financial
Georgia
$82K
Citigroup
329
Citigroup
New York
$78K +$66.5K +6,918 +577%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$68K
GWM
331
Geneos Wealth Management
Colorado
$62K +$33.6K +3,540 +118%
PCP
332
Proficio Capital Partners
Massachusetts
$59K
WA
333
Winfield Associates
Ohio
$53K -$5.79K -600 -10%
WTC
334
WhitTier Trust Company
Nevada
$53K
APSP
335
Asset Planning Services (Pennsylvania)
Pennsylvania
$34K +$34K +3,498 New
RCA
336
Rowland Carmichael Advisors
Arizona
$33K
HNB
337
Huntington National Bank
Ohio
$32K -$31K
ABFS
338
Appropriate Balance Financial Services
Washington
$30.7K -$139 -48 -0.4%
JWA
339
JFS Wealth Advisors
Pennsylvania
$30K +$30K +3,090 New
ST
340
Smithfield Trust
Pennsylvania
$29K
MDCM
341
Morgan Dempsey Capital Management
Wisconsin
$26K +$26K +2,652 New
DSN
342
D. Scott Neal
Kentucky
$23K +$13.2K +1,380 +135%
NR
343
Newfound Research
Massachusetts
$21K +$58 +6 +0.3%
EWM
344
Edge Wealth Management
New York
$17K
YWP
345
YorkBridge Wealth Partners
New York
$14K -$8.01K -858 -36%
ACM
346
AlphaStar Capital Management
North Carolina
$14K +$14K +1,494 New
LCM
347
Liberty Capital Management
Michigan
$13K
QAM
348
QCI Asset Management
New York
$12K +$12K +1,200 New
BWM
349
Baystate Wealth Management
Massachusetts
$10K +$10K +1,020 New
HCM
350
Horrell Capital Management
Arkansas
$8K