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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 %
SPIA
351
Steward Partners Investment Advisory
New York
$8K +$2.28K +258 +40%
BBHC
352
Brown Brothers Harriman & Co
New York
$8K +$8K +816 New
NCM
353
New Capital Management
Texas
$7K
Chevy Chase Trust
354
Chevy Chase Trust
Maryland
$7K +$1.07K +108 +18%
PFO
355
Pathstone Family Office
New Jersey
$4K -$119K -13,386 -97%
DOA
356
D'Orazio & Associates
Virginia
$3K +$3K +282 New
BFEC
357
Benjamin F. Edwards & Company
Missouri
$3K +$3K +300 New
SIM
358
Sonora Investment Management
Arizona
$1.16K
MIM
359
Macroview Investment Management
Maryland
$1K +$267 +24 +36%
IWM
360
IHT Wealth Management
Illinois
$227
SIC
361
Salem Investment Counselors
North Carolina
-$5.05M -540,918 Closed
NPC
362
National Planning Corporation
California
-$1.64M -174,972 Closed
TW
363
Transform Wealth
Colorado
-$1.02M -108,180 Closed
ECM
364
Ensemble Capital Management
California
-$374K -39,840 Closed
NL
365
NWAM LLC
Washington
-$364K -38,808 Closed
PP
366
Patten & Patten
Tennessee
-$223K -23,820 Closed
CIM
367
Contravisory Investment Management
Massachusetts
-$81K -8,688 Closed
JPMorgan Chase & Co
368
JPMorgan Chase & Co
New York
-$10K -1,068 Closed
SEI Investments
369
SEI Investments
Pennsylvania
-$9K -924 Closed
DADC
370
D.A. Davidson & Co
Montana
-$5K -618 Closed
TWA
371
TCI Wealth Advisors
Arizona
-$3K -360 Closed