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Schwab US Large- Cap ETF

613 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 287 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+14
Holders Change %
+2.34%
% of All Funds
13.33%
Holding in Top 10
123
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.5%
% of All Funds
2.68%
New
53
Increased
287
Reduced
195
Closed
30
Calls
$302K
Puts
$56.8M
Net Calls
-$56.5M
Net Calls Change
-$2.51M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
426
Evanson Asset Management
California
$501K
SMC
427
Smith, Moore & Co
Missouri
$497K
Brown Advisory
428
Brown Advisory
Maryland
$494K
WTC
429
WhitTier Trust Company
Nevada
$489K
BMM
430
Berkshire Money Management
Massachusetts
$482K +$16.5K +1,410 +4%
SBA
431
Secrest Blakey & Associates
North Carolina
$479K +$2.33K +198 +0.5%
NCM
432
Novare Capital Management
North Carolina
$473K +$115K +9,840 +32%
RCC
433
Red Cedar Capital
Nebraska
$472K
GI
434
GS Investments
Minnesota
$461K +$43.2K +3,696 +10%
RIA
435
Realta Investment Advisors
Delaware
$455K +$455K +38,760 New
EHPM
436
Emery Howard Portfolio Management
California
$454K +$7.64K +654 +2%
WI
437
Wedgewood Investors
Pennsylvania
$450K
FANJ
438
Financial Architects (New Jersey)
New Jersey
$445K -$35.7K -3,054 -7%
FWCM
439
Ferguson Wellman Capital Management
Oregon
$444K
FIM
440
Frontier Investment Management
Texas
$436K -$113K -9,678 -21%
PCA
441
Personal Capital Advisors
California
$436K -$51.3K -4,386 -11%
ACM
442
Armbruster Capital Management
New York
$433K -$34.4K -2,940 -7%
BAC
443
Boys Arnold & Co
North Carolina
$433K
GIA
444
GHP Investment Advisors
Colorado
$426K -$3.51K -300 -0.8%
Thrivent Financial for Lutherans
445
Thrivent Financial for Lutherans
Minnesota
$422K
Janney Montgomery Scott
446
Janney Montgomery Scott
Pennsylvania
$420K -$8.71K -744 -2%
CA
447
Cetera Advisors
Colorado
$416K +$30.3K +2,586 +8%
BCIM
448
Bishop & Co Investment Management
Pennsylvania
$411K -$46.9K -4,008 -10%
HIC
449
Hartline Investment Corp
Illinois
$401K +$2.46K +210 +0.6%
BFC
450
Bedel Financial Consulting
Indiana
$397K