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Schwab US Large- Cap ETF

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
526
Manchester Capital Management
Vermont
$310K +$310K +30,360 New
LSC
527
Lesa Sroufe & Co
Washington
$308K +$42.2K +4,134 +16%
LPT
528
Legacy Private Trust
Wisconsin
$303K +$303K +29,700 New
MAG
529
Mayfair Advisory Group
Alabama
$300K
CPIG
530
Chicago Partners Investment Group
Illinois
$300K +$1.98K +174 +0.7%
S
531
SignatureFD
Georgia
$295K +$52.3K +5,124 +22%
WCM
532
Weik Capital Management
Pennsylvania
$294K -$25.4K -2,490 -8%
GCP
533
Gill Capital Partners
Colorado
$294K +$294K +28,764 New
TWM
534
Tanglewood Wealth Management
Texas
$293K -$591K -57,942 -67%
MIM
535
Moseley Investment Management
Florida
$292K +$292K +28,566 New
GWM
536
Gray Wealth Management
Maine
$288K +$288K +28,038 New
Fiera Capital (Canada)
537
Fiera Capital (Canada)
Quebec, Canada
$287K
FWM
538
Foresight Wealth Management
Utah
$286K -$18.1K -1,770 -6%
OCM
539
Orser Capital Management
Texas
$285K -$32.2K -3,156 -10%
RPA
540
Rock Point Advisors
Vermont
$280K -$4.04K -396 -1%
BWP
541
BSW Wealth Partners
Colorado
$278K +$10.2K +1,002 +4%
PIM
542
Penobscot Investment Management
Massachusetts
$275K -$4.9K -480 -2%
OCM
543
One Capital Management
California
$272K -$26.4K -2,586 -9%
CA
544
Continuum Advisory
Idaho
$272K +$25.5K +2,610 +10%
SAA
545
Southeast Asset Advisors
Georgia
$270K +$17.6K +1,722 +7%
AAS
546
Avantax Advisory Services
Texas
$269K -$2.06M -203,940 -88%
NC
547
NovaPoint Capital
Georgia
$269K -$1.6M -156,540 -86%
RWA
548
River Wealth Advisors
Pennsylvania
$269K +$17.1K +1,680 +7%
PWPS
549
Pinnacle Wealth Planning Services
Ohio
$268K -$4.89K -480 -2%
SCA
550
Stillwater Capital Advisors
Pennsylvania
$268K