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Schwab US Large- Cap ETF

599 hedge funds and large institutions have $8.6B invested in Schwab US Large- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 291 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+15
Holders Change %
+2.57%
% of All Funds
12.99%
Holding in Top 10
120
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.45%
% of All Funds
2.6%
New
67
Increased
291
Reduced
186
Closed
44
Calls
$582K
Puts
$54.6M
Net Calls
-$54M
Net Calls Change
-$54.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ESB
551
Essex Savings Bank
Connecticut
$34K
BWA
552
BDO Wealth Advisors
Florida
$34K
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K +$7.1K +630 +26%
EPM
554
Elm Partners Management
Pennsylvania
$33K +$33K +2,904 New
BWM
555
Baystate Wealth Management
Massachusetts
$32K -$4.37K -378 -12%
PMFA
556
Plante Moran Financial Advisors
Michigan
$30K +$9.75K +864 +48%
MIM
557
Macroview Investment Management
Maryland
$30K +$24.4K +2,184 +439%
1IA
558
1834 Investment Advisors
Wisconsin
$27K +$27K +2,406 New
BCA
559
Berman Capital Advisors
Georgia
$26K +$133 +12 +0.5%
BWP
560
Baldwin Wealth Partners
Massachusetts
$24K
PGAM
561
Princeton Global Asset Management
New Jersey
$23K
LB
562
Legacy Bridge
Iowa
$23K +$9.27K +810 +68%
SIM
563
Sonora Investment Management
Arizona
$22K +$20.6K +1,824 +1,520%
LC
564
Lavaca Capital
Texas
$21K
JPMorgan Chase & Co
565
JPMorgan Chase & Co
New York
$20K -$3.02M -271,728 -99%
EWM
566
Edge Wealth Management
New York
$20K
CFA
567
Carroll Financial Associates
North Carolina
$18K +$16.5K +1,524 +1,104%
GCA
568
Genesee Capital Advisors
New York
$16K +$16K +1,440 New
BL
569
Balentine LLC
Georgia
$15K +$15K +1,290 New
HR
570
Howe & Rusling
New York
$14K -$7.35K -630 -34%
WCM
571
WealthBridge Capital Management
Ohio
$14K
LHC
572
Little House Capital
Massachusetts
$13K +$13K +1,200 New
JHCP
573
Jackson Hole Capital Partners
Oklahoma
$10K
HGWM
574
Harvest Group Wealth Management
Massachusetts
$9K -$304K -25,728 -97%
KC
575
Knuff & Co
California
$9K