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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 %
BCA
576
Berman Capital Advisors
Georgia
$27K
LB
577
Legacy Bridge
Iowa
$27K +$3.51K +300 +15%
PGAM
578
Princeton Global Asset Management
New Jersey
$24K
BWP
579
Baldwin Wealth Partners
Massachusetts
$24K
EWM
580
Edge Wealth Management
New York
$21K
BL
581
Balentine LLC
Georgia
$15K
WC
582
Westwind Capital
New Mexico
$15K +$15K +1,290 New
HR
583
Howe & Rusling
New York
$14K
MIM
584
Macroview Investment Management
Maryland
$12K -$18.7K -1,632 -61%
JHCP
585
Jackson Hole Capital Partners
Oklahoma
$11K
MWM
586
Meridian Wealth Management
Kentucky
$10.5K -$18 -156 -0.2%
CFGS
587
Concourse Financial Group Securities
Alabama
$10K +$7.36K +618 +278%
KC
588
Knuff & Co
California
$9K
NDSI
589
Newman Dignan & Sheerar Inc
Rhode Island
$8.56K +$7.72K +659,754 +919%
CFG
590
Citizens Financial Group
Rhode Island
$8K
LDFR
591
Lehman & Derafelo Financial Resources
Pennsylvania
$7K -$1.57K -132 -18%
HCM
592
Horrell Capital Management
Arkansas
$7K
TA
593
TCG Advisors
Texas
$7K
FHA
594
Flagship Harbor Advisors
Massachusetts
$7K
AWM
595
AllSquare Wealth Management
New York
$6K
ACA
596
Atlas Capital Advisors
Wyoming
$5.26K -$15.1K -1,290 -74%
PFO
597
Pathstone Family Office
New Jersey
$5K
SIS
598
Sound Income Strategies
Florida
$5K +$5K +456 New
TFO
599
Tarbox Family Office
California
$3K +$3K +228 New
MAM
600
Marquette Asset Management
Minnesota
$2K