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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 %
POIA
601
Pin Oak Investment Advisors
Texas
$136K
LGWM
602
Litman Gregory Wealth Management
California
$132K -$37.5K -3,684 -22%
SWA
603
Stratos Wealth Advisors
Ohio
$132K +$132K +12,972 New
PK
604
Pflug Koory
Nebraska
$127K +$3.07K +300 +2%
M
605
MOTCO
Texas
$121K
GWS
606
Glassman Wealth Services
Virginia
$112K +$38.3K +3,750 +52%
BEAM
607
Baker Ellis Asset Management
Washington
$110K -$379K -37,200 -78%
SF
608
Synovus Financial
Georgia
$107K +$3.44K +336 +3%
AWM
609
Atticus Wealth Management
Florida
$102K -$41.6K -4,074 -29%
AIC
610
Ameritas Investment Company
Nebraska
$101K +$41.8K +4,146 +71%
NG
611
NWK Group
California
$101K +$43K +4,200 +74%
RCA
612
Rowland Carmichael Advisors
Arizona
$99K -$50.4K -4,950 -34%
CIAS
613
Capital Investment Advisory Services
North Carolina
$98K +$49.9K +4,872 +104%
SWM
614
Sugarloaf Wealth Management
Georgia
$90K
CIAS
615
CBIZ Investment Advisory Services
Ohio
$90K -$113K
Citigroup
616
Citigroup
New York
$89K -$95.2K -9,282 -52%
PAI
617
Pittenger & Anderson Inc
Nebraska
$88K +$56.1K +5,496 +176%
RFA
618
Reilly Financial Advisors
California
$87K
PFBT
619
Parkside Financial Bank & Trust
Missouri
$87K
GT
620
Glenmede Trust
Pennsylvania
$84K
Bessemer Group
621
Bessemer Group
New Jersey
$83K +$83K +8,118 New
LFG
622
LifePlan Financial Group
Ohio
$81K +$122 +12 +0.2%
SFS
623
Sowell Financial Services
Arkansas
$80K -$163K -15,960 -67%
IRC
624
Investors Research Corp
Georgia
$77K +$48.4K +4,752 +170%
IWP
625
IAG Wealth Partners
Wisconsin
$75K