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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 %
PMFA
626
Plante Moran Financial Advisors
Michigan
$74K +$57.6K +5,646 +351%
BII
627
Bainco International Investors
Massachusetts
$74K +$74K +7,236 New
HWA
628
HCR Wealth Advisors
California
$72K +$857 +84 +1%
AIP
629
Ameritas Investment Partners
Nebraska
$72K +$72K +7,140 New
WT
630
Washington Trust
Rhode Island
$70K +$70K +6,858 New
BWA
631
BDO Wealth Advisors
Florida
$63K +$37.3K +3,678 +145%
SPIA
632
Steward Partners Investment Advisory
New York
$58K -$242 -24 -0.4%
GAM
633
Gemmer Asset Management
California
$58K +$58K +5,640 New
PC
634
Permanens Capital
New York
$56K -$30.4K -3,000 -35%
JPMorgan Chase & Co
635
JPMorgan Chase & Co
New York
$55K +$27.1K +2,676 +97%
HFA
636
HC Financial Advisors
California
$51K +$51K +4,968 New
SIAP
637
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K
GI
638
Gradient Investments
Minnesota
$42K -$2.49M -243,294 -98%
EFSCE
639
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
CAC
640
Certified Advisory Corp
Florida
$37K +$4.31K +420 +13%
Fifth Third Bancorp
641
Fifth Third Bancorp
Ohio
$36K -$128K -12,654 -78%
QCMC
642
Quantum Capital Management (California)
California
$36K
AAP
643
Arax Advisory Partners
Colorado
$36K +$36K +3,510 New
NFG
644
Next Financial Group
Texas
$35K +$19.2K +1,860 +121%
PO
645
Private Ocean
California
$34K -$243K -23,892 -88%
Rockefeller Capital Management
646
Rockefeller Capital Management
New York
$34K
MIM
647
Macroview Investment Management
Maryland
$33K +$12.4K +1,224 +60%
OPS
648
Orion Portfolio Solutions
Nebraska
$33K +$26.8K +2,646 +432%
PA
649
Procyon Advisors
Connecticut
$32K
ST
650
Smithfield Trust
Pennsylvania
$31K