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Schwab US Large- Cap ETF

726 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 254 increasing their positions, 303 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.92%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.94%
New
78
Increased
254
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
651
Ameritas Investment Partners
Nebraska
$88K
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K +$57.5K +4,656 +195%
LFG
653
LifePlan Financial Group
Ohio
$86K -$12.6K -1,014 -13%
SFS
654
Sowell Financial Services
Arkansas
$85K -$11.2K -906 -12%
GT
655
Glenmede Trust
Pennsylvania
$81K
BWA
656
BDO Wealth Advisors
Florida
$77K
POIA
657
Pin Oak Investment Advisors
Texas
$74K -$90.7K -7,350 -55%
SFSG
658
Stearns Financial Services Group
North Carolina
$71K -$492K -39,588 -87%
SPIA
659
Steward Partners Investment Advisory
New York
$71K +$295 +24 +0.4%
HWA
660
HCR Wealth Advisors
California
$62K -$25.3K -2,046 -29%
HFA
661
HC Financial Advisors
California
$61K
JPMorgan Chase & Co
662
JPMorgan Chase & Co
New York
$55K -$12.1K -978 -18%
MIM
663
Macroview Investment Management
Maryland
$52K +$11.9K +966 +30%
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$51K
PAI
665
Pittenger & Anderson Inc
Nebraska
$46K -$61.1K -4,920 -57%
CAC
666
Certified Advisory Corp
Florida
$45K +$224 +18 +0.5%
QCMC
667
Quantum Capital Management (California)
California
$43K
Rockefeller Capital Management
668
Rockefeller Capital Management
New York
$41K
CWC
669
Carolinas Wealth Consulting
North Carolina
$38K
ST
670
Smithfield Trust
Pennsylvania
$37K
EPM
671
Elm Partners Management
Pennsylvania
$36K
HI
672
Hoey Investments
Pennsylvania
$36K
AAP
673
Arax Advisory Partners
Colorado
$34K -$9.71K -780 -22%
PA
674
Procyon Advisors
Connecticut
$34K -$4.57K -366 -12%
BWM
675
Baystate Wealth Management
Massachusetts
$34K