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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 %
KPCM
701
Kings Point Capital Management
New York
$11K +$11K +870 New
OAJ
702
Ogorek Anthony Joseph
New York
$10K
LWM
703
Liberty Wealth Management
California
$10K +$10K +804 New
ACA
704
Atlas Capital Advisors
Wyoming
$8K
HCM
705
Horrell Capital Management
Arkansas
$7K
LDFR
706
Lehman & Derafelo Financial Resources
Pennsylvania
$7K
PMFA
707
Plante Moran Financial Advisors
Michigan
$6K -$82.5K -6,762 -93%
PFO
708
Pathstone Family Office
New Jersey
$6K
BWL
709
Bogart Wealth LLC
Virginia
$6K +$80 +6 +1%
SCA
710
Stonebridge Capital Advisors
Minnesota
$5K
Citigroup
711
Citigroup
New York
$4K -$112K -8,376 -97%
CL
712
Cabana LLC
Arkansas
$4K +$4K +288 New
CWM
713
Cedar Wealth Management
California
$4K +$4K +300 New
OPS
714
Orion Portfolio Solutions
Nebraska
$3K -$35.8K -3,006 -92%
CFGS
715
Concourse Financial Group Securities
Alabama
$3K -$23.3K -1,722 -89%
ME
716
McIlrath & Eck
Washington
$3K
DCM
717
Davis Capital Management
Florida
$2K -$1.19K -114 -37%
CMA
718
Cedar Mountain Advisors
Oregon
$2K
CCMW
719
Cypress Capital Management (Wyoming)
Wyoming
$2K
WT
720
Whittier Trust
California
$2K
TF
721
Tompkins Financial
New York
$2K
GEA
722
Glen Eagle Advisors
New Jersey
$1.93K
AF
723
Allworth Financial
California
$1K
PP
724
PrairieView Partners
Minnesota
$1K
TFGT
725
TS Financial Group (TSFG)
Illinois
$1K