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Schwab US Large- Cap ETF

182 hedge funds and large institutions have $1.08B invested in Schwab US Large- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

190% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 31

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

20% more capital invested

Capital invested by funds: $899M → $1.08B (+$178M)

20% more funds holding

Funds holding: 152182 (+30)

1.46% more ownership

Funds ownership: 169.34%170.8% (+1.5%)

31% less call options, than puts

Call options by funds: $446K | Put options by funds: $648K

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.85%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.72%
New
41
Increased
90
Reduced
31
Closed
9
Calls
$446K
Puts
$648K
Net Calls
-$202K
Net Calls Change
-$573K
Name Holding Trade Value Shares
Change
Change in
Stake
CCS
126
Crosspoint Capital Strategies
California
$322K +$142K +17,724 +82%
HFS
127
HL Financial Services
Kentucky
$309K
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$301K
AIM
129
Aspen Investment Management
Michigan
$297K -$39.8K -4,980 -12%
WA
130
WBH Advisory
Maryland
$293K +$9.21K +1,152 +3%
SIA
131
Stancorp Investment Advisers
Oregon
$288K +$282K +35,280 New
LWA
132
Lenox Wealth Advisors
New York
$287K +$257K +32,154 +1,078%
ACM
133
Avalon Capital Management
California
$282K -$131K -16,380 -32%
DIA
134
Denver Investment Advisors
Colorado
$278K +$271K +33,960 New
SMC
135
Smith, Moore & Co
Missouri
$277K +$271K +33,900 New
PAM
136
Premier Asset Management
Illinois
$273K
LS
137
Lattice Strategies
Pennsylvania
$268K +$262K +32,730 New
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$265K -$10.1K -1,266 -4%
BJL
139
Brighton Jones LLC
Washington
$250K +$1.1K +138 +0.5%
AWM
140
AllSquare Wealth Management
New York
$249K +$243K +30,426 New
BOS
141
Bingham Osborn & Scarborough
California
$243K -$1.05K -132 -0.4%
GA
142
Geneva Advisors
Illinois
$242K
IC
143
InterOcean Capital
Illinois
$239K -$4.8K -600 -2%
UBS Group
144
UBS Group
Switzerland
$237K +$232K +28,992 New
AMM
145
American Money Management
California
$235K +$230K +28,776 New
AC
146
Alley Company
Illinois
$218K +$213K +26,700 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$207K +$203K +25,338 New
MFS
148
MSI Financial Services
Massachusetts
$175K +$5.42K +678 +3%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$163K +$149K +18,600 +1,325%
RCG
150
Ruggie Capital Group
Florida
$161K +$158K +19,752 New