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Schwab US Large- Cap ETF

278 hedge funds and large institutions have $2.44B invested in Schwab US Large- Cap ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+11
Holders Change %
+4.12%
% of All Funds
7.43%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1.2%
New
26
Increased
135
Reduced
77
Closed
15
Calls
$928K
Puts
Net Calls
+$928K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
151
Summit Asset Management
Tennessee
$598K
AA
152
Advisory Alpha
Michigan
$593K +$557K +64,818 +1,557%
MIH
153
Madison Investment Holdings
Wisconsin
$587K -$143K -16,620 -20%
GGI
154
Godsey & Gibb Inc
Virginia
$585K +$15.6K +1,812 +3%
TSWM
155
Triangle Securities Wealth Management
North Carolina
$582K +$51.2K +5,952 +10%
SAM
156
Sawgrass Asset Management
Florida
$581K +$12.9K +1,500 +2%
PFM
157
Phillips Financial Management
Indiana
$578K +$5.54K +654 +1%
SWP
158
Stratos Wealth Partners
Ohio
$577K +$577K +67,086 New
S
159
SignatureFD
Georgia
$575K +$13.8K +1,602 +2%
JFA
160
JNBA Financial Advisors
Minnesota
$575K +$575K +66,786 New
MA
161
MCF Advisors
Kentucky
$570K +$85.6K +9,942 +18%
AIA
162
Allegis Investment Advisors
Idaho
$566K -$258 -30 -0%
LS
163
Lattice Strategies
Pennsylvania
$551K
RPA
164
Rock Point Advisors
Vermont
$549K -$1.55K -180 -0.3%
RWA
165
RGT Wealth Advisors
Texas
$545K +$545K +63,306 New
VWM
166
Vector Wealth Management
Minnesota
$537K +$103 +12 +0%
BlackRock
167
BlackRock
New York
$512K +$10.6K +1,230 +2%
PAG
168
Private Advisor Group
New Jersey
$510K +$173K +20,316 +51%
CCA
169
Clearwater Capital Advisors
Illinois
$503K +$8.97K +1,050 +2%
HP
170
HT Partners
Connecticut
$501K
EAM
171
Evanson Asset Management
California
$501K +$103 +12 +0%
EWA
172
EP Wealth Advisors
California
$497K +$4.54K +528 +0.9%
HIC
173
Holderness Investments Company
North Carolina
$495K -$1.65K -192 -0.3%
OCM
174
One Capital Management
California
$453K -$299K -34,716 -40%
AMG
175
Asset Management Group
Connecticut
$445K +$107K +12,456 +32%