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Schwab US Large-Cap Value ETF

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Shares
Change %
LAIC
251
Lederer & Associates Investment Counsel
California
$1.28M -$41.5K -1,992 -3%
AIS
252
American Investment Services
Massachusetts
$1.27M
MFG
253
MidWestOne Financial Group
Iowa
$1.27M +$440K +21,159 +53%
RRC
254
Relaxing Retirement Coach
Massachusetts
$1.24M -$85.9K -4,128 -6%
SPC
255
Sigma Planning Corp
Michigan
$1.23M -$61.8K -2,970 -5%
LWAC
256
Laurel Wealth Advisors (California)
California
$1.22M +$851K +40,893 +231%
CWC
257
Carolinas Wealth Consulting
North Carolina
$1.21M +$3.93K +189 +0.3%
GCA
258
Gradient Capital Advisors
California
$1.2M +$10.7K +516 +0.9%
PP
259
Pegasus Partners
Wisconsin
$1.2M +$361K +17,361 +43%
DWP
260
Destiny Wealth Partners
Florida
$1.18M +$39.3K +1,890 +3%
NF
261
NTB Financial
Colorado
$1.17M +$12.5K +600 +1%
JWCA
262
J.W. Cole Advisors
Florida
$1.14M +$225K +10,818 +25%
MWA
263
Monograph Wealth Advisors
California
$1.12M
VFA
264
Valeo Financial Advisors
Indiana
$1.11M -$1.44K -69 -0.1%
MCC
265
Money Concepts Capital
Florida
$1.1M -$159K -7,578 -13%
CWM
266
Cornerstone Wealth Management
Missouri
$1.07M -$85.9K -4,128 -7%
MAM
267
Marquette Asset Management
Minnesota
$1.07M -$3.75K -180 -0.3%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$1.07M -$71.1K -3,417 -6%
LJAC
269
L.J. Altfest & Co
New York
$1.07M -$73.1K -3,513 -6%
BCIM
270
Bishop & Co Investment Management
Pennsylvania
$1.06M +$35.1K +1,686 +3%
AL
271
Aspiriant LLC
California
$1.05M
BWM
272
BCGM Wealth Management
Indiana
$1.05M -$39.6K -1,788 -4%
FWM
273
Frontier Wealth Management
Missouri
$1.03M -$9.86K -474 -0.9%
NL
274
NWAM LLC
Washington
$1.02M +$93.6K +4,500 +10%
RIA
275
Regal Investment Advisors
Michigan
$1.02M +$164K +7,863 +19%