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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 %
AG
276
Appleton Group
Wisconsin
$1.01M -$7.97M -383,388 -89%
BL
277
BCWM LLC
Kansas
$1.01M +$269K +12,909 +36%
PCWA
278
Pacific Capital Wealth Advisors
California
$1.01M -$2.44K -117 -0.2%
CCMD
279
Cypress Capital Management (Delaware)
Delaware
$1M -$21.8K -1,050 -2%
AIM
280
Avity Investment Management
Connecticut
$1M
LWM
281
Laidlaw Wealth Management
New York
$967K -$48.3K -2,319 -5%
MIAN
282
Mariner Independent Advisor Network
Kansas
$960K +$19.8K +948 +2%
MC
283
Montag & Caldwell
Georgia
$949K +$629K +30,213 +196%
JPLA
284
Joseph P. Lucia & Associates
New York
$947K +$62.4K +2,997 +7%
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$944K -$7.99K -384 -0.8%
CCM
286
Condor Capital Management
New Jersey
$933K -$33.7K -1,620 -3%
HI
287
Hoey Investments
Pennsylvania
$930K +$10K +483 +1%
PAMG
288
Patton Albertson Miller Group
Tennessee
$916K
WANY
289
Wealthspire Advisors (New York)
New York
$904K +$593K +28,509 +191%
SCM
290
SOL Capital Management
Maryland
$902K
MGIA
291
Matthew Goff Investment Advisor
Texas
$881K +$881K +42,339 New
JPMorgan Chase & Co
292
JPMorgan Chase & Co
New York
$880K +$725K +34,878 +468%
RFA
293
Resurgent Financial Advisors
Georgia
$878K -$14.5K -699 -2%
SWM
294
Silverlake Wealth Management
Vermont
$869K +$36.1K +1,737 +4%
JFG
295
JMG Financial Group
Illinois
$861K +$861K +41,370 New
AWM
296
Apollon Wealth Management
South Carolina
$860K -$188K -9,054 -18%
KJWM
297
Kiley Juergens Wealth Management
Washington
$826K +$13.2K +636 +2%
LWM
298
Loveless Wealth Management
Montana
$818K +$86.5K +4,161 +12%
BAM
299
Baldrige Asset Management
Pennsylvania
$800K +$8.74K +420 +1%
WF
300
Warner Financial
Maryland
$800K +$16.9K +813 +2%