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Schwab US Large-Cap Value ETF

723 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.95% more ownership

Funds ownership: 214.2%219.15% (+4.9%)

12% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 260

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$86.9M
2 -$25.2M
3 -$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$1.51M
277
$1.48M
278
$1.48M
279
$1.48M
280
$1.44M
281
$1.42M
282
$1.41M
283
$1.4M
284
$1.4M
285
$1.39M
286
$1.39M
287
$1.38M
288
$1.35M
289
$1.34M
290
$1.33M
291
$1.33M
292
$1.3M
293
$1.3M
294
$1.29M
295
$1.28M
296
$1.26M
297
$1.25M
298
$1.24M
299
$1.21M
300
$1.2M