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Schwab US Large-Cap Value ETF

722 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
Holders
722
Holders Change
+81
Holders Change %
+12.64%
% of All Funds
10.58%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
117
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
Net Calls
+$1.63M
Net Calls Change
+$422K
Name Holding Trade Value Shares
Change
Shares
Change %
BL
276
BCWM LLC
Kansas
$1.51M -$64.5K -2,760 -4%
IA
277
IFP Advisors
Florida
$1.48M +$23.6K +1,011 +2%
Corient Private Wealth
278
Corient Private Wealth
Florida
$1.48M -$264K -11,298 -15%
FAM
279
Family Asset Management
South Carolina
$1.48M -$1.79M -76,809 -55%
CCM
280
Condor Capital Management
New Jersey
$1.44M +$324K +13,881 +29%
JC
281
Jentner Corp
Ohio
$1.42M -$157K -6,717 -10%
LAIC
282
Lederer & Associates Investment Counsel
California
$1.41M +$32.7K +1,398 +2%
TIM
283
Tortoise Investment Management
New York
$1.4M -$5.19K -222 -0.4%
SW
284
SteelPeak Wealth
California
$1.4M +$1.4M +59,763 New
BCM
285
Brookstone Capital Management
Illinois
$1.39M +$122K +5,241 +10%
SJIC
286
St. James Investment Company
Texas
$1.39M +$1.39M +59,370 New
PA
287
Parallel Advisors
California
$1.38M -$35.8K -1,530 -3%
ECM
288
Elgethun Capital Management
South Dakota
$1.35M +$7.5K +321 +0.6%
BWM
289
BCGM Wealth Management
Indiana
$1.34M -$54.7K -2,340 -4%
AIM
290
Athena Investment Management
California
$1.33M +$430K +18,411 +48%
GHA
291
GW Henssler & Associates
Georgia
$1.33M +$13.6K +582 +1%
ZIM
292
Zacks Investment Management
Illinois
$1.3M +$44.4K +1,902 +4%
BRWA
293
B. Riley Wealth Advisors
Florida
$1.3M +$223K +9,540 +21%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$1.29M +$6.38K +273 +0.5%
LJAC
295
L.J. Altfest & Co
New York
$1.29M +$37.5K +1,605 +3%
MWA
296
Monograph Wealth Advisors
California
$1.26M
AFTS
297
American Financial & Tax Strategies
New York
$1.25M +$1.25M +107,868 New
FPAS
298
Focus Partners Advisor Solutions
Missouri
$1.24M -$68.3K -2,925 -5%
LIWM
299
Long Island Wealth Management
New York
$1.21M +$1.21M +51,756 New
CI
300
Conning Inc
Connecticut
$1.2M