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Schwab US Large-Cap Value ETF

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
Net Calls
+$691K
Net Calls Change
-$936K
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
276
Jane Street
New York
$1.5M +$1.5M +59,067 New
PA
277
Parallel Advisors
California
$1.49M +$152 +6 +0%
ECM
278
Elgethun Capital Management
South Dakota
$1.49M +$31.7K +1,257 +2%
AF
279
Advisornet Financial
Minnesota
$1.47M -$279K -11,004 -16%
PCWA
280
Pacific Capital Wealth Advisors
California
$1.46M +$168K +6,645 +13%
BWM
281
BCGM Wealth Management
Indiana
$1.44M -$15.3K -606 -1%
GHA
282
GW Henssler & Associates
Georgia
$1.44M -$3.5K -138 -0.2%
LJAC
283
L.J. Altfest & Co
New York
$1.4M +$9.42K +372 +0.7%
MWA
284
Monograph Wealth Advisors
California
$1.36M
WPW
285
Watershed Private Wealth
Illinois
$1.33M -$330K -13,035 -20%
WA
286
WBH Advisory
Maryland
$1.33M -$620K -24,492 -32%
PAS
287
Park Avenue Securities
New York
$1.31M -$700K -27,657 -35%
FFA
288
Farther Finance Advisors
California
$1.28M -$491K -19,503 -28%
SF
289
Summit Financial
New Jersey
$1.25M -$3.47M -137,100 -73%
AL
290
Aspiriant LLC
California
$1.25M -$36.3K -1,434 -3%
KHC
291
Koesten Hirschmann & Crabtree
Kansas
$1.24M -$27K -1,068 -2%
GCA
292
Gradient Capital Advisors
California
$1.23M -$46.2K -1,824 -4%
LIWM
293
Long Island Wealth Management
New York
$1.22M -$88.2K -3,480 -7%
VFA
294
Valeo Financial Advisors
Indiana
$1.22M -$30.7K -1,251 -2%
CWM
295
Cornerstone Wealth Management
Missouri
$1.21M +$69.8K +2,757 +6%
FAM
296
Family Asset Management
South Carolina
$1.2M -$402K -15,873 -25%
ZIM
297
Zacks Investment Management
Illinois
$1.2M -$212K -8,373 -15%
KAM
298
KEB Asset Management
Illinois
$1.19M +$6.23K +246 +0.5%
SWM
299
Seed Wealth Management
Illinois
$1.19M
KWM
300
Kolinsky Wealth Management
New Jersey
$1.18M +$130K +5,136 +12%