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Schwab US Large-Cap Value ETF

820 hedge funds and large institutions have $9.88B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 290 increasing their positions, 279 reducing their positions, and 56 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% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 279

150.03% less ownership

Funds ownership: 223.28%73.25% (-150%)

Holders
820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.8M
2 +$44.6M
3 +$37M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
AAS
Avantax Advisory Services
Texas
+$14.8M

Top Sellers

1 -$176M
2 -$82.8M
3 -$71.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40.7M
5
MA
Mutual Advisors
Nebraska
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$1.92M
277
$1.9M
278
$1.86M
279
$1.82M
280
$1.8M
281
$1.79M
282
$1.78M
283
$1.78M
284
$1.77M
285
$1.76M
286
$1.76M
287
$1.74M
288
$1.7M
289
$1.67M
290
$1.63M
291
$1.61M
292
$1.6M
293
$1.59M
294
$1.59M
295
$1.59M
296
$1.57M
297
$1.56M
298
$1.55M
299
$1.54M
300
$1.53M