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Schwab US Large-Cap Value ETF

642 hedge funds and large institutions have $6.69B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 238 increasing their positions, 255 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

48% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 61

Holders
642
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$40.8M
2 -$22.1M
3 -$18.8M
4
Cerity Partners
Cerity Partners
New York
-$16.1M
5
PA
Prism Advisors
California
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$858K
302
$857K
303
$857K
304
$855K
305
$853K
306
$846K
307
$837K
308
$836K
309
$830K
310
$825K
311
$811K
312
$803K
313
$801K
314
$797K
315
$793K
316
$789K
317
$773K
318
$772K
319
$754K
320
$748K
321
$744K
322
$737K
323
$725K
324
$718K
325
$716K