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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 %
VFA
301
Valeo Financial Advisors
Indiana
$1.19M -$6.73K -288 -0.6%
PCWA
302
Pacific Capital Wealth Advisors
California
$1.19M -$17.7K -759 -1%
AL
303
Aspiriant LLC
California
$1.18M -$31.7K -1,356 -3%
MOS
304
MGO One Seven
Ohio
$1.18M +$20.1K +861 +2%
GCA
305
Gradient Capital Advisors
California
$1.17M -$10K -429 -0.8%
KHC
306
Koesten Hirschmann & Crabtree
Kansas
$1.17M -$36.1K -1,545 -3%
SWM
307
Seed Wealth Management
Illinois
$1.1M -$15.5K -660 -1%
KAM
308
KEB Asset Management
Illinois
$1.1M +$7.78K +333 +0.7%
BFA
309
Beaumont Financial Advisors
Massachusetts
$1.08M -$480K -20,538 -31%
DI
310
DFPG Investments
Utah
$1.07M -$19.4K -837 -2%
CWC
311
Carolinas Wealth Consulting
North Carolina
$1.07M +$57.4K +2,457 +6%
Prudential Financial
312
Prudential Financial
New Jersey
$1.06M -$602K -25,776 -36%
CWM
313
Cornerstone Wealth Management
Missouri
$1.05M +$14.2K +609 +1%
BIA
314
Bigelow Investment Advisors
Maine
$1.04M +$465K +19,884 +80%
MPM
315
Meritage Portfolio Management
Kansas
$1.03M +$285K +12,216 +38%
TYCC
316
Texas Yale Capital Corp
Florida
$1.02M +$1.26K +54 +0.1%
KJWM
317
Kiley Juergens Wealth Management
Washington
$1.01M +$42.5K +1,818 +4%
WIA
318
World Investment Advisors
California
$1M -$12.4M -530,118 -93%
SCM
319
SOL Capital Management
Maryland
$996K -$5.26K -225 -0.5%
MWM
320
Modera Wealth Management
New Jersey
$995K -$37.9K -1,623 -4%
MCC
321
Money Concepts Capital
Florida
$995K -$25.2K -1,077 -2%
KWM
322
Kolinsky Wealth Management
New Jersey
$970K +$19.3K +828 +2%
NL
323
NWAM LLC
Washington
$959K +$959K +41,043 New
CAAM
324
Cornerstone Advisors Asset Management
Pennsylvania
$955K +$402K +17,217 +73%
GM
325
GeoWealth Management
Illinois
$951K +$951K +40,716 New