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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 %
GAA
301
Guardian Asset Advisors
Pennsylvania
$1.18M -$638K -25,176 -35%
KJWM
302
Kiley Juergens Wealth Management
Washington
$1.17M +$73.8K +2,913 +7%
CWC
303
Carolinas Wealth Consulting
North Carolina
$1.17M +$11.1K +438 +1%
CCM
304
Condor Capital Management
New Jersey
$1.16M -$398K -15,732 -26%
CA
305
CGN Advisors
Kansas
$1.14M +$203K +8,022 +22%
WIA
306
World Investment Advisors
California
$1.14M +$54.5K +2,151 +5%
SPIA
307
Steward Partners Investment Advisory
New York
$1.14M +$159K +6,285 +16%
TYCC
308
Texas Yale Capital Corp
Florida
$1.1M +$1.06K +42 +0.1%
RFA
309
Resurgent Financial Advisors
Georgia
$1.09M +$425K +16,785 +64%
SCM
310
SOL Capital Management
Maryland
$1.08M -$2.66K -105 -0.2%
MCC
311
Money Concepts Capital
Florida
$1.07M -$11.6K -459 -1%
LWM
312
LongView Wealth Management
Georgia
$1.06M +$175K +6,915 +20%
MWM
313
Modera Wealth Management
New Jersey
$1.04M -$37.2K -1,467 -3%
CAAM
314
Cornerstone Advisors Asset Management
Pennsylvania
$1.04M +$2.81K +111 +0.3%
SWM
315
Spire Wealth Management
Virginia
$1.03M +$22.9K +906 +2%
BFA
316
Beaumont Financial Advisors
Massachusetts
$1.02M -$155K -6,120 -13%
ACA
317
Aptus Capital Advisors
Alabama
$1.01M +$928K +36,660 +1,136%
AWM
318
AE Wealth Management
Kansas
$1M -$1.7M -67,317 -63%
PCMC
319
Private Capital Management (Colorado)
Colorado
$996K -$6.69K -264 -0.7%
BIA
320
Bigelow Investment Advisors
Maine
$990K -$139K -5,490 -12%
BRWA
321
B. Riley Wealth Advisors
Florida
$990K -$205K -9,540 -17%
MOS
322
MGO One Seven
Ohio
$989K -$286K -11,277 -22%
MCCA
323
Mill Creek Capital Advisors
Pennsylvania
$983K +$65.4K +2,583 +7%
AIM
324
Athena Investment Management
California
$982K -$457K -18,051 -32%
WCM
325
Whitener Capital Management
North Carolina
$975K +$37.7K +1,488 +4%