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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 %
PCMC
326
Private Capital Management (Colorado)
Colorado
$925K +$4.84K +207 +0.5%
SWM
327
Spire Wealth Management
Virginia
$920K -$4.6K -198 -0.5%
CFGS
328
Concourse Financial Group Securities
Alabama
$917K -$2.89M -123,672 -76%
CFD
329
Creative Financial Designs
Indiana
$916K -$168K -7,182 -15%
SPIA
330
Steward Partners Investment Advisory
New York
$903K -$5.96K -255 -0.7%
HTC
331
Haverford Trust Company
Pennsylvania
$882K
GWM
332
GSB Wealth Management
Connecticut
$882K +$150K +6,429 +21%
Comerica Bank
333
Comerica Bank
Texas
$877K +$261K +11,190 +42%
MSWMA
334
Market Street Wealth Management Advisors
Indiana
$876K -$218K -9,348 -20%
CCWM
335
Cassaday & Co Wealth Management
Virginia
$870K -$387K -16,566 -31%
CAG
336
Csenge Advisory Group
Florida
$869K +$417K +17,856 +92%
CA
337
CGN Advisors
Kansas
$868K -$225K -9,627 -21%
WCM
338
Whitener Capital Management
North Carolina
$864K -$63K -2,697 -7%
SWA
339
Sax Wealth Advisors
New Jersey
$863K -$9.81K -420 -1%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$860K +$411K +17,559 +92%
BC
341
Bartlett & Co
Ohio
$860K +$411K +17,559 +92%
BL
342
BFSG LLC
California
$851K -$19.8K -849 -2%
MCCA
343
Mill Creek Capital Advisors
Pennsylvania
$847K +$847K +36,228 New
WANY
344
Wealthspire Advisors (New York)
New York
$844K -$88.5K -3,786 -9%
MIA
345
Milestone Investment Advisors
Wisconsin
$840K
NCM
346
Northwest Capital Management
Oregon
$838K -$372K -15,909 -31%
LWM
347
LongView Wealth Management
Georgia
$813K +$813K +34,932 New
Bank of Montreal
348
Bank of Montreal
Ontario, Canada
$809K +$8.3K +354 +1%
CWM
349
Chesapeake Wealth Management
Virginia
$808K -$220K -9,405 -21%
BDFN
350
Bond & Devick Financial Network
Minnesota
$802K