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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 %
JF
351
Joule Financial
Kentucky
$801K +$11.8K +504 +1%
ATI
352
ARK & TLK Investments
Oklahoma
$796K +$796K +34,050 New
FMWA
353
Forvis Mazars Wealth Advisors
Missouri
$792K -$17.5K -750 -2%
KA
354
Kovack Advisors
Florida
$779K +$1.26K +54 +0.2%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$779K +$86.3K +3,693 +12%
S
356
Sachetta
Massachusetts
$775K +$775K +33,186 New
VFIC
357
Valley Forge Investment Consultants
Pennsylvania
$766K -$1.79M -76,689 -70%
JCIA
358
Jackson Creek Investment Advisors
Colorado
$766K +$6.45K +276 +0.8%
CL
359
Choreo LLC
Illinois
$760K +$69K +2,952 +10%
HI
360
Hoey Investments
Pennsylvania
$758K -$145K -6,222 -16%
CBFP
361
Cedar Brook Financial Partners
Ohio
$758K -$57.9K -2,493 -7%
JIC
362
Johnson Investment Counsel
Ohio
$750K
IF
363
Ironwood Financial
Arizona
$740K +$66.6K +2,850 +10%
EH
364
Equitable Holdings
New York
$732K +$59.1K +2,529 +9%
SWM
365
Schwallier Wealth Management
Michigan
$720K +$720K +30,825 New
BWP
366
Bernardo Wealth Planning
Pennsylvania
$718K
AA
367
Aire Advisors
California
$714K -$8.28K -354 -1%
BFS
368
Burkett Financial Services
South Carolina
$712K +$712K +30,468 New
MAM
369
Marquette Asset Management
Minnesota
$707K -$6.45K -276 -0.9%
VP
370
Verum Partners
North Carolina
$707K -$8.34K -357 -1%
ES
371
ETF Store
Kansas
$706K +$92.5K +3,960 +15%
DADC
372
D.A. Davidson & Co
Montana
$703K +$43.4K +1,857 +7%
CWA
373
CM Wealth Advisors
Ohio
$703K
BJL
374
Brighton Jones LLC
Washington
$700K -$28.8K -1,233 -4%
VCP
375
Vista Capital Partners
Oregon
$698K -$42.7K -1,827 -6%