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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 %
HI
351
Hoey Investments
Pennsylvania
$814K -$6.91K -273 -0.8%
MIA
352
Milestone Investment Advisors
Wisconsin
$795K -$115K -4,560 -13%
BWP
353
Bernardo Wealth Planning
Pennsylvania
$784K +$6.54K +258 +0.8%
MPM
354
Meritage Portfolio Management
Kansas
$780K -$336K -13,284 -30%
AA
355
Aire Advisors
California
$777K +$3.12K +123 +0.4%
S
356
Sachetta
Massachusetts
$775K
BFS
357
Burkett Financial Services
South Carolina
$773K +$1.75K +69 +0.2%
RDWM
358
Red Door Wealth Management
Tennessee
$773K +$18.2K +720 +2%
SWM
359
Schwallier Wealth Management
Michigan
$773K -$7.6K -300 -1%
VST
360
Van Strum & Towne
California
$768K +$41.8K +1,650 +6%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$768K -$76.7K -3,027 -9%
SOS
362
Silver Oak Securities
Tennessee
$765K +$27K +1,068 +4%
CFG
363
Clayton Financial Group
Missouri
$762K +$762K +30,105 New
DADC
364
D.A. Davidson & Co
Montana
$762K
NL
365
NWAM LLC
Washington
$759K -$279K -11,040 -27%
DAS
366
Diversify Advisory Services
Utah
$756K +$756K +30,009 New
IF
367
Ironwood Financial
Arizona
$749K -$53K -2,091 -7%
CWA
368
CM Wealth Advisors
Ohio
$741K
KFA
369
Kelleher Financial Advisors
New York
$740K +$106K +4,200 +17%
ACA
370
Atlas Capital Advisors
Wyoming
$739K
GWM
371
GSB Wealth Management
Connecticut
$736K -$220K -8,685 -23%
CAP
372
Columbia Advisory Partners
Washington
$735K +$442K +17,460 +151%
MAM
373
Marquette Asset Management
Minnesota
$729K -$37.6K -1,485 -5%
UB
374
UMB Bank
Missouri
$727K -$7.6K -300 -1%
GT
375
Greenleaf Trust
Michigan
$726K