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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 %
RDWM
376
Red Door Wealth Management
Tennessee
$697K +$1.89K +81 +0.3%
ACA
377
Atlas Capital Advisors
Wyoming
$682K -$14.4K -618 -2%
SOS
378
Silver Oak Securities
Tennessee
$681K +$121K +5,196 +22%
AA
379
Alesco Advisors
New York
$681K -$585K -25,020 -46%
UB
380
UMB Bank
Missouri
$678K +$61.3K +2,625 +10%
ZF
381
Zhang Financial
Michigan
$673K -$141K -6,045 -17%
VST
382
Van Strum & Towne
California
$670K +$128K +5,472 +24%
GT
383
Greenleaf Trust
Michigan
$669K
LPAM
384
Lodestar Private Asset Management
California
$660K -$3.23K -138 -0.5%
SFG
385
Sovereign Financial Group
Connecticut
$654K -$79.4K -3,399 -11%
ASI
386
Advisory Services & Investments
Oregon
$643K
NA
387
NewEdge Advisors
Louisiana
$643K +$368K +15,759 +134%
PP
388
Pegasus Partners
Wisconsin
$640K
PA
389
Prism Advisors
California
$632K -$13K -558 -2%
WAM
390
WNY Asset Management
New York
$630K -$302K -12,933 -32%
LWM
391
Ledge Wealth Management
Minnesota
$626K +$4.42K +189 +0.7%
PGFC
392
Peapack-Gladstone Financial Corp
New Jersey
$617K -$20.4K -873 -3%
RFA
393
Resurgent Financial Advisors
Georgia
$615K -$252K -10,764 -29%
WDL
394
Well Done LLC
Michigan
$614K
CIP
395
Capital Insight Partners
Arizona
$612K -$1.47K -63 -0.2%
MC
396
Montag & Caldwell
Georgia
$609K +$25.9K +1,107 +4%
GWM
397
Gray Wealth Management
Maine
$592K -$98.4K -4,209 -14%
CA
398
CoreCap Advisors
Michigan
$588K +$588K +25,170 New
CA
399
Claro Advisors
Massachusetts
$588K -$1.15M -49,002 -66%
AFAS
400
Acorn Financial Advisory Services
Virginia
$587K -$70.1K -3,009 -11%