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Schwab US Large-Cap Value ETF

724 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, 261 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.95% more ownership

Funds ownership: 214.22%219.17% (+4.9%)

12% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 261

Holders
724
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$86.9M
2 -$25.2M
3 -$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$698K
377
$697K
378
$682K
379
$681K
380
$681K
381
$678K
382
$673K
383
$670K
384
$669K
385
$660K
386
$654K
387
$643K
388
$643K
389
$640K
390
$632K
391
$630K
392
$626K
393
$617K
394
$615K
395
$614K
396
$612K
397
$609K
398
$592K
399
$588K
400
$588K