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Schwab US Large-Cap Value ETF

820 hedge funds and large institutions have $9.88B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 290 increasing their positions, 279 reducing their positions, and 56 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% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 279

150.03% less ownership

Funds ownership: 223.28%73.25% (-150%)

Holders
820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.8M
2 +$44.6M
3 +$37M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
AAS
Avantax Advisory Services
Texas
+$14.8M

Top Sellers

1 -$176M
2 -$82.8M
3 -$71.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40.7M
5
MA
Mutual Advisors
Nebraska
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$903K
377
$900K
378
$898K
379
$894K
380
$892K
381
$887K
382
$878K
383
$877K
384
$876K
385
$874K
386
$871K
387
$863K
388
$858K
389
$856K
390
$855K
391
$850K
392
$850K
393
$836K
394
$834K
395
$829K
396
$816K
397
$810K
398
$807K
399
$798K
400
$796K