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Schwab US Large-Cap Value ETF

811 hedge funds and large institutions have $9.85B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 290 increasing their positions, 277 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+32
Holders Change %
+4.11%
% of All Funds
10.79%
Holding in Top 10
73
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.74%
% of All Funds
0.97%
New
104
Increased
290
Reduced
277
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AT
376
American Trust
Kentucky
$894K +$894K +34,290 New
VCWA
377
Vanguard Capital Wealth Advisors
Colorado
$892K -$23.5K -903 -3%
SWM
378
Sculati Wealth Management
Michigan
$887K -$57.6K -2,208 -6%
QPWM
379
Quadrant Private Wealth Management
Pennsylvania
$878K +$57.1K +2,192 +7%
BL
380
BFSG LLC
California
$877K -$22.5K -863 -3%
CWM
381
Chesapeake Wealth Management
Virginia
$876K +$12.4K +475 +1%
BFA
382
Beaumont Financial Advisors
Massachusetts
$874K -$4.22K -162 -0.5%
PWM
383
Partners Wealth Management
California
$871K +$871K +33,415 New
JIC
384
Johnson Investment Counsel
Ohio
$863K +$9.78K +375 +1%
SWA
385
Sax Wealth Advisors
New Jersey
$858K
ATI
386
ARK & TLK Investments
Oklahoma
$856K
WI
387
Westbourne Investments
Virginia
$855K +$855K +32,778 New
S
388
Sachetta
Massachusetts
$850K
MC
389
Montag & Caldwell
Georgia
$850K -$8.32K -319 -1%
MIA
390
Milestone Investment Advisors
Wisconsin
$836K +$24.1K +923 +3%
SEIA
391
Signature Estate & Investment Advisors
California
$834K -$9.85K -378 -1%
ONB
392
Old National Bancorp
Indiana
$829K +$249K +9,546 +43%
WA
393
WBH Advisory
Maryland
$816K -$5.74K -220 -0.7%
BFS
394
Burkett Financial Services
South Carolina
$810K +$4.9K +188 +0.6%
T
395
Transce3nd
Texas
$807K +$807K +30,939 New
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$798K +$149K +5,699 +23%
RDWM
397
Red Door Wealth Management
Tennessee
$796K +$1.46K +56 +0.2%
GT
398
Greenleaf Trust
Michigan
$789K +$41.8K +1,605 +6%
CWA
399
CM Wealth Advisors
Ohio
$784K
Comerica Bank
400
Comerica Bank
Texas
$783K +$142K +5,465 +22%