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Schwab US Large-Cap Value ETF

565 hedge funds and large institutions have $6.05B invested in Schwab US Large-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 248 increasing their positions, 181 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
9.92%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.98%
New
35
Increased
248
Reduced
181
Closed
23
Calls
$256K
Puts
Net Calls
+$256K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
401
TD Ameritrade Investment Management
Nebraska
$281K +$139K +8,010 +98%
AWA
402
Arkadios Wealth Advisors
Georgia
$280K -$50.4K -2,250 -15%
CAM
403
Carret Asset Management
New York
$280K
YIA
404
YHB Investment Advisors
Connecticut
$276K +$14.2K +630 +5%
BFPW
405
BOK Financial Private Wealth
Colorado
$275K
AIA
406
AIMZ Investment Advisors
California
$272K
Lido Advisors
407
Lido Advisors
California
$269K -$2.4K -105 -0.9%
ZIM
408
Zacks Investment Management
Illinois
$267K -$189K -8,412 -41%
OIA
409
Optimum Investment Advisors
Illinois
$266K -$9.65K -429 -4%
TWM
410
TriaGen Wealth Management
California
$266K
CFS
411
CRA Financial Services
New Jersey
$262K +$14.7K +654 +6%
IWC
412
Integrated Wealth Concepts
Massachusetts
$262K +$31.2K +1,389 +14%
AWA
413
Acorn Wealth Advisors
Michigan
$258K +$22.5K +999 +10%
IWP
414
IAG Wealth Partners
Wisconsin
$255K
IWA
415
Intercontinental Wealth Advisors
Texas
$250K
PCA
416
Personal Capital Advisors
California
$248K -$12.6K -561 -5%
NQWM
417
Northwest Quadrant Wealth Management
Oregon
$247K +$33.4K +1,464 +16%
LC
418
Landaas & Company
Wisconsin
$244K
NA
419
NewEdge Advisors
Louisiana
$244K +$3.37K +150 +1%
AC
420
Apella Capital
Connecticut
$243K
VWA
421
V Wealth Advisors
Kansas
$242K +$20.4K +906 +9%
FFWM
422
Future Financial Wealth Management
Ohio
$239K
Fisher Asset Management
423
Fisher Asset Management
Washington
$236K +$236K +10,491 New
BF
424
BOK Financial
Oklahoma
$236K +$236K +10,503 New
MC
425
Montag & Caldwell
Georgia
$235K