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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 %
KFA
401
Kelleher Financial Advisors
New York
$585K
NAMNJ
402
NorthStar Asset Management (New Jersey)
New Jersey
$582K +$582K +24,927 New
MCM
403
MidAtlantic Capital Management
Virginia
$576K +$576K +24,642 New
MAM
404
Marotta Asset Management
Virginia
$573K -$29.9K -1,278 -5%
SW
405
SkyOak Wealth
Michigan
$573K -$2.73K -117 -0.5%
William Blair & Company
406
William Blair & Company
Illinois
$572K -$21.6K -924 -4%
TCM
407
Towercrest Capital Management
Pennsylvania
$569K
AWMG
408
Alliance Wealth Management Group
New Jersey
$569K +$569K +24,366 New
BFG
409
Berger Financial Group
Minnesota
$568K -$6.73K -288 -1%
SQA
410
Simon Quick Advisors
New Jersey
$558K +$3.93K +168 +0.7%
LF
411
Lantz Financial
Illinois
$552K
SSWM
412
Smith Salley Wealth Management
North Carolina
$545K -$68.2K -2,919 -11%
FWM
413
Fonville Wealth Management
Virginia
$543K +$543K +23,223 New
RWP
414
Revolve Wealth Partners
New Jersey
$540K -$6.45K -276 -1%
RG
415
Retirement Group
California
$531K -$3.08K -132 -0.6%
SAG
416
SageView Advisory Group
California
$526K -$963K -40,674 -65%
SSW
417
Stone Summit Wealth
Florida
$525K +$4.91K +210 +0.9%
PL
418
Plancorp LLC
Missouri
$521K -$70 -3 -0%
SBIA
419
Sheaff Brock Investment Advisors
Indiana
$521K -$70.1K -3,000 -12%
ONB
420
Old National Bancorp
Indiana
$520K -$60.9K -2,607 -10%
JPLA
421
Joseph P. Lucia & Associates
New York
$517K -$264K -11,298 -34%
FWS
422
FinDec Wealth Services
California
$516K -$151K -6,483 -23%
NHT
423
New Hampshire Trust
New Hampshire
$514K +$64K +2,739 +14%
BMCM
424
Bryn Mawr Capital Management
Pennsylvania
$514K -$115K -4,905 -18%
BRIA
425
Balanced Rock Investment Advisors
Massachusetts
$512K +$512K +21,897 New