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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
401
$587K
402
$585K
403
$582K
404
$576K
405
$573K
406
$573K
407
$572K
408
$569K
409
$569K
410
$568K
411
$558K
412
$552K
413
$545K
414
$543K
415
$540K
416
$531K
417
$526K
418
$525K
419
$521K
420
$521K
421
$520K
422
$517K
423
$516K
424
$514K
425
$514K