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Schwab US Large-Cap Value ETF

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
Net Calls
+$691K
Net Calls Change
-$936K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
426
Avity Investment Management
Connecticut
$510K +$5.47K +216 +1%
MCM
427
Mengis Capital Management
Oregon
$509K -$33.5K -1,323 -6%
JPLA
428
Joseph P. Lucia & Associates
New York
$508K -$51.7K -2,040 -9%
MAG
429
Mayfair Advisory Group
Alabama
$507K
GC
430
Gilbert & Cook
Iowa
$503K
PA
431
Prism Advisors
California
$497K -$188K -7,407 -27%
ZF
432
Zhang Financial
Michigan
$497K -$232K -9,177 -32%
CFFP
433
Center for Financial Planning
Michigan
$495K
NHT
434
New Hampshire Trust
New Hampshire
$489K -$67.8K -2,676 -12%
LNC
435
Lincoln National Corp
Pennsylvania
$487K +$92K +3,633 +23%
DWT
436
Dorsey & Whitney Trust
South Dakota
$483K
PCA
437
Prosperity Capital Advisors
Ohio
$480K +$200K +7,896 +71%
KA
438
Klingman & Associates
New York
$477K -$50.8K -2,007 -10%
YIH
439
Y-Intercept (HK)
Hong Kong
$475K +$475K +18,759 New
WFA
440
WMG Financial Advisors
Tennessee
$474K +$474K +18,735 New
SMA
441
Sage Mountain Advisors
Georgia
$474K +$396K +15,618 +503%
CWM
442
Cadence Wealth Management
Massachusetts
$470K -$40.3K -1,590 -8%
RCM
443
Radnor Capital Management
Pennsylvania
$461K
WG
444
Wealth Group
North Carolina
$461K +$461K +18,189 New
PAMG
445
Patton Albertson Miller Group
Tennessee
$460K
BBW
446
Blue Barn Wealth
Utah
$460K -$76.9K -3,036 -14%
Stifel Financial
447
Stifel Financial
Missouri
$453K -$21.1K -834 -4%
WMG
448
WESCAP Management Group
California
$450K -$19.5K -771 -4%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$449K +$25.5K +1,008 +6%
CW
450
CIC Wealth
Maryland
$447K