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Schwab US Large-Cap Value ETF

644 hedge funds and large institutions have $6.7B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 239 increasing their positions, 256 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

48% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 61

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$85.1M
2 -$42.7M
3 -$22.1M
4
Cerity Partners
Cerity Partners
New York
-$16.9M
5
PA
Prism Advisors
California
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$320K
452
$318K
453
$316K
454
$303K
455
$302K
456
$300K
457
$296K
458
$295K
459
$295K
460
$290K
461
$289K
462
$288K
463
$287K
464
$285K
465
$285K
466
$278K
467
$276K
468
$275K
469
$275K
470
$273K
471
$272K
472
$271K
473
$270K
474
$266K
475
$263K