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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 %
VF
451
Vawter Financial
Ohio
$422K +$422K +18,048 New
KLI
452
Kelman-Lazarov Inc
Tennessee
$421K
WWM
453
Western Wealth Management
Colorado
$418K +$12.3K +525 +3%
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$415K +$911 +39 +0.2%
CW
455
CIC Wealth
Maryland
$412K -$28K -1,200 -6%
MFG
456
Magnus Financial Group
New York
$411K +$411K +17,601 New
AIS
457
American Investment Services
Massachusetts
$411K
NFG
458
Nations Financial Group
Iowa
$406K -$155K -6,624 -28%
FHA
459
First Horizon Advisors
Tennessee
$404K +$379K +16,218 +1,498%
CIBC Private Wealth Group
460
CIBC Private Wealth Group
Georgia
$402K -$1.05K -45 -0.3%
CAM
461
Carret Asset Management
New York
$401K +$21K +900 +6%
WC
462
Waterloo Capital
Texas
$396K +$2.45K +105 +0.6%
IAIM
463
International Assets Investment Management
Florida
$395K +$395K +16,893 New
RC
464
Roundview Capital
New Jersey
$391K -$1.19K -51 -0.3%
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$390K -$3.01K -129 -0.8%
BMO
466
Beck Mack & Oliver
New York
$387K +$2.73K +117 +0.7%
LWM
467
Lakeridge Wealth Management
Ohio
$384K +$384K +16,440 New
LF
468
LifeSteps Financial
California
$383K -$351 -15 -0.1%
HWA
469
HHM Wealth Advisors
Tennessee
$382K -$187K -7,992 -33%
TW
470
TrinityPoint Wealth
Connecticut
$381K -$52.8K -2,259 -12%
DIS
471
Diversified Investment Strategies
Louisiana
$380K -$27K -1,155 -7%
PGAM
472
Princeton Global Asset Management
New Jersey
$380K -$3.3K -141 -0.9%
GA
473
Goldstein Advisors
Wisconsin
$378K
SPWM
474
Schrum Private Wealth Management
Florida
$376K +$280 +12 +0.1%
BIM
475
Bridges Investment Management
Nebraska
$373K -$701 -30 -0.2%