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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 %
CAM
451
Carret Asset Management
New York
$443K +$7.6K +300 +2%
GA
452
Goldstein Advisors
Wisconsin
$441K +$31K +1,224 +8%
HGERS
453
Householder Group Estate & Retirement Specialist
Arizona
$437K -$49.5K -1,956 -10%
AIS
454
American Investment Services
Massachusetts
$437K -$8.36K -330 -2%
Prudential Financial
455
Prudential Financial
New Jersey
$436K -$710K -28,050 -62%
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$431K -$2.34K -93 -0.5%
VCP
457
Vista Capital Partners
Oregon
$426K -$331K -13,056 -44%
TW
458
TrinityPoint Wealth
Connecticut
$413K +$152 +6 +0%
PGAM
459
Princeton Global Asset Management
New Jersey
$412K
KLI
460
Kelman-Lazarov Inc
Tennessee
$409K -$47K -1,854 -10%
SPWM
461
Schrum Private Wealth Management
Florida
$407K +$152 +6 +0%
TCM
462
TruNorth Capital Management
Michigan
$407K +$407K +16,068 New
LWM
463
Lakeridge Wealth Management
Ohio
$405K -$11.5K -456 -3%
BIM
464
Bridges Investment Management
Nebraska
$404K
IAIM
465
International Assets Investment Management
Florida
$399K -$26.1K -1,038 -6%
DIS
466
Diversified Investment Strategies
Louisiana
$399K -$12.9K -510 -3%
RIM
467
Rockbridge Investment Management
New York
$398K
EP
468
Eudaimonia Partners
Tennessee
$397K +$397K +15,678 New
RC
469
Roundview Capital
New Jersey
$394K -$28.9K -1,143 -7%
MA
470
MONECO Advisors
Connecticut
$394K +$4.03K +159 +1%
HWA
471
HHM Wealth Advisors
Tennessee
$394K -$19.9K -786 -5%
AWM
472
Avior Wealth Management
Nebraska
$391K +$27.6K +1,089 +8%
ML
473
Mayport LLC
Massachusetts
$389K -$1.52K -60 -0.4%
NFG
474
Nations Financial Group
Iowa
$388K -$52K -2,055 -12%
LF
475
LifeSteps Financial
California
$386K -$28.9K -1,140 -7%