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Schwab US Large-Cap Value ETF

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
26
MUFG Americas
New York
$30.8M -$1.71M -82,128 -5%
GG
27
GenWealth Group
New Jersey
$30.6M -$1.72M -82,689 -5%
HighTower Advisors
28
HighTower Advisors
Illinois
$30.3M -$1.75K -84 -0%
Wells Fargo
29
Wells Fargo
California
$29.3M -$508K -24,426 -2%
Bank of America
30
Bank of America
North Carolina
$28.9M +$2.94M +141,153 +11%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$28.3M +$2.65M +127,185 +10%
VWA
32
Visionary Wealth Advisors
Illinois
$27.9M +$2.42M +116,250 +9%
FMP
33
Financial Management Professionals
Texas
$26.3M +$9.05M +435,048 +52%
PMG
34
ProVise Management Group
Florida
$26.2M -$97.1K -4,668 -0.4%
FFN
35
Focus Financial Network
Minnesota
$25.6M -$136K -6,558 -0.5%
BA
36
Ballast Advisors
Minnesota
$25.1M +$1.14M +54,621 +5%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.7M +$926K +44,523 +4%
SBL
38
Sargent Bickham Lagudis
Colorado
$22.4M -$485K -23,325 -2%
NFG
39
Nadler Financial Group
Illinois
$20.9M -$382K -18,354 -2%
MM
40
Main Management
California
$20.2M -$321K -15,417 -2%
SA
41
Scarborough Advisors
Maryland
$20M -$278K -13,380 -1%
MFGP
42
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.7M -$58.7K -2,820 -0.3%
CCMG
43
Clark Capital Management Group
Pennsylvania
$19M +$8.64M +415,191 +83%
NCMW
44
Northern Capital Management (Washington)
Washington
$18.5M +$4.73M +227,442 +34%
NQWM
45
Northwest Quadrant Wealth Management
Oregon
$17.9M +$1.33M +63,924 +8%
AIP
46
Almanack Investment Partners
Pennsylvania
$16.8M +$12.1M +583,455 +261%
XF
47
XML Financial
Maryland
$16.5M +$153K +7,377 +0.9%
BPA
48
Beacon Pointe Advisors
California
$16.4M -$477K -22,929 -3%
SAM
49
Summit Asset Management
Tennessee
$16.3M -$785K -37,728 -5%
SFG
50
Sage Financial Group
Pennsylvania
$16.1M +$833K +40,050 +5%