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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 %
WC
476
Waterloo Capital
Texas
$385K -$44.9K -1,773 -10%
I
477
INVST
Indiana
$381K +$97.1K +3,855 +34%
IF
478
Intrua Financial
Texas
$380K +$1.44K +57 +0.4%
SIA
479
Soltis Investment Advisors
Utah
$380K
MWM
480
Mission Wealth Management
California
$380K +$140K +5,517 +58%
AAS
481
Ameritas Advisory Services
Nebraska
$377K +$108K +4,338 +40%
MLA
482
My Legacy Advisors
Oregon
$365K -$4.33K -171 -1%
IAA
483
Independent Advisor Alliance
North Carolina
$363K
MFC
484
Morris Financial Concepts
South Carolina
$363K -$107K -4,224 -23%
TLA
485
Tanglewood Legacy Advisors
Texas
$353K
PIMG
486
Patriot Investment Management Group
Tennessee
$353K -$2.81K -111 -0.8%
CIA
487
Cascade Investment Advisors
Oregon
$349K +$349K +13,782 New
AssetMark Inc
488
AssetMark Inc
California
$348K +$162K +6,396 +87%
PWMG
489
Prestige Wealth Management Group
New Jersey
$347K -$76 -3 -0%
CGFA
490
Colton Groome Financial Advisors
North Carolina
$346K -$37.4K -1,476 -10%
PWM
491
Penobscot Wealth Management
Maine
$346K +$346K +13,668 New
CPIG
492
Chicago Partners Investment Group
Illinois
$345K +$95.5K +3,903 +38%
WW
493
Waterfront Wealth
Kansas
$341K +$1.68K +69 +0.5%
KC
494
Kades & Cheifetz
Pennsylvania
$341K -$138K -5,433 -29%
ABC
495
Associated Banc-Corp
Wisconsin
$341K
IGWM
496
ICA Group Wealth Management
Colorado
$338K +$14.1K +558 +4%
TC
497
Tenret Company
Florida
$338K
WP
498
Westmount Partners
California
$336K -$2.51K -99 -0.7%
IP
499
Ignite Planners
California
$333K +$76 +3 +0%
WP
500
Wealthspan Partners
Iowa
$332K +$332K +13,098 New