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Schwab US Large-Cap Value ETF

512 hedge funds and large institutions have $5.55B invested in Schwab US Large-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 204 increasing their positions, 132 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+61
Holders Change %
+13.53%
% of All Funds
9.08%
Holding in Top 10
53
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.19%
% of All Funds
0.94%
New
93
Increased
204
Reduced
132
Closed
23
Calls
$649K
Puts
Net Calls
+$649K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Shares
Change %
First Manhattan
501
First Manhattan
New York
$3K +$3K +171 New
AssetMark Inc
502
AssetMark Inc
California
$2K -$471K -24,024 -100%
BC
503
Barnett & Company
Tennessee
$2K
CCMW
504
Cypress Capital Management (Wyoming)
Wyoming
$1K
CA
505
Clearstead Advisors
Ohio
$1K
NC
506
NewSquare Capital
Pennsylvania
$1K
JFA
507
JNBA Financial Advisors
Minnesota
$1K
NL
508
NVWM LLC
Pennsylvania
$1K
GWMIA
509
Global Wealth Management Investment Advisory
Florida
$1K
WWM
510
Wolff Wiese Magana
California
$1K +$1K +30 New
PCA
511
Providence Capital Advisors
North Carolina
$1K +$1K +54 New
SSB
512
Sandy Spring Bank
Maryland
$1K +$1K +63 New
HI
513
Horizon Investments
North Carolina
-$14M -804,837 Closed
Goldman Sachs
514
Goldman Sachs
New York
-$4.12M -236,673 Closed
GB
515
Gunma Bank
Japan
-$3.76M -216,000 Closed
FAG
516
Financial Advisory Group
Texas
-$694K -39,900 Closed
AWM
517
Aprio Wealth Management
Georgia
-$544K -31,293 Closed
JCM
518
Jacobi Capital Management
Pennsylvania
-$525K -30,174 Closed
VFP
519
Verus Financial Partners
Virginia
-$280K -16,086 Closed
RW
520
RVW Wealth
California
-$254K -14,589 Closed
Jane Street
521
Jane Street
New York
-$247K -14,196 Closed
PIMG
522
Patriot Investment Management Group
Tennessee
-$224K -12,894 Closed
JIP
523
JBJ Investment Partners
South Carolina
-$221K -12,699 Closed
BF
524
BOK Financial
Oklahoma
-$209K -11,988 Closed
NNP
525
Nachman Norwood & Parrott
South Carolina
-$170K -9,762 Closed