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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 %
RWM
501
RBA Wealth Management
California
$306K -$6.45K -276 -2%
CD
502
Chapin Davis
Maryland
$305K +$75.4K +3,225 +33%
AAM
503
Austin Asset Management
Texas
$303K +$9.82K +420 +3%
GCM
504
G2 Capital Management
Ohio
$299K
IGWM
505
ICA Group Wealth Management
Colorado
$299K +$299K +12,804 New
JWM
506
Janiczek Wealth Management
Colorado
$293K -$2.59K -111 -0.9%
PNC Financial Services Group
507
PNC Financial Services Group
Pennsylvania
$293K -$228K -9,744 -44%
IC
508
IEQ Capital
California
$289K +$289K +12,360 New
GWA
509
Geometric Wealth Advisors
District of Columbia
$287K +$7.99K +342 +3%
HCM
510
Hengehold Capital Management
Ohio
$286K +$1.96K +84 +0.7%
TFA
511
Teamwork Financial Advisors
Texas
$286K -$279K -11,946 -49%
FA
512
FSA Advisors
Michigan
$284K +$284K +12,165 New
AIA
513
Allied Investment Advisors
Montana
$283K +$981 +42 +0.3%
AIM
514
AHL Investment Management
Florida
$283K
AIM
515
Acropolis Investment Management
Missouri
$279K -$31.3K -1,341 -10%
RAG
516
RIA Advisory Group
Iowa
$278K +$278K +10,062 New
PFBT
517
Parkside Financial Bank & Trust
Missouri
$277K -$2.8K -120 -1%
CW
518
CreativeOne Wealth
Kansas
$274K +$274K +11,718 New
CS
519
Crescent Sterling
Louisiana
$273K -$5.19K -222 -2%
CAP
520
Columbia Advisory Partners
Washington
$270K +$51.2K +2,193 +23%
CA
521
Cambridge Advisors
Nebraska
$269K +$13K +555 +5%
AIA
522
AIMZ Investment Advisors
California
$266K
I
523
INVST
Indiana
$266K -$185K -7,854 -41%
TWM
524
TriaGen Wealth Management
California
$266K +$1.05K +45 +0.4%
PWA
525
Physician Wealth Advisors
Utah
$265K -$26.2K -1,125 -9%