SCHV icon

Schwab US Large-Cap Value ETF

725 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, 262 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.95% more ownership

Funds ownership: 214.23%219.18% (+4.9%)

12% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 262

Holders
725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$81.3M
2 -$23.6M
3 -$17.2M
4
Lido Advisors
Lido Advisors
California
-$14.3M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
501
$310K
502
$307K
503
$306K
504
$305K
505
$303K
506
$299K
507
$299K
508
$293K
509
$293K
510
$289K
511
$287K
512
$286K
513
$286K
514
$284K
515
$283K
516
$283K
517
$279K
518
$278K
519
$277K
520
$274K
521
$273K
522
$270K
523
$269K
524
$266K
525
$266K