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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 %
TVM
501
True Vision MN
Minnesota
$330K -$6.14K -252 -2%
OCPWS
502
One Charles Private Wealth Services
Massachusetts
$329K -$3.12K -123 -0.9%
AWA
503
Acorn Wealth Advisors
Michigan
$326K -$24.2K -957 -7%
MCP
504
Mirador Capital Partners
California
$325K +$45.5K +1,797 +16%
FIA
505
Foundations Investment Advisors
Arizona
$325K -$17.7K -699 -5%
GCM
506
G2 Capital Management
Ohio
$325K
GWA
507
Geometric Wealth Advisors
District of Columbia
$324K +$13.1K +519 +4%
AAM
508
Austin Asset Management
Texas
$323K -$5.7K -225 -2%
SPC
509
Sigma Planning Corp
Michigan
$322K +$322K +12,729 New
AWM
510
Accurate Wealth Management
Florida
$319K -$8.61K -357 -3%
JWM
511
Janiczek Wealth Management
Colorado
$318K
RWM
512
RBA Wealth Management
California
$318K -$13.5K -534 -4%
EA
513
Eudaimonia Advisors
Tennessee
$317K +$317K +12,507 New
TI
514
Truepoint Inc
Ohio
$314K +$314K +12,390 New
BRIA
515
Balanced Rock Investment Advisors
Massachusetts
$314K -$241K -9,510 -43%
IC
516
IEQ Capital
California
$313K
IW
517
Imprint Wealth
South Carolina
$313K +$313K +12,423 New
HCM
518
Hengehold Capital Management
Ohio
$312K +$1.67K +66 +0.5%
EPM
519
Elm Partners Management
Pennsylvania
$311K +$311K +12,285 New
AIA
520
Allied Investment Advisors
Montana
$307K
AIM
521
AHL Investment Management
Florida
$307K
CA
522
Claro Advisors
Massachusetts
$306K -$331K -13,059 -52%
CS
523
Crescent Sterling
Louisiana
$306K +$9.88K +390 +3%
FA
524
FSA Advisors
Michigan
$305K -$2.74K -108 -0.9%
CA
525
Continuum Advisory
Idaho
$304K -$4.09M -164,310 -93%