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Schwab US Large-Cap Value ETF

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
526
TD Ameritrade Investment Management
Nebraska
$98K -$28.7K -1,377 -23%
FCA
527
FinTrust Capital Advisors
South Carolina
$97K -$18.8K -873 -16%
CCM
528
Covington Capital Management
California
$96K -$8.85K -423 -8%
ACA
529
Aptus Capital Advisors
Alabama
$96K +$28.9K +1,389 +43%
TFS
530
TrustCore Financial Services
Tennessee
$93K -$11.4K -546 -11%
PB
531
Pinnacle Bancorp
Nebraska
$92K -$15.5K -744 -14%
FFA
532
Founders Financial Alliance
North Carolina
$88K +$88K +4,215 New
HDIM
533
Hanson & Doremus Investment Management
Vermont
$87K
SA
534
SRH Advisors
Kansas
$86K
RF
535
Robbins Farley
New Hampshire
$84K +$9.29K +447 +12%
S
536
SignatureFD
Georgia
$82K
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$81K +$43.5K +2,103 +116%
IRC
538
Investors Research Corp
Georgia
$80K
CWM
539
Curi Wealth Management
North Carolina
$79K +$63 +3 +0.1%
Citigroup
540
Citigroup
New York
$79K +$14.6K +699 +23%
QCG
541
Quadrant Capital Group
Ohio
$77K
HI
542
Hudock Inc
Pennsylvania
$72K +$435 +21 +0.6%
AIA
543
Arcadia Investment Advisors
Idaho
$69.3K
FSWA
544
Financial Synergies Wealth Advisors
Texas
$67.1K +$67.1K +3,225 New
GWANC
545
Guardian Wealth Advisors (North Carolina)
North Carolina
$67K +$67K +3,228 New
HR
546
Howe & Rusling
New York
$66K +$434 +21 +0.7%
MHR
547
Matthew Hamilton Rosenberg
$63K
CFB
548
Cullen/Frost Bankers
Texas
$60K -$12.2K -585 -17%
AA
549
Ancora Advisors
Ohio
$60K +$4.15K +198 +7%
EK
550
Evensky & Katz
Florida
$59K +$376 +18 +0.6%