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Schwab US Large-Cap Value ETF

644 hedge funds and large institutions have $6.7B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 239 increasing their positions, 256 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

48% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 61

Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$85.1M
2 -$42.7M
3 -$22.1M
4
Cerity Partners
Cerity Partners
New York
-$16.9M
5
PA
Prism Advisors
California
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$186K
527
$183K
528
$179K
529
$162K
530
$157K
531
$149K
532
$145K
533
$137K
534
$136K
535
$135K
536
$112K
537
$102K
538
$101K
539
$96.4K
540
$96K
541
$91.4K
542
$90K
543
$89K
544
$82.2K
545
$80K
546
$78K
547
$76.3K
548
$71.1K
549
$69.4K
550
$69.4K