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Schwab US Large-Cap Value ETF

643 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, 238 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
643
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 -$40.8M
2 -$22.1M
3 -$18.8M
4
Cerity Partners
Cerity Partners
New York
-$16.1M
5
PA
Prism Advisors
California
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$183K
527
$179K
528
$162K
529
$157K
530
$149K
531
$145K
532
$137K
533
$136K
534
$135K
535
$112K
536
$102K
537
$101K
538
$96.4K
539
$96K
540
$91.4K
541
$90K
542
$89K
543
$82.2K
544
$80K
545
$78K
546
$76.3K
547
$71.1K
548
$69.4K
549
$69.4K
550
$69K