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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
526
$266K
527
$265K
528
$264K
529
$263K
530
$262K
531
$261K
532
$260K
533
$259K
534
$258K
535
$258K
536
$258K
537
$257K
538
$257K
539
$257K
540
$255K
541
$254K
542
$252K
543
$251K
544
$249K
545
$248K
546
$246K
547
$243K
548
$242K
549
$242K
550
$241K