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Schwab US Large-Cap Value ETF

811 hedge funds and large institutions have $9.85B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 290 increasing their positions, 277 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+32
Holders Change %
+4.11%
% of All Funds
10.79%
Holding in Top 10
73
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.74%
% of All Funds
0.97%
New
104
Increased
290
Reduced
277
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
526
Smartleaf Asset Management
Massachusetts
$369K +$214K +8,256 +139%
MLA
527
My Legacy Advisors
Oregon
$366K +$366K +13,816 New
TLA
528
Tanglewood Legacy Advisors
Texas
$364K
RI
529
Ridgewood Investments
New Jersey
$360K +$188K +7,197 +109%
LIA
530
Lynx Investment Advisory
District of Columbia
$357K +$115K +4,428 +48%
Legacy Financial Group (Iowa)
531
Legacy Financial Group (Iowa)
Iowa
$357K +$357K +13,695 New
TVM
532
True Vision MN
Minnesota
$356K +$443 +17 +0.1%
DWM
533
DecisionMap Wealth Management
Virginia
$356K +$356K +13,656 New
IAIM
534
International Assets Investment Management
Florida
$353K +$353K +13,571 New
IWN
535
Independent Wealth Network
Iowa
$352K +$352K +13,517 New
MCP
536
Mirador Capital Partners
California
$352K +$10.1K +387 +3%
HWA
537
HHM Wealth Advisors
Tennessee
$352K -$13.2K -508 -4%
CAL
538
Capital Analysts LLC
Pennsylvania
$351K +$75.8K +2,904 +28%
ABC
539
Associated Banc-Corp
Wisconsin
$351K +$261 +10 +0.1%
PIMG
540
Patriot Investment Management Group
Tennessee
$350K -$16.3K -626 -4%
USCWA
541
U.S. Capital Wealth Advisors
Texas
$350K +$103K +3,945 +42%
Citigroup
542
Citigroup
New York
$348K -$117K -4,469 -25%
TC
543
Tenret Company
Florida
$348K
WP
544
Westmount Partners
California
$346K -$26 -1 -0%
GWA
545
Geometric Wealth Advisors
District of Columbia
$344K +$7.59K +291 +2%
GLA
546
Good Life Advisors
Pennsylvania
$343K +$138K +5,275 +67%
FFA
547
Fi3 Financial Advisors
Indiana
$341K
ML
548
Mayport LLC
Massachusetts
$340K
BI
549
Bradyco Inc
Massachusetts
$335K +$335K +12,859 New
GCM
550
G2 Capital Management
Ohio
$334K