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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 %
KA
551
Kozak & Associates
Colorado
$57K -$124 -6 -0.2%
CPFP
552
Clear Perspectives Financial Planning
Ohio
$56K
NIC
553
Northwest Investment Counselors
Oregon
$52K
VVP
554
Venture Visionary Partners
Ohio
$51.1K +$51.1K +2,454 New
LFA
555
Level Financial Advisors
New York
$50K -$13.6K -651 -21%
M
556
MOTCO
Texas
$47K
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$40K +1,935 +576%
BCMLT
558
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K
ICM
559
Islay Capital Management
Texas
$45K -$37.5K -1,800 -45%
VCM
560
Versant Capital Management
Arizona
$45K +$12.8K +621 +40%
CIA
561
Cascade Investment Advisors
Oregon
$44.4K +$125 +6 +0.3%
AIA
562
Armor Investment Advisors
North Carolina
$44K
CCP
563
Clarkston Capital Partners
Michigan
$44K +$1.18K +57 +3%
MAWCM
564
Mine & Arao Wealth Creation & Management
California
$41K +$252 +12 +0.6%
VNA
565
Valley National Advisers
Pennsylvania
$41K +$28.5K +1,341 +227%
AWM
566
Atticus Wealth Management
Florida
$40K
AC
567
AlphaCore Capital
California
$40K +$62 +3 +0.2%
BFPW
568
BOK Financial Private Wealth
Colorado
$40K +$40K +1,941 New
SSB
569
Sandy Spring Bank
Maryland
$38K +$3.16K +150 +9%
GIA
570
Goodwin Investment Advisory
Georgia
$37.2K -$2.12K -102 -5%
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$37K -$10.6K -513 -22%
AssetMark Inc
572
AssetMark Inc
California
$35K -$779K -37,809 -96%
NL
573
NVWM LLC
Pennsylvania
$35K
PK
574
Pflug Koory
Nebraska
$32K +$10K +480 +46%
BCM
575
Blume Capital Management
California
$31K