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Schwab US Large-Cap Value ETF

722 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, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+81
Holders Change %
+12.64%
% of All Funds
10.58%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
117
Increased
230
Reduced
260
Closed
30
Calls
$1.63M
Puts
Net Calls
+$1.63M
Net Calls Change
+$422K
Name Holding Trade Value Shares
Change
Shares
Change %
IFPL
551
Investments & Financial Planning LLC
Kentucky
$240K -$911 -39 -0.4%
APG
552
Abacus Planning Group
South Carolina
$238K +$2.03K +87 +0.9%
AFP
553
Ausdal Financial Partners
Iowa
$237K
WMR
554
Wealth Management Resources
Rhode Island
$237K -$12.6K -540 -5%
CPIG
555
Chicago Partners Investment Group
Illinois
$237K +$628 +27 +0.3%
AA
556
Advisory Alpha
Michigan
$234K +$234K +10,020 New
RWM
557
Ritholtz Wealth Management
New York
$234K +$234K +10,014 New
SC
558
Shearwater Capital
Colorado
$234K
IWP
559
IAG Wealth Partners
Wisconsin
$233K
AIM
560
AMI Investment Management
Indiana
$231K +$231K +9,891 New
SIA
561
SeaBridge Investment Advisors
New Jersey
$231K
M
562
MYeCFO
California
$229K +$229K +9,279 New
FWM
563
Forza Wealth Management
Florida
$228K
B
564
Bensler
Washington
$227K -$13.9K -597 -6%
HC
565
Hamilton Capital
Ohio
$223K +$223K +9,546 New
D
566
Diversified
Delaware
$222K +$222K +9,504 New
MWM
567
Mission Wealth Management
California
$221K -$259K -11,091 -54%
AIM
568
Aspen Investment Management
Michigan
$216K +$216K +9,234 New
LSAG
569
Lake Street Advisors Group
New Hampshire
$215K +$215K +9,201 New
SC
570
Schoolcraft Capital
Colorado
$214K -$4.56K -195 -2%
VCWA
571
Vanguard Capital Wealth Advisors
Colorado
$212K -$58.2K -2,490 -21%
JFGLC
572
Johnson Financial Group LLC (Colorado)
Colorado
$210K +$210K +9,000 New
AC
573
Apella Capital
Connecticut
$209K +$209K +9,024 New
FCM
574
Firestone Capital Management
Florida
$208K +$208K +8,922 New
SNBOSD
575
Security National Bank of So Dak
Iowa
$208K +$208K +8,883 New