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Schwab US Large-Cap Value ETF

724 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, 261 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: 214.22%219.17% (+4.9%)

12% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 261

Holders
724
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 -$86.9M
2 -$25.2M
3 -$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
551
$240K
552
$240K
553
$238K
554
$237K
555
$237K
556
$237K
557
$234K
558
$234K
559
$234K
560
$233K
561
$231K
562
$231K
563
$229K
564
$228K
565
$227K
566
$223K
567
$222K
568
$221K
569
$216K
570
$215K
571
$214K
572
$212K
573
$210K
574
$209K
575
$208K