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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 %
WI
576
Wintrust Investments
Illinois
$206K +$206K +8,808 New
OWM
577
OneAscent Wealth Management
Alabama
$206K +$206K +8,820 New
WFAG
578
Wescott Financial Advisory Group
Pennsylvania
$205K +$205K +8,784 New
SIC
579
Salem Investment Counselors
North Carolina
$202K
AWA
580
Arkadios Wealth Advisors
Georgia
$202K -$50K -2,139 -20%
MC
581
Matisse Capital
Oregon
$201K +$201K +8,604 New
JWA
582
JFS Wealth Advisors
Pennsylvania
$199K
FWM
583
Focused Wealth Management
New York
$196K +$1.33K +57 +0.7%
SIS
584
Strategic Investment Solutions
Illinois
$193K -$12.4M -532,674 -98%
AIM
585
Anchor Investment Management
South Carolina
$183K -$329K -14,094 -64%
FRA
586
Front Row Advisors
California
$176K
AssetMark Inc
587
AssetMark Inc
California
$171K -$3.34M -142,878 -95%
AC
588
AlphaCore Capital
California
$171K +$631 +27 +0.4%
PCMC
589
Planning Capital Management Corporation
Pennsylvania
$169K +$169K +7,239 New
CA
590
Clearstead Advisors
Ohio
$150K -$122K -5,220 -45%
CCM
591
Chilton Capital Management
Texas
$150K
MTIC
592
Missouri Trust & Investment Company
Missouri
$148K
WPA
593
West Paces Advisors
Georgia
$147K
BBHC
594
Brown Brothers Harriman & Co
New York
$141K +$141K +6,021 New
NP
595
NorthRock Partners
Minnesota
$138K +$138K +5,898 New
PS
596
Planned Solutions
California
$137K +$137K +5,880 New
RF
597
Robbins Farley
New Hampshire
$134K +$46.7K +1,998 +54%
AIA
598
Arcadia Investment Advisors
Idaho
$124K -$38.7K -1,656 -24%
BGAI
599
Bruce G. Allen Investments
Colorado
$123K +$123K +5,250 New
MIA
600
MeadowBrook Investment Advisors
Michigan
$118K +$118K +5,070 New