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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
576
$208K
577
$206K
578
$206K
579
$205K
580
$202K
581
$202K
582
$201K
583
$199K
584
$196K
585
$193K
586
$183K
587
$176K
588
$171K
589
$171K
590
$169K
591
$150K
592
$150K
593
$148K
594
$147K
595
$141K
596
$138K
597
$137K
598
$134K
599
$124K
600
$123K