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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 %
CIAS
601
Capital Investment Advisory Services
North Carolina
$118K +$104K +4,434 +735%
SRCM
602
Signature Resources Capital Management
California
$117K +$117K +5,028 New
CFB
603
Cullen/Frost Bankers
Texas
$111K +$771 +33 +0.7%
WCM
604
Winthrop Capital Management
Indiana
$110K +$110K +4,704 New
PB
605
Pinnacle Bancorp
Nebraska
$104K
RCM
606
Raleigh Capital Management
North Carolina
$100K +$701 +30 +0.7%
TCM
607
TD Capital Management
Tennessee
$99.6K -$5.26K -225 -5%
HDIM
608
Hanson & Doremus Investment Management
Vermont
$97K
SA
609
SRH Advisors
Kansas
$96.7K
BWP
610
Baldwin Wealth Partners
Massachusetts
$89.7K +$89.7K +3,837 New
IPW
611
Impact Partnership Wealth
Georgia
$86.4K -$35.8K -1,533 -29%
EK
612
Evensky & Katz
Florida
$85K +$490 +21 +0.6%
FCA
613
FinTrust Capital Advisors
South Carolina
$83.1K +$210 +9 +0.3%
BlackRock
614
BlackRock
New York
$81K +$71.3K +3,051 +732%
PPC
615
Park Place Capital
Alabama
$80.8K +$80.8K +3,456 New
HR
616
Howe & Rusling
New York
$77.6K -$33K -1,413 -30%
ACA
617
Aptus Capital Advisors
Alabama
$75.4K
GWANC
618
Guardian Wealth Advisors (North Carolina)
North Carolina
$75.4K
HBW
619
Hazlett, Burt & Watson
West Virginia
$75K
TRCT
620
Tower Research Capital (TRC)
New York
$74.5K -$474K -20,301 -86%
SMA
621
Sage Mountain Advisors
Georgia
$72.6K
FSWA
622
Financial Synergies Wealth Advisors
Texas
$71.9K -$858 -39 -1%
MHR
623
Matthew Hamilton Rosenberg
$70.1K
CAL
624
Capital Analysts LLC
Pennsylvania
$68K +$14.8K +630 +28%
JFA
625
JNBA Financial Advisors
Minnesota
$65.2K +$49.1K +2,100 +304%