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Schwab US Large-Cap Value ETF

748 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 298 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+26
Holders Change %
+3.6%
% of All Funds
10.84%
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
78
Increased
234
Reduced
298
Closed
42
Calls
$691K
Puts
Net Calls
+$691K
Net Calls Change
-$936K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
601
Clearstead Advisors
Ohio
$205K +$44.5K +1,785 +28%
GLA
602
Good Life Advisors
Pennsylvania
$203K +$203K +7,995 New
DWM
603
Destination Wealth Management
California
$200K +$200K +7,911 New
HFBOT
604
Home Federal Bank of Tennessee
Tennessee
$200K +$200K +7,905 New
AIM
605
Anchor Investment Management
South Carolina
$198K +$152 +6 +0.1%
FRA
606
Front Row Advisors
California
$191K
CF
607
Centaurus Financial
California
$185K +$185K +7,299 New
AC
608
AlphaCore Capital
California
$180K -$5.55K -219 -3%
PCMC
609
Planning Capital Management Corporation
Pennsylvania
$178K -$5.01K -198 -3%
GM
610
GeoWealth Management
Illinois
$177K -$854K -33,723 -83%
GA
611
GoalVest Advisory
New York
$174K +$174K +6,873 New
FHA
612
First Horizon Advisors
Tennessee
$167K -$271K -10,707 -62%
FFWA
613
FRG Family Wealth Advisors
Washington
$166K +$166K +6,861 New
CCM
614
Chilton Capital Management
Texas
$162K
MTIC
615
Missouri Trust & Investment Company
Missouri
$161K
WPA
616
West Paces Advisors
Georgia
$160K
MAM
617
MMA Asset Management
Pennsylvania
$148K +$148K +5,844 New
TRCT
618
Tower Research Capital (TRC)
New York
$144K +$62.8K +2,481 +78%
RF
619
Robbins Farley
New Hampshire
$143K -$1.82K -72 -1%
HBW
620
Hazlett, Burt & Watson
West Virginia
$143K +$62.3K +2,463 +77%
AFWM
621
Abich Financial Wealth Management
Virginia
$139K +$139K +5,487 New
AIA
622
Arcadia Investment Advisors
Idaho
$134K
BGAI
623
Bruce G. Allen Investments
Colorado
$134K +$684 +27 +0.5%
NP
624
NorthRock Partners
Minnesota
$129K -$20.7K -816 -14%
MIA
625
MeadowBrook Investment Advisors
Michigan
$128K