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Schwab US Large-Cap Value ETF

820 hedge funds and large institutions have $9.88B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 290 increasing their positions, 279 reducing their positions, and 56 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% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 279

150.03% less ownership

Funds ownership: 223.28%73.25% (-150%)

Holders
820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.8M
2 +$44.6M
3 +$37M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
AAS
Avantax Advisory Services
Texas
+$14.8M

Top Sellers

1 -$176M
2 -$82.8M
3 -$71.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40.7M
5
MA
Mutual Advisors
Nebraska
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
601
$288K
602
$286K
603
$283K
604
$280K
605
$276K
606
$274K
607
$272K
608
$271K
609
$271K
610
$271K
611
$270K
612
$265K
613
$265K
614
$265K
615
$264K
616
$264K
617
$261K
618
$261K
619
$260K
620
$256K
621
$255K
622
$254K
623
$252K
624
$252K
625
$249K