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Schwab US Large-Cap Value ETF

687 hedge funds and large institutions have $6.68B invested in Schwab US Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 210 increasing their positions, 293 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-7
Holders Change %
-1.01%
% of All Funds
11%
Holding in Top 10
71
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.39%
% of All Funds
1.14%
New
57
Increased
210
Reduced
293
Closed
45
Calls
$879K
Puts
$447K
Net Calls
+$432K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
626
BOK Financial Private Wealth
Colorado
$23.6K -$459 -21 -2%
TAIM
627
TD Ameritrade Investment Management
Nebraska
$23K -$19.8K -906 -46%
FPB
628
First PREMIER Bank
South Dakota
$23K
HCM
629
Hollencrest Capital Management
California
$21.8K
OIA
630
Optimum Investment Advisors
Illinois
$21.6K
FA
631
Fortis Advisors
Pennsylvania
$21.2K +$21.2K +972 New
TFA
632
Transamerica Financial Advisors
Florida
$18K
BWM
633
Baystate Wealth Management
Massachusetts
$17.2K +$66 +3 +0.4%
HIA
634
Harbor Investment Advisory
Maryland
$16.9K
EWA
635
EverSource Wealth Advisors
Alabama
$16.6K +$16.6K +759 New
JFA
636
JNBA Financial Advisors
Minnesota
$15.1K
TCM
637
Tradewinds Capital Management
Washington
$14.4K -$2.82K -129 -16%
LFA
638
Level Financial Advisors
New York
$14.1K -$131 -6 -0.9%
GI
639
GS Investments
Minnesota
$13.9K +$1.64K +75 +13%
FA
640
Faithward Advisors
Pennsylvania
$13.6K -$17.8K -825 -57%
CIAS
641
Capital Investment Advisory Services
North Carolina
$13.2K -$53.4K -2,442 -80%
MWC
642
MBM Wealth Consultants
Missouri
$13K
CWA
643
Carolina Wealth Advisors
South Carolina
$12.3K +$1.97K +90 +19%
EL
644
EMFO LLC
Florida
$11.8K +$66 +3 +0.6%
CT
645
Cambridge Trust
Massachusetts
$11.2K
MRCM
646
M&R Capital Management
New Jersey
$11K
JFG
647
JDM Financial Group
Texas
$10.6K
HF
648
Halpern Financial
Virginia
$10.5K -$2.62K -120 -20%
SC
649
Stephens Consulting
Michigan
$10.5K
AA
650
AlphaMark Advisors
Kentucky
$10K