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Schwab US Large-Cap Value ETF

643 hedge funds and large institutions have $6.7B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 238 increasing their positions, 256 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

48% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 61

Holders
643
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$40.8M
2 -$22.1M
3 -$18.8M
4
Cerity Partners
Cerity Partners
New York
-$16.1M
5
PA
Prism Advisors
California
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
626
$2.45K
627
$2.26K
628
$2.06K
629
$1.98K
630
$1.95K
631
$1.87K
632
$1.61K
633
$1.16K
634
$1K
635
$645
636
$645
637
$590
638
$581
639
$387
640
$323
641
$102
642
$64
643
$64
644
$64
645
646
647
648
649
650