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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 %
HF
626
Halpern Financial
Virginia
$64.9K
AA
627
Ancora Advisors
Ohio
$64.7K
KA
628
Kozak & Associates
Colorado
$63.9K +$485 +21 +0.8%
EWM
629
EPG Wealth Management
Georgia
$63.6K +$423 +18 +0.7%
GI
630
GAMMA Investing
California
$61.1K +$61.1K +2,607 New
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.4K -$1.54K -66 -3%
PK
632
Pflug Koory
Nebraska
$56.4K
CCP
633
Clarkston Capital Partners
Michigan
$51.5K
PFM
634
Phillips Financial Management
Indiana
$47.7K
LFA
635
LGT Financial Advisors
Texas
$44.2K +$44.2K +1,893 New
SSB
636
Sandy Spring Bank
Maryland
$42.2K
GI
637
Gradient Investments
Minnesota
$40.2K +$2.39K +102 +6%
BCMLT
638
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.3K
FFO
639
Fortitude Family Office
Arizona
$37.6K +$37.6K +1,611 New
KFI
640
Key Financial Inc
Pennsylvania
$36.7K
VCM
641
Versant Capital Management
Arizona
$35.8K
BCM
642
Blume Capital Management
California
$35.1K
Qube Research & Technologies (QRT)
643
Qube Research & Technologies (QRT)
United Kingdom
$34.1K -$194K -8,319 -85%
NG
644
NWK Group
California
$33.1K
FMP
645
Financial Management Professionals
Texas
$33K -$15.7K -678 -32%
CFO
646
CVA Family Office
Colorado
$32.1K +$32.1K +1,374 New
SA
647
Scarborough Advisors
Maryland
$31.7K +$31.7K +1,356 New
MWM
648
Mascoma Wealth Management
New Hampshire
$31.2K
TVAMP
649
Tennessee Valley Asset Management Partners
Tennessee
$31K +$31K +1,326 New
MSFP
650
Mark Sheptoff Financial Planning
Connecticut
$29.8K