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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 %
CFB
626
Cullen/Frost Bankers
Texas
$121K +$608 +24 +0.5%
CIAS
627
Capital Investment Advisory Services
North Carolina
$112K -$15.3K -603 -12%
PB
628
Pinnacle Bancorp
Nebraska
$110K -$3.57K -141 -3%
RCM
629
Raleigh Capital Management
North Carolina
$109K +$608 +24 +0.6%
TCM
630
TD Capital Management
Tennessee
$108K +$608 +24 +0.6%
HDIM
631
Hanson & Doremus Investment Management
Vermont
$106K
SA
632
SRH Advisors
Kansas
$105K
SRCM
633
Signature Resources Capital Management
California
$105K -$12.8K -546 -11%
BlackRock
634
BlackRock
New York
$102K +$14.5K +573 +17%
IPW
635
Impact Partnership Wealth
Georgia
$93.7K
CNBTD
636
Citizens National Bank Trust Department
Mississippi
$91.2K +$91.2K +3,600 New
CAL
637
Capital Analysts LLC
Pennsylvania
$91K +$18.1K +717 +25%
FCA
638
FinTrust Capital Advisors
South Carolina
$90.3K +$152 +6 +0.2%
EK
639
Evensky & Katz
Florida
$89K -$2.95K -117 -3%
HR
640
Howe & Rusling
New York
$84.6K +$456 +18 +0.5%
APC
641
Aspire Private Capital
North Carolina
$84.5K +$84.5K +3,336 New
FSWA
642
Financial Synergies Wealth Advisors
Texas
$83.8K +$988 +39 +1%
GWANC
643
Guardian Wealth Advisors (North Carolina)
North Carolina
$81.8K
MHR
644
Matthew Hamilton Rosenberg
$75.6K
KA
645
Kozak & Associates
Colorado
$70.1K +$303 +12 +0.4%
AA
646
Ancora Advisors
Ohio
$70.1K
HF
647
Halpern Financial
Virginia
$69.8K
JFA
648
JNBA Financial Advisors
Minnesota
$69.2K -$1.44K -57 -2%
EWM
649
EPG Wealth Management
Georgia
$68.8K +$304 +12 +0.4%
Citigroup
650
Citigroup
New York
$68.1K +$50.9K +2,010 +296%