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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 %
JHCP
651
Jackson Hole Capital Partners
Oklahoma
$29.4K
RDFA
652
Ritter Daniher Financial Advisory
Ohio
$29.2K
WTC
653
WhitTier Trust Company
Nevada
$28.8K
MFA
654
Morling Financial Advisors
California
$28.6K
HNB
655
Huntington National Bank
Ohio
$28.6K
AAP
656
Arax Advisory Partners
Colorado
$25.5K +$21.1K +900 +476%
FPB
657
First PREMIER Bank
South Dakota
$24K
VL
658
Vima LLC
Michigan
$23.5K +$23.5K +1,008 New
HCM
659
Hollencrest Capital Management
California
$23.3K
MSG
660
Main Street Group
Virginia
$21.3K +$21.3K +912 New
DPW
661
DiNuzzo Private Wealth
Pennsylvania
$20.5K +$20.5K +876 New
VNA
662
Valley National Advisers
Pennsylvania
$20K -$140 -6 -0.7%
TIM
663
Thompson Investment Management
Wisconsin
$18.2K -$606K -25,947 -97%
CPA
664
Clear Point Advisors
New York
$17.9K +$17.9K +768 New
Citigroup
665
Citigroup
New York
$15.8K +$7.78K +333 +97%
TCM
666
Tradewinds Capital Management
Washington
$15.4K
WBC
667
West Branch Capital
Massachusetts
$15.3K +$15.3K +654 New
OP
668
ORG Partners
Indiana
$13.7K
CWA
669
Carolina Wealth Advisors
South Carolina
$13.6K -$140 -6 -1%
AWM
670
Atticus Wealth Management
Florida
$13.5K -$31.5K -1,347 -70%
EWA
671
EverSource Wealth Advisors
Alabama
$13.1K
EL
672
EMFO LLC
Florida
$12.9K +$70 +3 +0.5%
Fifth Third Bancorp
673
Fifth Third Bancorp
Ohio
$12.8K +$11.5K +492 +911%
TSWM
674
Tyler-Stone Wealth Management
Ohio
$12.4K +$70 +3 +0.6%
MRCM
675
M&R Capital Management
New Jersey
$11.8K