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Schwab US Large-Cap Value ETF

811 hedge funds and large institutions have $9.85B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 290 increasing their positions, 277 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+32
Holders Change %
+4.11%
% of All Funds
10.79%
Holding in Top 10
73
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.74%
% of All Funds
0.97%
New
104
Increased
290
Reduced
277
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EL
651
Essex LLC
Illinois
$216K
CA
652
CWC Advisors
Oregon
$214K
CIA
653
Capital Investment Advisors
Georgia
$214K +$214K +8,193 New
NCFG
654
New Century Financial Group
New Jersey
$213K -$9.01K -344 -4%
SIC
655
Salem Investment Counselors
North Carolina
$213K -$5.35K -205 -2%
AIM
656
Anchor Investment Management
South Carolina
$213K +$130 +5 +0.1%
BAM
657
Belpointe Asset Management
Nevada
$213K +$213K +2,677 New
AG
658
Advocate Group
Minnesota
$211K
RWM
659
Rialto Wealth Management
New York
$209K +$209K +8,031 New
RSWA
660
Robinson Smith Wealth Advisors
Maine
$208K -$13.6K -522 -6%
CAM
661
Clark Asset Management
New Hampshire
$205K -$26 -1 -0%
LSL
662
Legacy Solutions LLC
Pennsylvania
$204K +$204K +7,833 New
KMWM
663
Keudell/Morrison Wealth Management
Oregon
$203K
SFG
664
Synergy Financial Group
California
$203K -$8.06K -309 -4%
WS
665
Wedbush Securities
California
$203K -$9.56K -366 -4%
AP
666
Adero Partners
California
$201K -$4.17K -160 -2%
AC
667
AlphaCore Capital
California
$191K -$10.9K -419 -5%
SIS
668
Strategic Investment Solutions
Illinois
$187K -$10.3K -394 -5%
GA
669
GoalVest Advisory
New York
$179K
FVIM
670
Fort Vancouver Investment Management
Washington
$175K -$61.4K -2,355 -26%
CA
671
Continuum Advisory
Idaho
$174K -$85.4K -3,276 -33%
CFGS
672
Concourse Financial Group Securities
Alabama
$173K
CCM
673
Chilton Capital Management
Texas
$167K
WPA
674
West Paces Advisors
Georgia
$164K
TF
675
Tandem Financial
Colorado
$145K +$145K +5,568 New