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Schwab US Large-Cap Value ETF

820 hedge funds and large institutions have $9.88B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 290 increasing their positions, 279 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 279

150.03% less ownership

Funds ownership: 223.28%73.25% (-150%)

Holders
820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.8M
2 +$44.6M
3 +$37M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
AAS
Avantax Advisory Services
Texas
+$14.8M

Top Sellers

1 -$176M
2 -$82.8M
3 -$71.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40.7M
5
MA
Mutual Advisors
Nebraska
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
651
$219K
652
$219K
653
$219K
654
$218K
655
$216K
656
$216K
657
$216K
658
$216K
659
$214K
660
$214K
661
$213K
662
$213K
663
$213K
664
$213K
665
$211K
666
$209K
667
$208K
668
$205K
669
$204K
670
$203K
671
$203K
672
$203K
673
$201K
674
$191K
675
$187K