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Schwab US Large-Cap Value ETF

721 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 116 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+80
Holders Change %
+12.48%
% of All Funds
10.57%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
0.97%
New
116
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 %
SC
676
Stephens Consulting
Michigan
$11.2K
AA
677
AlphaMark Advisors
Kentucky
$11K
LFA
678
Level Financial Advisors
New York
$10.9K
EWM
679
Evermay Wealth Management
Virginia
$10.5K
Bessemer Group
680
Bessemer Group
New Jersey
$10K -$194K -8,247 -95%
AIC
681
Archer Investment Corporation
Indiana
$9.53K
TCA
682
Trifecta Capital Advisors
Illinois
$8.76K
MBFW
683
Morton Brown Family Wealth
Pennsylvania
$8.27K
SAM
684
Smartleaf Asset Management
Massachusetts
$8K +$8K +342 New
GFPC
685
Global Financial Private Client
Florida
$7.78K
BFPW
686
BOK Financial Private Wealth
Colorado
$7.43K
CA
687
Crewe Advisors
Utah
$7.37K +$7.37K +315 New
LWANC
688
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.01K
AWM
689
Aberdeen Wealth Management
Illinois
$7.01K
NRG
690
Nemes Rush Group
Michigan
$6.19K
ACA
691
American Capital Advisory
Idaho
$5.82K +$5.82K +249 New
HIA
692
Harbor Investment Advisory
Maryland
$5.26K -$8.2K -351 -61%
NMG
693
New Millennium Group
Utah
$4.91K
SC
694
SouthState Corp
Florida
$4.7K +$4.7K +201 New
CAM
695
Creekmur Asset Management
Illinois
$4.39K +$4.39K +189 New
BAM
696
Bellevue Asset Management
Washington
$3.58K
LB
697
Legacy Bridge
Iowa
$3.51K
FA
698
Financial Avengers
California
$3.51K
PWMG
699
Private Wealth Management Group
New Jersey
$3.16K +$3.16K +135 New
CMA
700
Cedar Mountain Advisors
Oregon
$2.66K