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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 %
MRCM
701
M&R Capital Management
New Jersey
$12.8K
TIM
702
Thompson Investment Management
Wisconsin
$12.5K -$7.22K -285 -37%
JFG
703
JDM Financial Group
Texas
$12.2K
SC
704
Stephens Consulting
Michigan
$12.2K
EWM
705
Evermay Wealth Management
Virginia
$11.4K
AA
706
AlphaMark Advisors
Kentucky
$11K
Bessemer Group
707
Bessemer Group
New Jersey
$11K
AIC
708
Archer Investment Corporation
Indiana
$10.3K
TCA
709
Trifecta Capital Advisors
Illinois
$9.5K
CWA
710
Carolina Wealth Advisors
South Carolina
$9.5K -$5.24K -207 -36%
MBFW
711
Morton Brown Family Wealth
Pennsylvania
$8.97K
GFPC
712
Global Financial Private Client
Florida
$8.39K
PTC
713
Private Trust Company
Ohio
$8.13K +$8.13K +321 New
LWANC
714
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.6K
AWM
715
Aberdeen Wealth Management
Illinois
$7.6K
BFPW
716
BOK Financial Private Wealth
Colorado
$6.84K -$1.22K -48 -15%
LI
717
LRI Investments
Florida
$6.61K +$6.61K +261 New
HIA
718
Harbor Investment Advisory
Maryland
$5.7K
EWA
719
EverSource Wealth Advisors
Alabama
$5.66K -$7.92K -327 -58%
ACA
720
American Capital Advisory
Idaho
$5.44K
SC
721
SouthState Corp
Florida
$5.09K
AAP
722
Arax Advisory Partners
Colorado
$4.85K -$22.6K -897 -82%
CAM
723
Creekmur Asset Management
Illinois
$4.79K
BAM
724
Bellevue Asset Management
Washington
$3.88K
LB
725
Legacy Bridge
Iowa
$3.8K