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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 %
GB
726
Gunma Bank
Japan
-$3.55M -165,000 Closed
KAS
727
KPP Advisory Services
Kentucky
-$1.85M -86,289 Closed
Rockefeller Capital Management
728
Rockefeller Capital Management
New York
-$789K -36,705 Closed
CFO
729
Collective Family Office
Pennsylvania
-$553K -25,740 Closed
Citadel Advisors
730
Citadel Advisors
Florida
-$542K -25,245 Closed
IAS
731
IMA Advisory Services
Colorado
-$536K -24,948 Closed
AIP
732
Almanack Investment Partners
Pennsylvania
-$524K -24,396 Closed
SWM
733
Silverlake Wealth Management
Vermont
-$424K -19,755 Closed
APW
734
Aurora Private Wealth
New Jersey
-$352K -16,374 Closed
PWM
735
Prosperity Wealth Management
California
-$325K -15,120 Closed
TWM
736
Triton Wealth Management
Arizona
-$276K -12,789 Closed
SPC
737
Sigma Planning Corp
Michigan
-$263K -12,222 Closed
AAS
738
Annex Advisory Services
Wisconsin
-$255K -11,877 Closed
EL
739
Essex LLC
Illinois
-$237K -11,022 Closed
RFN
740
RDA Financial Network
Iowa
-$214K -9,948 Closed
NW
741
Naviter Wealth
Arkansas
-$210K -9,765 Closed
IRC
742
Investors Research Corp
Georgia
-$82.2K -3,825 Closed
NIC
743
Northwest Investment Counselors
Oregon
-$53.4K -2,484 Closed
BFP
744
Briaud Financial Planning
Texas
-$33K -1,557 Closed
WFA
745
WestHill Financial Advisors
California
-$20.2K -939 Closed
HL
746
HeadInvest LLC
Maine
-$17.9K -840 Closed
MAWA
747
Moss Adams Wealth Advisors
Washington
-$9.77K -456 Closed
BFO
748
Biltmore Family Office
North Carolina
-$8.9K -414 Closed
Legacy Financial Group (Iowa)
749
Legacy Financial Group (Iowa)
Iowa
-$6.96K -324 Closed
CWP
750
Concord Wealth Partners
Virginia
-$3.35K -156 Closed