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Schwab US Large-Cap Value ETF

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Shares
Change %
CGFA
76
Colton Groome Financial Advisors
North Carolina
$8.92M -$992K -47,667 -10%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$8.91M +$2.94M +141,102 +49%
EWM
78
Empirical Wealth Management
Washington
$8.8M +$2.61M +125,337 +42%
ST
79
Spinnaker Trust
Maine
$8.78M +$279K +13,386 +3%
FA
80
Financial Advisors
Massachusetts
$8.52M +$904K +43,461 +12%
PP
81
PrairieView Partners
Minnesota
$8.47M -$229K -11,028 -3%
HSA
82
HBK Sorce Advisory
Pennsylvania
$8.04M -$197K -9,486 -2%
GSIS
83
Global Strategic Investment Solutions
Arizona
$7.95M +$526K +25,299 +7%
GCP
84
Gill Capital Partners
Colorado
$7.92M
PFWA
85
Paces Ferry Wealth Advisors
Georgia
$7.72M +$76.3K +3,669 +1%
GIA
86
Gladstone Institutional Advisory
Florida
$7.67M -$461K -22,161 -6%
MML Investors Services
87
MML Investors Services
Massachusetts
$7.6M +$2.22M +106,917 +41%
HG
88
Harbor Group
New Hampshire
$7.47M -$242K -11,616 -3%
NDSI
89
Newman Dignan & Sheerar Inc
Rhode Island
$7.46M -$145K -6,984 -2%
SFA
90
Sequoia Financial Advisors
Ohio
$7.33M -$787K -37,803 -10%
CP
91
Capital Planning
Washington
$7.33M +$39.6K +1,905 +0.5%
CAG
92
Curtis Advisory Group
California
$7.33M +$70.7K +3,399 +1%
TNA
93
True North Advisors
Texas
$7.3M -$336K -16,131 -4%
MWM
94
Meridian Wealth Management
Kentucky
$7.19M +$6.75M +324,516 +1,539%
WAM
95
Weinberger Asset Management
California
$6.96M +$563K +27,069 +9%
BlackRock
96
BlackRock
New York
$6.96M -$2.65M -127,272 -28%
HI
97
Horizon Investments
North Carolina
$6.91M +$381K +18,294 +6%
WA
98
WBH Advisory
Maryland
$6.9M +$628K +29,985 +10%
PFO
99
Pathstone Family Office
New Jersey
$6.77M +$110K +5,295 +2%
LIM
100
Leavell Investment Management
Alabama
$6.76M +$115K +5,529 +2%