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Schwab US Large-Cap Value ETF

642 hedge funds and large institutions have $6.69B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 238 increasing their positions, 255 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

48% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 61

Holders
642
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$40.8M
2 -$22.1M
3 -$18.8M
4
Cerity Partners
Cerity Partners
New York
-$16.1M
5
PA
Prism Advisors
California
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$10.2M
77
$10.1M
78
$9.54M
79
$9.36M
80
$9.35M
81
$9.31M
82
$9.17M
83
$9.11M
84
$9.03M
85
$8.41M
86
$8.32M
87
$8.14M
88
$7.55M
89
$7.5M
90
$7.49M
91
$7.48M
92
$7.36M
93
$7.32M
94
$7.31M
95
$7.23M
96
$7.16M
97
$7.12M
98
$6.99M
99
$6.88M
100
$6.83M