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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 %
LC
76
LCNB Corp
Ohio
$11.6M +$834K +32,916 +8%
CWM
77
Congress Wealth Management
Massachusetts
$11.1M -$9.95K -393 -0.1%
RGF
78
Retirement Guys Formula
Ohio
$10.8M +$55.1K +2,175 +0.5%
EWM
79
Empirical Wealth Management
Washington
$10.8M -$48.8K -1,926 -0.4%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$10.8M +$6.99M +423,405 +184%
US Bancorp
81
US Bancorp
Minnesota
$10.7M -$1.68M -66,243 -14%
CA
82
Cetera Advisors
Colorado
$10.6M +$4.23M +166,905 +67%
KNFPWM
83
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$10.6M +$1.86M +73,323 +21%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$10.6M +$1.74M +68,595 +20%
BWL
85
Bogart Wealth LLC
Virginia
$10.5M -$48.3K -1,908 -0.5%
UWM
86
USAdvisors Wealth Management
Minnesota
$9.71M +$721K +28,590 +8%
PMG
87
ProVise Management Group
Florida
$9.45M -$5.02M -198,165 -35%
MBI
88
May Barnhard Investments
Maryland
$9.1M +$594K +23,439 +7%
EE
89
EWG Elevate
California
$9.05M -$1.06M -41,802 -10%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$9.03M +$7.68M +303,414 +570%
ISWM
91
Independent Solutions Wealth Management
New York
$8.92M +$532K +21,003 +6%
GCP
92
Gill Capital Partners
Colorado
$8.88M +$301K +12,420 +4%
TWP
93
Total Wealth Planning
Ohio
$8.81M -$696K -27,495 -7%
HG
94
Harbor Group
New Hampshire
$8.81M -$47.6K -1,878 -0.5%
IWC
95
Integrated Wealth Concepts
Massachusetts
$8.62M -$24.2K -954 -0.3%
WPIC
96
White Pine Investment Company
Michigan
$8.62M +$246K +9,717 +3%
WAM
97
Weinberger Asset Management
California
$8.59M -$42.5K -1,677 -0.5%
WP
98
WealthShield Partners
North Carolina
$8.55M +$618K +24,402 +8%
CP
99
Capital Planning
Washington
$8.35M -$117K -4,614 -1%
ACA
100
Ackerman Capital Advisors
Texas
$8.26M -$206K -8,151 -2%