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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 %
HSA
101
HBK Sorce Advisory
Pennsylvania
$8.13M -$112K -4,419 -1%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$8.12M -$2.45M -96,702 -23%
IWA
103
IVC Wealth Advisors
Pennsylvania
$7.93M -$485K -19,152 -6%
SS
104
Sunbelt Securities
Texas
$7.88M +$48.2K +1,905 +0.6%
OWM
105
Opes Wealth Management
California
$7.85M +$95.9K +3,786 +1%
GB
106
Gunma Bank
Japan
$7.6M +$7.6M +300,000 New
PP
107
PrairieView Partners
Minnesota
$7.42M -$320K -12,645 -4%
RWP
108
RWA Wealth Partners
Massachusetts
$7.3M -$142K -5,589 -2%
SPI
109
Santori & Peters Inc
Pennsylvania
$7.27M -$14.7K -582 -0.2%
CKAIS
110
Christensen King & Associates Investment Services
Washington
$7.11M -$17.9K -708 -0.3%
BAMG
111
Brand Asset Management Group
Missouri
$6.93M -$671K -26,484 -9%
OPS
112
Orion Portfolio Solutions
Nebraska
$6.8M +$101K +3,975 +2%
BCI
113
Brinker Capital Investments
Pennsylvania
$6.8M +$101K +3,975 +2%
CMP
114
Courage Miller Partners
Virginia
$6.76M -$18K -711 -0.3%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$6.76M -$586K -23,157 -8%
GIA
116
Gladstone Institutional Advisory
Florida
$6.67M -$116K -4,578 -2%
BCIM
117
Bishop & Co Investment Management
Pennsylvania
$6.58M +$4.84M +191,010 +278%
SFA
118
Sequoia Financial Advisors
Ohio
$6.55M -$323K -12,747 -5%
FFA
119
Florida Financial Advisors
Florida
$6.48M +$343K +13,539 +6%
TWM
120
Thrive Wealth Management
Pennsylvania
$6.41M -$207K -8,163 -3%
JJBC
121
James J. Burns & Company
New York
$6.38M -$2.12M -84,534 -25%
RWM
122
RKL Wealth Management
Pennsylvania
$6.36M -$153K -6,054 -2%
EWA
123
Exencial Wealth Advisors
Oklahoma
$6.27M +$517K +20,430 +9%
SKK
124
Shepherd Kaplan Krochuk
Massachusetts
$6.24M +$178K +7,038 +3%
CAM
125
Cresset Asset Management
Illinois
$6.21M +$81.5K +3,216 +1%