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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 %
RJA
126
Raymond James & Associates
Florida
$5.12M +$777K +37,332 +18%
FFP
127
Forbes Financial Planning
Rhode Island
$4.92M +$71.3K +3,438 +1%
LFP
128
Leeward Financial Partners
Washington
$4.88M +$1.4M +67,239 +40%
SWA
129
Stratos Wealth Advisors
Ohio
$4.82M +$50.8K +2,442 +1%
FAIM
130
Financial Advocates Investment Management
Washington
$4.8M +$205K +9,864 +4%
First Trust Advisors
131
First Trust Advisors
Illinois
$4.78M +$2.58M +123,837 +117%
GWS
132
Glassman Wealth Services
Virginia
$4.78M -$158K -7,572 -3%
HWM
133
HB Wealth Management
Georgia
$4.63M +$1.94K +93 +0%
SS
134
Sunbelt Securities
Texas
$4.57M +$222K +10,686 +5%
FWM
135
Fortress Wealth Management
California
$4.47M -$1.5M -72,105 -25%
CG
136
Colony Group
Massachusetts
$4.46M -$29.2K -1,401 -0.6%
IFS
137
Ifrah Financial Services
Arkansas
$4.46M -$79.7K -3,831 -2%
IA
138
IFP Advisors
Florida
$4.44M
SWM
139
SeaCrest Wealth Management
New York
$4.43M +$13.9K +669 +0.3%
BAM
140
Berkshire Asset Management
Pennsylvania
$4.41M +$4.41M +212,037 New
CMP
141
Courage Miller Partners
Virginia
$4.36M +$142K +6,837 +3%
OAM
142
Oak Asset Management
California
$4.36M +$4.36M +209,520 New
ACA
143
Affinity Capital Advisors
California
$4.28M -$26.7K -1,281 -0.6%
AAS
144
Avantax Advisory Services
Texas
$4.19M -$668K -32,091 -14%
CAWM
145
Capital Advisors Wealth Management
Washington
$4.18M +$1.44M +69,252 +53%
CA
146
Continuum Advisory
Idaho
$4.12M +$63.7K +3,060 +2%
ECG
147
Edge Capital Group
Georgia
$4.03M +$196K +9,426 +5%
MFT
148
Moisand Fitzgerald Tamayo
Florida
$3.99M +$1.51M +72,555 +61%
GPFA
149
Game Plan Financial Advisors
Ohio
$3.95M -$75.7K -3,660 -2%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$3.93M +$1.56M +75,003 +66%