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Schwab US Large-Cap Value ETF

723 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.95% more ownership

Funds ownership: 214.2%219.15% (+4.9%)

12% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 260

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$86.9M
2 -$25.2M
3 -$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$6.14M
127
$6.1M
128
$6.03M
129
$6.01M
130
$5.95M
131
$5.86M
132
$5.67M
133
$5.66M
134
$5.65M
135
$5.64M
136
$5.59M
137
$5.37M
138
$5.31M
139
$5.3M
140
$5.15M
141
$5.13M
142
$5.09M
143
$5.03M
144
$5.02M
145
$5M
146
$4.85M
147
$4.77M
148
$4.74M
149
$4.66M
150
$4.63M