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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 %
MFG
126
MidWestOne Financial Group
Iowa
$6.13M -$7.37K -291 -0.1%
BAM
127
Berkshire Asset Management
Pennsylvania
$6.1M -$3.32M -131,064 -35%
DPI
128
Diversified Portfolios Inc
Michigan
$6.09M +$948K +37,416 +18%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$6.05M +$3.31M +130,830 +121%
OCM
130
One Capital Management
California
$6.02M -$86.2K -3,405 -1%
VWA
131
Visionary Wealth Advisors
Illinois
$6M -$450K -17,760 -7%
IFS
132
Ifrah Financial Services
Arkansas
$5.69M +$112K +4,410 +2%
PFWA
133
Paces Ferry Wealth Advisors
Georgia
$5.68M -$850K -33,561 -13%
GWS
134
Glassman Wealth Services
Virginia
$5.38M -$66.9K -2,643 -1%
PSCM
135
Per Stirling Capital Management
Texas
$5.31M +$753K +29,712 +17%
NDSI
136
Newman Dignan & Sheerar Inc
Rhode Island
$5.28M -$175K -6,927 -3%
LTL
137
Lowery Thomas LLC
California
$5.26M -$292K -11,511 -5%
CAG
138
Curtis Advisory Group
California
$5.22M +$52.1K +2,058 +1%
DB
139
Dravo Bay
Delaware
$4.95M +$74.8K +2,955 +2%
MMHP
140
Murphy Middleton Hinkle & Parker
Georgia
$4.92M +$663K +26,178 +16%
WRPWM
141
Werba Rubin Papier Wealth Management
California
$4.92M -$103K -4,068 -2%
WA
142
Waverly Advisors
Alabama
$4.9M +$4.9M +193,413 New
GPFA
143
Game Plan Financial Advisors
Ohio
$4.89M -$365K -14,418 -7%
HWM
144
HB Wealth Management
Georgia
$4.83M -$49.3K -1,947 -1%
LFP
145
Leeward Financial Partners
Washington
$4.82M +$767K +30,276 +19%
WCA
146
Waypoint Capital Advisors
Minnesota
$4.79M -$1.87M -73,779 -28%
PIA
147
Panoramic Investment Advisors
Colorado
$4.78M +$151K +5,970 +3%
SF
148
Safeguard Financial
Wisconsin
$4.75M -$58.2K -2,298 -1%
SWM
149
Sculati Wealth Management
Michigan
$4.74M +$35.2K +1,389 +0.7%
Goldman Sachs
150
Goldman Sachs
New York
$4.7M -$25.1M -991,464 -84%