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Schwab US Large-Cap Value ETF

642 hedge funds and large institutions have $6.69B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 238 increasing their positions, 255 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

15% less funds holding in top 10

Funds holding in top 10: 6051 (-9)

48% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 61

Holders
642
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.21M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$40.8M
2 -$22.1M
3 -$18.8M
4
Cerity Partners
Cerity Partners
New York
-$16.1M
5
PA
Prism Advisors
California
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$3.79M
152
$3.78M
153
$3.78M
154
$3.74M
155
$3.73M
156
$3.66M
157
$3.56M
158
$3.54M
159
$3.54M
160
$3.5M
161
$3.48M
162
$3.39M
163
$3.35M
164
$3.25M
165
$3.23M
166
$3.15M
167
$3.14M
168
$3.13M
169
$3.08M
170
$3.06M
171
$3.02M
172
$3.02M
173
$3.01M
174
$2.99M
175
$2.97M