SCHV icon

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
151
$4.63M
152
$4.5M
153
$4.5M
154
$4.43M
155
$4.4M
156
$4.37M
157
$4.36M
158
$4.34M
159
$4.27M
160
$4.22M
161
$4.22M
162
$4.21M
163
$4.12M
164
$4.11M
165
$4.01M
166
$3.98M
167
$3.97M
168
$3.93M
169
$3.88M
170
$3.78M
171
$3.78M
172
$3.74M
173
$3.68M
174
$3.62M
175
$3.62M