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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 %
DP
151
DDD Partners
Washington
$4.65M +$355K +14,022 +8%
PFA
152
Petra Financial Advisors
Colorado
$4.62M -$83.8K -3,333 -2%
Renaissance Technologies
153
Renaissance Technologies
New York
$4.6M +$2.89M +114,000 +168%
SCA
154
Stonebridge Capital Advisors
Minnesota
$4.6M +$31.5K +1,242 +0.7%
ECG
155
Edge Capital Group
Georgia
$4.58M +$684 +27 +0%
SDWMA
156
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.46M -$2.87M -113,445 -39%
CFA
157
Cahill Financial Advisors
Minnesota
$4.39M +$407K +16,074 +10%
SWM
158
SeaCrest Wealth Management
New York
$4.35M -$121K -4,788 -3%
ACA
159
Affinity Capital Advisors
California
$4.29M -$56.2K -2,220 -1%
RDIA
160
RE Dickinson Investment Advisors
Iowa
$4.28M -$773K -30,516 -15%
VBWMG
161
Von Berge Wealth Management Group
California
$4.24M +$730K +28,830 +21%
NFG
162
Nadler Financial Group
Illinois
$4.11M +$9.88K +390 +0.2%
EFG
163
Embree Financial Group
Illinois
$4.08M -$18.5K -732 -0.5%
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$4.05M -$156K -6,153 -4%
TC
165
TownSquare Capital
Utah
$4.03M -$1.72M -67,935 -30%
AFTS
166
American Financial & Tax Strategies
New York
$4.01M +$1.28M +50,457 +47%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$3.86M -$3.03M -119,586 -44%
FVWA
168
Foster Victor Wealth Advisors
South Carolina
$3.86M +$3.86M +156,900 New
WA
169
Waterford Advisors
New York
$3.85M
BBPWM
170
Blue Bell Private Wealth Management
Pennsylvania
$3.81M -$29.3K -1,155 -0.8%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$3.77M +$3.19K +126 +0.1%
SWA
172
Stratos Wealth Advisors
Ohio
$3.62M -$3.95M -155,778 -52%
EFG
173
Everhart Financial Group
Ohio
$3.58M -$46.9K -1,851 -1%
ATWA
174
Arbor Trust Wealth Advisors
Michigan
$3.56M -$3.15M -127,956 -47%
LIM
175
Leavell Investment Management
Alabama
$3.5M -$423K -16,701 -11%