SCHV icon

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
176
$2.95M
177
$2.88M
178
$2.86M
179
$2.77M
180
$2.77M
181
$2.74M
182
$2.74M
183
$2.73M
184
$2.7M
185
$2.67M
186
$2.67M
187
$2.66M
188
$2.63M
189
$2.62M
190
$2.61M
191
$2.61M
192
$2.56M
193
$2.5M
194
$2.45M
195
$2.43M
196
$2.38M
197
$2.36M
198
$2.35M
199
$2.32M
200
$2.26M