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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 %
VC
176
Veery Capital
Delaware
$3.44M +$24K +948 +0.7%
DAS
177
Dynamic Advisor Solutions
Arizona
$3.43M -$42K -1,659 -1%
DWM
178
Dakota Wealth Management
Florida
$3.4M +$899K +35,514 +36%
CAWM
179
Capital Advisors Wealth Management
Washington
$3.38M -$1.63M -64,509 -33%
GWA
180
GGM Wealth Advisors
Maryland
$3.38M -$49.5K -1,983 -1%
MSFS
181
Main Street Financial Solutions
Pennsylvania
$3.37M +$140K +5,514 +4%
SCM
182
Steele Capital Management
Iowa
$3.37M -$117K -4,620 -3%
BSW
183
Buckingham Strategic Wealth
Missouri
$3.34M -$460K -18,177 -12%
IWM
184
IHT Wealth Management
Illinois
$3.26M -$128K -5,067 -4%
LIA
185
LifePlan Investment Advisors
North Carolina
$3.24M -$113K -4,458 -3%
GRP
186
Global Retirement Partners
California
$3.1M -$211K -8,331 -6%
BOPW
187
Brandywine Oak Private Wealth
Pennsylvania
$3.09M
AA
188
Apriem Advisors
California
$3.08M -$79K -3,120 -3%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$295K +11,661 +11%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$3.07M +$470K +18,543 +18%
EWA
191
EP Wealth Advisors
California
$3.07M +$12.3K +486 +0.4%
CPRC
192
Consolidated Portfolio Review Corp
New York
$3.06M +$6.99K +276 +0.2%
PI
193
PFG Investments
New York
$3.06M +$3.06M +120,978 New
GFWA
194
Grey Fox Wealth Advisors
Delaware
$3.06M -$36.5K -1,440 -1%
Truist Financial
195
Truist Financial
North Carolina
$3.06M -$52.6K -2,076 -2%
AWG
196
Altus Wealth Group
Colorado
$3.03M +$9.95K +393 +0.3%
RJA
197
Raymond James & Associates
Florida
$2.98M +$36.5K +1,443 +1%
NSAM
198
North Star Asset Management
Wisconsin
$2.98M -$15.3K -606 -0.5%
CIS
199
Custom Index Systems
New York
$2.91M +$18.2K +717 +0.6%
CAG
200
Compass Advisory Group
New York
$2.9M -$7.22K -285 -0.2%