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Schwab US Large-Cap Value ETF

645 hedge funds and large institutions have $6.19B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 198 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+5
Holders Change %
+0.78%
% of All Funds
10.91%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.22%
New
57
Increased
280
Reduced
198
Closed
45
Calls
$506K
Puts
$630K
Net Calls
-$124K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
201
Wilbanks Smith & Thomas Asset Management
Virginia
$2.21M +$16.8K +807 +0.8%
ACA
202
Atlas Capital Advisors
Wyoming
$2.2M -$104K -4,980 -4%
PWA
203
Providence Wealth Advisors
Illinois
$2.17M +$49.8K +2,400 +2%
SFG
204
Sovereign Financial Group
Connecticut
$2.17M -$103K -4,929 -5%
AF
205
Advisornet Financial
Minnesota
$2.16M +$21K +1,011 +1%
EFG
206
Everhart Financial Group
Ohio
$2.13M -$454K -21,843 -18%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$2.1M +$223K +10,611 +12%
CAG
208
Compass Advisory Group
New York
$2.06M +$98.4K +4,728 +5%
BFM
209
Broadview Financial Management
Wisconsin
$2.05M -$134K -6,441 -6%
AL
210
ACAS LLC
California
$2.05M +$20.2K +912 +1%
DB
211
Dravo Bay
Delaware
$2.04M +$71.4K +3,330 +4%
WI
212
Wintrust Investments
Illinois
$2.02M +$22.5K +1,080 +1%
IWC
213
Integrated Wealth Concepts
Massachusetts
$2.01M +$1.65M +79,371 +463%
JPMPWA
214
J.P. Morgan Private Wealth Advisors
California
$2M +$272K +13,077 +16%
MMA
215
Miracle Mile Advisors
California
$1.98M +$1.87K +90 +0.1%
FOA
216
Five Oceans Advisors
California
$1.95M -$749 -36 -0%
RG
217
Retirement Group
California
$1.86M +$876K +42,087 +89%
PCMC
218
Private Capital Management (Colorado)
Colorado
$1.82M
AFS
219
Annapolis Financial Services
Maryland
$1.81M +$3.93K +189 +0.2%
ACI
220
Alpha Cubed Investments
California
$1.77M +$390K +18,744 +28%
DSC
221
Duncker Streett & Co
Missouri
$1.75M +$3.25K +156 +0.2%
BWM
222
BCS Wealth Management
Tennessee
$1.73M +$17.7K +852 +1%
TIM
223
Tortoise Investment Management
New York
$1.73M -$229K -11,022 -12%
CM
224
Columbus Macro
Pennsylvania
$1.72M -$165K -7,935 -9%
CW
225
CreativeOne Wealth
Kansas
$1.71M +$133K +6,369 +8%