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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
201
$2.24M
202
$2.22M
203
$2.16M
204
$2.15M
205
$2.15M
206
$2.12M
207
$2.09M
208
$2.08M
209
$2.06M
210
$2.03M
211
$2M
212
$1.97M
213
$1.93M
214
$1.92M
215
$1.9M
216
$1.87M
217
$1.86M
218
$1.86M
219
$1.85M
220
$1.84M
221
$1.82M
222
$1.82M
223
$1.79M
224
$1.79M
225
$1.78M