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Schwab US Large-Cap Value ETF

723 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.95% more ownership

Funds ownership: 214.2%219.15% (+4.9%)

12% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 260

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$86.9M
2 -$25.2M
3 -$18.3M
4
Lido Advisors
Lido Advisors
California
-$15.2M
5
DP
Denver PWM
Colorado
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$2.79M
202
$2.77M
203
$2.76M
204
$2.72M
205
$2.68M
206
$2.67M
207
$2.65M
208
$2.59M
209
$2.57M
210
$2.56M
211
$2.53M
212
$2.52M
213
$2.51M
214
$2.5M
215
$2.47M
216
$2.44M
217
$2.4M
218
$2.38M
219
$2.34M
220
$2.32M
221
$2.32M
222
$2.31M
223
$2.3M
224
$2.24M
225
$2.22M