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Schwab US Large-Cap Value ETF

820 hedge funds and large institutions have $9.88B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 290 increasing their positions, 279 reducing their positions, and 56 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% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 279

150.03% less ownership

Funds ownership: 223.28%73.25% (-150%)

Holders
820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$67.8M
2 +$44.6M
3 +$37M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
AAS
Avantax Advisory Services
Texas
+$14.8M

Top Sellers

1 -$176M
2 -$82.8M
3 -$71.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40.7M
5
MA
Mutual Advisors
Nebraska
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$3.5M
202
$3.49M
203
$3.43M
204
$3.4M
205
$3.37M
206
$3.36M
207
$3.36M
208
$3.34M
209
$3.31M
210
$3.3M
211
$3.29M
212
$3.29M
213
$3.27M
214
$3.25M
215
$3.23M
216
$3.22M
217
$3.2M
218
$3.2M
219
$3.17M
220
$3.15M
221
$3.14M
222
$3.07M
223
$3.06M
224
$3.01M
225
$3.01M