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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.44B -$37.1M -1,466,154 -3%
SEI Investments
2
SEI Investments
Pennsylvania
$832M +$43.1M +1,702,821 +5%
MG
3
Mather Group
Illinois
$736M -$3M -128,592 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$348M -$82.5M -3,258,021 -19%
APP
5
Avantax Planning Partners
Iowa
$311M -$5.53M -218,511 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$277M -$16.1M -636,273 -6%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$209M -$287M -11,346,522 -58%
Mariner
8
Mariner
Kansas
$182M -$6.5M -256,653 -3%
Betterment LLC
9
Betterment LLC
New York
$129M -$10.3M -406,419 -7%
SC
10
Savant Capital
Illinois
$98.3M -$2.79M -110,256 -3%
GAM
11
Gemmer Asset Management
California
$97.7M +$1.47M +58,230 +2%
KF
12
Krilogy Financial
Missouri
$83.6M -$350K -13,806 -0.4%
LPL Financial
13
LPL Financial
California
$82.1M +$2.39M +94,464 +3%
MGIA
14
Moneta Group Investment Advisors
Missouri
$76.4M +$20.4M +805,857 +36%
FA
15
Financial Advisors
Massachusetts
$68.1M +$701K +27,672 +1%
RRWA
16
Rainey & Randall Wealth Advisors
Florida
$67.9M +$1.26M +49,596 +2%
MAG
17
Mokosak Advisory Group
Iowa
$66.7M +$4.2M +165,789 +7%
UCFA
18
United Capital Financial Advisors
Texas
$50M -$635K -25,065 -1%
Morgan Stanley
19
Morgan Stanley
New York
$49.1M -$55.6M -2,193,930 -53%
UBS Group
20
UBS Group
Switzerland
$47.6M -$19.5K -771 -0%
OIA
21
OneDigital Investment Advisors
Kansas
$46.5M -$1.74M -68,577 -4%
FCI
22
Financial Counselors Inc
Kansas
$46.2M -$3.15M -124,365 -6%
Bank of America
23
Bank of America
North Carolina
$42M +$4.09M +161,631 +11%
CI
24
CX Institutional
Indiana
$41M +$12.5M +494,229 +44%
SWRP
25
Summit Wealth & Retirement Planning
California
$38.4M +$1.89M +74,577 +5%