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Schwab US Large- Cap ETF

1,161 hedge funds and large institutions have $24.7B invested in Schwab US Large- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+120
Holders Change %
+11.53%
% of All Funds
17.02%
Holding in Top 10
195
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+22.64%
% of All Funds
2.86%
New
178
Increased
404
Reduced
414
Closed
45
Calls
$2.18M
Puts
$564K
Net Calls
+$1.62M
Net Calls Change
-$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
226
Grimes & Company
Massachusetts
$9.47M +$3M +159,309 +46%
PMG
227
ProVise Management Group
Florida
$9.28M +$78.2K +4,158 +0.8%
GCM
228
G2 Capital Management
Ohio
$9.24M +$188K +10,011 +2%
IRC
229
Investors Research Corp
Georgia
$9.23M +$314K +16,713 +4%
NSAM
230
North Star Asset Management
Wisconsin
$9.23M +$446K +23,730 +5%
MFA
231
Morling Financial Advisors
California
$9.19M +$34.6K +1,839 +0.4%
Betterment LLC
232
Betterment LLC
New York
$8.92M -$367K -19,515 -4%
VCM
233
Vivaldi Capital Management
Illinois
$8.89M +$1.17M +60,051 +15%
MML Investors Services
234
MML Investors Services
Massachusetts
$8.75M +$3.7M +196,593 +73%
PIMG
235
Patriot Investment Management Group
Tennessee
$8.65M -$27.8K -1,479 -0.3%
CAN
236
Cetera Advisor Networks
California
$8.54M +$218K +11,592 +3%
CWM
237
Castle Wealth Management
Florida
$8.48M -$364K -19,383 -4%
RWA
238
Redhawk Wealth Advisors
Minnesota
$8.44M +$8.13M +432,477 +2,597%
NIC
239
Northwest Investment Counselors
Oregon
$8.35M -$45.5K -2,421 -0.5%
SFWC
240
Strategic Family Wealth Counselors
New Jersey
$8.25M +$38.5K +2,046 +0.5%
VAMG
241
Voisard Asset Management Group
Michigan
$7.98M +$7.98M +424,608 New
EH
242
Equitable Holdings
New York
$7.9M +$904K +48,078 +13%
OIA
243
OneDigital Investment Advisors
Kansas
$7.88M -$286K -15,231 -4%
FF
244
Farrell Financial
New York
$7.77M +$7.77M +459,873 New
LSAG
245
Lake Street Advisors Group
New Hampshire
$7.77M +$28.1K +1,497 +0.4%
AMM
246
American Money Management
California
$7.74M +$368K +19,560 +5%
Bank of New York Mellon
247
Bank of New York Mellon
New York
$7.73M +$4.1M +218,208 +113%
RFA
248
RTD Financial Advisors
Pennsylvania
$7.72M -$184K -9,768 -2%
AFA
249
AA Financial Advisors
Ohio
$7.72M +$7.72M +410,625 New
AIM
250
AMI Investment Management
Indiana
$7.66M -$318K -16,941 -4%