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Schwab US Large- Cap ETF

1,162 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 179 funds opening new positions, 404 increasing their positions, 414 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+121
Holders Change %
+11.62%
% of All Funds
17.03%
Holding in Top 10
195
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+22.64%
% of All Funds
2.86%
New
179
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 %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$7.63M +$230K +12,246 +3%
CRA
252
Clear Rock Advisors
Texas
$7.63M +$7.63M +384,897 New
CFO
253
CVA Family Office
Colorado
$7.61M +$387K +20,610 +5%
PWM
254
Perigon Wealth Management
California
$7.52M -$80.5K -4,284 -1%
BAMG
255
Brand Asset Management Group
Missouri
$7.43M +$812K +43,194 +12%
GIA
256
Gladstone Institutional Advisory
Florida
$7.35M +$307K +16,308 +4%
FFA
257
Farther Finance Advisors
California
$7.32M +$6.7M +356,196 +1,074%
PCWA
258
Pacific Capital Wealth Advisors
California
$7.27M -$44.7K -2,376 -0.6%
MA
259
MBA Advisors
Pennsylvania
$7.23M +$547K +29,121 +8%
LPT
260
Legacy Private Trust
Wisconsin
$7.14M -$75.3K -4,005 -1%
EW
261
Element Wealth
Mississippi
$7.13M +$1.01M +53,523 +16%
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$7.05M +$1.41M +75,000 +25%
GSAM
263
Grant Street Asset Management
Pennsylvania
$7.04M +$26.3K +1,401 +0.4%
IWMA
264
Ironwood Wealth Management (Arizona)
Arizona
$6.97M -$149K -7,929 -2%
EWA
265
Exencial Wealth Advisors
Oklahoma
$6.96M +$6.59M +350,400 +1,788%
RG
266
Raine Group
New York
$6.93M -$461K -24,528 -6%
PAG
267
Private Advisor Group
New Jersey
$6.84M +$89.2K +4,746 +1%
LF
268
Lee Financial
Texas
$6.81M -$280K -14,904 -4%
TI
269
Truepoint Inc
Ohio
$6.81M -$121K -6,414 -2%
MWA
270
Muirfield Wealth Advisors
North Carolina
$6.7M +$6.7M +356,292 New
RTL
271
Red Tortoise LLC
Georgia
$6.68M +$124K +6,570 +2%
PA
272
Procyon Advisors
Connecticut
$6.65M +$822K +43,722 +14%
CWA
273
Consilium Wealth Advisory
Texas
$6.65M +$282K +14,988 +4%
BCM
274
Barden Capital Management
Texas
$6.64M
EWP
275
Engrave Wealth Partners
Texas
$6.59M -$131K -6,948 -2%