SCHX icon

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 %
SWP
301
Stratos Wealth Partners
Ohio
$5.61M +$3.21M +170,568 +133%
B
302
Birchbrook
Maine
$5.57M +$5.57M +296,334 New
BRWA
303
B. Riley Wealth Advisors
Florida
$5.56M +$485K +25,809 +10%
MHR
304
Matthew Hamilton Rosenberg
$5.55M -$18.9K -1,005 -0.3%
MW
305
MBL Wealth
North Carolina
$5.53M -$169K -9,000 -3%
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$5.51M +$64K +3,402 +1%
ATWA
307
Arbor Trust Wealth Advisors
Michigan
$5.5M -$138K -7,323 -2%
MAS
308
Madden Advisory Services
Florida
$5.44M +$23K +1,224 +0.4%
SWA
309
SFMG Wealth Advisors
Texas
$5.35M +$1.22M +64,983 +30%
OFG
310
Omega Financial Group
California
$5.3M -$214K -11,409 -4%
BIA
311
Bigelow Investment Advisors
Maine
$5.24M -$174K -9,270 -3%
SPI
312
Santori & Peters Inc
Pennsylvania
$5.22M -$274K -14,556 -5%
VT
313
Vise Technologies
New York
$5.21M -$410K -21,786 -7%
RJA
314
Raymond James & Associates
Florida
$5.19M +$303K +16,092 +6%
FC
315
Forte Capital
New York
$5.13M -$9.81K -522 -0.2%
NA
316
NewEdge Advisors
Louisiana
$5.1M +$3.48M +182,154 +216%
BC
317
Bartlett & Co
Ohio
$5.08M -$125K -6,651 -2%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$5.08M -$125K -6,651 -2%
LNC
319
Lincoln National Corp
Pennsylvania
$5M +$650K +34,569 +15%
TSWM
320
Triangle Securities Wealth Management
North Carolina
$4.97M -$213K -11,328 -4%
FSWA
321
Financial Synergies Wealth Advisors
Texas
$4.95M +$142K +9,462 +3%
KFC
322
Klingenstein Fields & Co
New York
$4.92M +$30.3K +1,611 +0.6%
EWA
323
EP Wealth Advisors
California
$4.91M +$102K +5,430 +2%
AL
324
Aspiriant LLC
California
$4.87M +$32.3K +1,719 +0.7%
LAS
325
Lloyd Advisory Services
Georgia
$4.87M +$4.87M +259,062 New