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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 %
HKIMG
326
Hutchens & Kramer Investment Management Group
Indiana
$4.83M -$321K -17,058 -6%
CFG
327
Clayton Financial Group
Missouri
$4.82M +$4.82M +256,521 New
PFM
328
Phillips Financial Management
Indiana
$4.8M +$175K +9,333 +4%
LA
329
Lindenwold Advisors
Pennsylvania
$4.79M +$4.79M +254,547 New
CFMC
330
Curbstone Financial Management Corp
New Hampshire
$4.76M -$8.46K -450 -0.2%
GFP
331
Guardian Financial Partners
California
$4.73M +$936K +49,788 +25%
TWP
332
Tempus Wealth Planning
California
$4.72M +$458K +24,357 +11%
DSA
333
Droms Strauss Advisors
Missouri
$4.72M +$7.78K +414 +0.2%
SMA
334
Sage Mountain Advisors
Georgia
$4.67M
BAM
335
Berkshire Asset Management
Pennsylvania
$4.65M +$122K +6,501 +3%
CWA
336
Carolina Wealth Advisors
South Carolina
$4.56M -$87.8K -4,668 -2%
AWM
337
Axxcess Wealth Management
California
$4.53M -$1.17M -62,085 -20%
HFS
338
Hantz Financial Services
Michigan
$4.53M -$815K -43,335 -15%
LWM
339
LongView Wealth Management
Georgia
$4.44M +$4.44M +237,084 New
CW
340
Connectus Wealth
Ohio
$4.42M -$33.7K -1,791 -0.8%
BI
341
Berkeley Inc
Idaho
$4.37M -$68.4K -3,636 -2%
CBFP
342
Cedar Brook Financial Partners
Ohio
$4.36M +$167K +8,847 +4%
CPRC
343
Consolidated Portfolio Review Corp
New York
$4.36M +$4.36M +232,095 New
ICG
344
InterOcean Capital Group
Tennessee
$4.34M -$2.03M -108,090 -32%
MA
345
Mutual Advisors
Nebraska
$4.31M +$25.8K +1,374 +0.6%
B
346
Bailard
California
$4.27M -$21.8K -1,161 -0.5%
WOC
347
West Oak Capital
California
$4.26M -$56.1K -2,979 -1%
FA
348
Financial Advisors
Massachusetts
$4.23M -$61.9K -3,291 -1%
CCM
349
Carlson Capital Management
Minnesota
$4.21M +$476K +25,335 +13%
AAS
350
Avantax Advisory Services
Texas
$4.17M +$796K +42,348 +24%