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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 %
SHJ
351
Sharkey, Howes & Javer
Colorado
$4.17M -$287K -15,270 -6%
SAI
352
Savvy Advisors Inc
New York
$4.15M +$4.15M +220,992 New
PFM
353
Peak Financial Management
Massachusetts
$4.14M -$342K -18,168 -8%
WWM
354
Western Wealth Management
Colorado
$4.12M +$470K +24,987 +13%
PA
355
Parallel Advisors
California
$4.12M -$85K -4,521 -2%
MCM
356
Mengis Capital Management
Oregon
$4.1M -$121K -6,414 -3%
BCM
357
Brookstone Capital Management
Illinois
$4.05M +$2M +106,620 +98%
AWS
358
Atria Wealth Solutions
New York
$3.98M +$218K +11,577 +6%
EFS
359
Econ Financial Services
Pennsylvania
$3.96M -$77.9K -4,146 -2%
WAG
360
Winthrop Advisory Group
Massachusetts
$3.9M -$35.7K -1,899 -0.9%
MTIC
361
Missouri Trust & Investment Company
Missouri
$3.88M -$17.5K -930 -0.4%
VCAM
362
Van Cleef Asset Management
Ohio
$3.88M +$97.3K +5,175 +3%
Kovitz Investment Group Partners
363
Kovitz Investment Group Partners
Illinois
$3.83M -$552K -29,337 -13%
IAN
364
Integrated Advisors Network
Texas
$3.82M +$127K +6,768 +3%
SIC
365
Sigma Investment Counselors
Michigan
$3.78M +$356K +18,930 +10%
MWM
366
Mission Wealth Management
California
$3.74M +$257K +13,662 +7%
GW
367
GW & Wade
Massachusetts
$3.72M +$417K +22,203 +13%
JCM
368
Jacobi Capital Management
Pennsylvania
$3.71M -$206K -10,944 -5%
AC
369
AlphaCore Capital
California
$3.69M +$206K +10,938 +6%
HMS
370
Hanseatic Management Services
New Mexico
$3.68M -$21.2K -1,125 -0.6%
BNP Paribas Financial Markets
371
BNP Paribas Financial Markets
France
$3.64M -$1.41M -75,006 -28%
PIA
372
Pinion Investment Advisors
Kansas
$3.59M +$85.3K +4,539 +2%
VPIM
373
Vanguard Personalized Indexing Management
California
$3.59M +$60.7K +3,231 +2%
RF
374
RHS Financial
California
$3.52M -$25.2K -1,341 -0.7%
WC
375
Waterloo Capital
Texas
$3.5M -$327K -17,391 -9%