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Schwab US Large- Cap ETF

1,184 hedge funds and large institutions have $25.8B invested in Schwab US Large- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 400 increasing their positions, 510 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
17.16%
Holding in Top 10
189
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.08%
% of All Funds
2.74%
New
106
Increased
400
Reduced
510
Closed
64
Calls
$2.49M
Puts
$74K
Net Calls
+$2.42M
Net Calls Change
+$802K
Name Holding Trade Value Shares
Change
Shares
Change %
MTIC
351
Missouri Trust & Investment Company
Missouri
$4.21M -$63.6K -3,075 -1%
SIC
352
Sigma Investment Counselors
Michigan
$4.21M +$44.3K +2,142 +1%
IAN
353
Integrated Advisors Network
Texas
$4.13M -$74K -3,576 -2%
WAG
354
Winthrop Advisory Group
Massachusetts
$4.09M -$202K -9,750 -5%
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$4.09M +$426K +20,544 +12%
NC
356
Napatree Capital
Rhode Island
$4.04M +$436K +21,960 +12%
SHJ
357
Sharkey, Howes & Javer
Colorado
$4.03M -$562K -27,144 -12%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$3.95M +$399K +19,281 +11%
VPIM
359
Vanguard Personalized Indexing Management
California
$3.94M -$8.38K -405 -0.2%
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$3.94M -$281K -13,593 -7%
PIA
361
Pinion Investment Advisors
Kansas
$3.93M -$14.6K -705 -0.4%
TPA
362
Trivium Point Advisory
Connecticut
$3.92M +$696K +33,624 +22%
PA
363
PFG Advisors
Arizona
$3.89M +$401K +19,389 +11%
VA
364
Valmark Advisers
Ohio
$3.87M +$33.3K +1,608 +0.9%
ECML
365
Eagle Capital Management (Louisiana)
Louisiana
$3.86M +$88.3K +4,266 +2%
Bank of New York Mellon
366
Bank of New York Mellon
New York
$3.84M -$4.66M -225,420 -55%
CG
367
Cynosure Group
Utah
$3.83M +$993 +48 +0%
HMS
368
Hanseatic Management Services
New Mexico
$3.83M -$217K -10,467 -5%
MWM
369
Merriman Wealth Management
Washington
$3.81M +$74.5K +3,603 +2%
SPFA
370
Summit Place Financial Advisors
New Jersey
$3.77M -$15.8K -765 -0.4%
WC
371
Waterloo Capital
Texas
$3.76M -$89.4K -4,320 -2%
RWP
372
RWA Wealth Partners
Massachusetts
$3.73M -$2.61K -126 -0.1%
BCM
373
Brookstone Capital Management
Illinois
$3.73M -$724K -35,007 -16%
EF
374
Empowered Funds
Pennsylvania
$3.69M +$3.69M +178,161 New
SFS
375
Summit Financial Strategies
Ohio
$3.64M -$38K -1,839 -1%