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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 %
HT
376
Heritage Trust
Oklahoma
$3.5M
VA
377
Valmark Advisers
Ohio
$3.49M +$46K +2,448 +1%
CG
378
Cynosure Group
Utah
$3.48M +$1.18K +63 +0%
WCM
379
Wealthcare Capital Management
Virginia
$3.47M -$948K -50,406 -21%
SPFA
380
Summit Place Financial Advisors
New Jersey
$3.44M +$16.6K +885 +0.5%
ECML
381
Eagle Capital Management (Louisiana)
Louisiana
$3.43M +$609K +32,373 +22%
NC
382
Napatree Capital
Rhode Island
$3.42M +$3.42M +181,833 New
MWM
383
Merriman Wealth Management
Washington
$3.4M -$111K -5,886 -3%
RWP
384
RWA Wealth Partners
Massachusetts
$3.4M +$300K +15,942 +10%
Financial Engines Advisors
385
Financial Engines Advisors
California
$3.37M -$23K -1,221 -0.7%
FPCG
386
Fort Pitt Capital Group
Pennsylvania
$3.36M +$2M +106,545 +147%
CFGA
387
Cambridge Financial Group (Arizona)
Arizona
$3.35M +$3.35M +178,302 New
SFS
388
Summit Financial Strategies
Ohio
$3.34M -$3.27K -174 -0.1%
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$3.34M -$397K -21,036 -11%
KAS
390
Kestra Advisory Services
Texas
$3.3M +$190K +10,122 +6%
VST
391
Van Strum & Towne
California
$3.3M +$59.2K +3,150 +2%
GGI
392
GPM Growth Investors
Michigan
$3.26M +$1.06M +56,409 +48%
AI
393
Atria Investments
North Carolina
$3.24M -$116K -6,168 -3%
Pathstone Holdings
394
Pathstone Holdings
New Jersey
$3.22M +$3.22M +171,468 New
SWM
395
SigFig Wealth Management
California
$3.21M +$438K +24,876 +16%
AMG
396
Asset Management Group
Connecticut
$3.21M +$12K +639 +0.4%
PA
397
PFG Advisors
Arizona
$3.17M +$302K +16,041 +11%
MIA
398
MeadowBrook Investment Advisors
Michigan
$3.17M +$3.17M +168,513 New
HCM
399
Hollencrest Capital Management
California
$3.17M +$755K +40,143 +31%
IP
400
Ignite Planners
California
$3.12M -$236K -12,639 -7%