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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 %
Financial Engines Advisors
376
Financial Engines Advisors
California
$3.63M -$83.2K -4,020 -2%
KAS
377
Kestra Advisory Services
Texas
$3.63M -$1.06K -51 -0%
TWM
378
Thrive Wealth Management
Pennsylvania
$3.56M +$1.55M +74,889 +77%
ASN
379
Advisory Services Network
Georgia
$3.55M +$116K +5,628 +3%
RF
380
RHS Financial
California
$3.55M -$331K -15,987 -9%
AMG
381
Asset Management Group
Connecticut
$3.54M +$10.2K +495 +0.3%
HCM
382
Hollencrest Capital Management
California
$3.48M -$4.84K -234 -0.1%
MIA
383
MeadowBrook Investment Advisors
Michigan
$3.48M -$10.9K -525 -0.3%
IP
384
Ignite Planners
California
$3.46M +$2.29K +111 +0.1%
ELM
385
Elite Life Management
Florida
$3.45M +$376K +18,156 +12%
AFP
386
Ausdal Financial Partners
Iowa
$3.42M +$322K +15,546 +10%
SHGA
387
Sand Hill Global Advisors
California
$3.36M
APSI
388
Asset Planning Services Inc
Louisiana
$3.29M -$89.1K -4,308 -3%
NGA
389
Naples Global Advisors
Florida
$3.27M +$290K +13,998 +10%
DWM
390
Dakota Wealth Management
Florida
$3.24M +$136K +6,591 +4%
BFA
391
Beaumont Financial Advisors
Massachusetts
$3.21M +$7.01K +339 +0.2%
PCM
392
Poehling Capital Management
Wisconsin
$3.18M
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$3.16M -$54.2K -2,622 -2%
NCM
394
Next Capital Management
New York
$3.13M -$80.8K -3,906 -3%
HT
395
Heritage Trust
Oklahoma
$3.08M -$770K -37,200 -20%
AWM
396
Avior Wealth Management
Nebraska
$3.06M +$148K +7,140 +5%
ECG
397
Edge Capital Group
Georgia
$3.03M -$78.1K -3,777 -3%
IC
398
IEQ Capital
California
$3.03M +$1.18K +57 +0%
WWM
399
Western Wealth Management
Colorado
$3.01M -$1.52M -73,302 -33%
BFM
400
Broadview Financial Management
Wisconsin
$2.97M -$178K -8,610 -6%