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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 %
ASN
401
Advisory Services Network
Georgia
$3.12M -$1.75K -93 -0.1%
APSI
402
Asset Planning Services Inc
Louisiana
$3.07M +$6.32K +336 +0.2%
SHGA
403
Sand Hill Global Advisors
California
$3.05M -$105K -5,592 -3%
CWM
404
Cabot Wealth Management
Massachusetts
$2.94M -$298K -15,855 -9%
TPA
405
Trivium Point Advisory
Connecticut
$2.93M +$363K +19,311 +14%
PNC Financial Services Group
406
PNC Financial Services Group
Pennsylvania
$2.92M -$14.8K -786 -0.5%
NCM
407
Next Capital Management
New York
$2.92M -$2.26K -120 -0.1%
BFA
408
Beaumont Financial Advisors
Massachusetts
$2.91M -$445K -23,664 -13%
PCM
409
Poehling Capital Management
Wisconsin
$2.89M +$2.89M +153,708 New
CP
410
Capital Planning
Washington
$2.87M -$3.26M -173,505 -53%
BFM
411
Broadview Financial Management
Wisconsin
$2.86M -$54K -2,874 -2%
ECG
412
Edge Capital Group
Georgia
$2.83M -$191K -10,134 -6%
DWM
413
Dakota Wealth Management
Florida
$2.82M +$162K +8,598 +6%
AFP
414
Ausdal Financial Partners
Iowa
$2.82M -$77.3K -4,113 -3%
ELM
415
Elite Life Management
Florida
$2.79M +$2.79M +148,566 New
SAF
416
Smith Anglin Financial
Texas
$2.78M -$1.34M -71,367 -33%
IC
417
IEQ Capital
California
$2.75M +$596K +31,725 +28%
NGA
418
Naples Global Advisors
Florida
$2.71M +$393K +20,889 +17%
OCM
419
One Capital Management
California
$2.7M -$56.1K -2,985 -2%
1WM
420
1900 Wealth Management
Texas
$2.7M +$38.7K +2,058 +1%
BJL
421
Brighton Jones LLC
Washington
$2.67M -$396K -21,081 -13%
FA
422
Fagan Associates
New York
$2.66M -$27.4K -1,458 -1%
CMBA
423
C.M. Bidwell & Associates
Hawaii
$2.66M -$41.8K -2,226 -2%
GHA
424
GW Henssler & Associates
Georgia
$2.65M +$14.2K +756 +0.5%
AWM
425
Avior Wealth Management
Nebraska
$2.65M -$406K -21,609 -13%