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Schwab US Large- Cap ETF

1,185 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, 511 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
17.18%
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
511
Closed
64
Calls
$2.49M
Puts
$74K
Net Calls
+$2.42M
Net Calls Change
+$802K
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
401
Broadview Financial Management
Wisconsin
$2.97M -$178K -8,610 -6%
FA
402
Fagan Associates
New York
$2.95M +$21.3K +1,029 +0.7%
1WM
403
1900 Wealth Management
Texas
$2.94M -$26.6K -1,284 -0.9%
OCM
404
One Capital Management
California
$2.92M -$52K -2,514 -2%
WPC
405
Wedmont Private Capital
Pennsylvania
$2.91M +$44.3K +2,157 +2%
CCM
406
Condor Capital Management
New Jersey
$2.9M -$11.3K -546 -0.4%
VI
407
VanderPol Investments
Michigan
$2.89M +$409K +19,761 +16%
SG
408
Somerset Group
Minnesota
$2.88M +$141K +6,813 +5%
GHA
409
GW Henssler & Associates
Georgia
$2.88M -$44K -2,127 -2%
KCM
410
Kathmere Capital Management
Pennsylvania
$2.86M -$17.3K -837 -0.6%
BJL
411
Brighton Jones LLC
Washington
$2.86M -$76.3K -3,687 -3%
FCC
412
Flower City Capital
New York
$2.82M -$64.8K -3,132 -2%
AC
413
Abbrea Capital
California
$2.8M -$11.2K -543 -0.4%
CMBA
414
C.M. Bidwell & Associates
Hawaii
$2.79M -$131K -6,318 -4%
VWA
415
VERITY Wealth Advisors
United States
$2.79M -$17.7K -855 -0.6%
WIA
416
World Investment Advisors
California
$2.76M +$1.44M +69,804 +109%
EFS
417
Econ Financial Services
Pennsylvania
$2.75M -$1.61M -77,901 -37%
RC
418
Roundview Capital
New Jersey
$2.74M +$1.43K +69 +0.1%
VFA
419
Valeo Financial Advisors
Indiana
$2.72M +$77.1K +3,864 +3%
AA
420
Alesco Advisors
New York
$2.72M -$92.9K -4,491 -3%
MFWP
421
Mosaic Family Wealth Partners
Missouri
$2.71M -$169K -8,154 -6%
FCI
422
Financial Counselors Inc
Kansas
$2.68M -$9.31K -450 -0.3%
JWBC
423
John W. Brooker & Co
California
$2.68M +$227K +10,971 +9%
TPCW
424
TD Private Client Wealth
New York
$2.67M +$499K +24,123 +23%
JFGLC
425
Johnson Financial Group LLC (Colorado)
Colorado
$2.64M -$3.85K -186 -0.1%