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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 %
CCM
426
Condor Capital Management
New Jersey
$2.64M -$22.7K -1,209 -0.9%
CIBC Private Wealth Group
427
CIBC Private Wealth Group
Georgia
$2.64M +$931K +49,533 +54%
PWS
428
Precision Wealth Strategies
Missouri
$2.64M -$152K -8,103 -5%
FCC
429
Flower City Capital
New York
$2.62M -$114K -6,039 -4%
MFWP
430
Mosaic Family Wealth Partners
Missouri
$2.62M -$146K -7,752 -5%
KCM
431
Kathmere Capital Management
Pennsylvania
$2.62M -$117K -6,207 -4%
WPC
432
Wedmont Private Capital
Pennsylvania
$2.61M +$2.06M +109,938 +374%
WCM
433
Weaver Capital Management
Georgia
$2.6M +$2.6M +138,399 New
AA
434
Alesco Advisors
New York
$2.56M -$856K -45,546 -25%
AC
435
Abbrea Capital
California
$2.56M
VWA
436
VERITY Wealth Advisors
United States
$2.55M
BFPW
437
BOK Financial Private Wealth
Colorado
$2.53M -$171K -9,105 -6%
BOSSRA
438
B.O.S.S. Retirement Advisors
Utah
$2.5M -$928K -49,365 -27%
SG
439
Somerset Group
Minnesota
$2.49M +$104K +5,538 +4%
VFA
440
Valeo Financial Advisors
Indiana
$2.49M -$128K -6,804 -5%
RC
441
Roundview Capital
New Jersey
$2.49M -$11.5K -612 -0.5%
FCI
442
Financial Counselors Inc
Kansas
$2.45M +$9.14K +486 +0.4%
Empower Advisory Group
443
Empower Advisory Group
Colorado
$2.44M +$489K +26,001 +25%
CCWA
444
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.42M +$42.1K +2,238 +2%
JCIA
445
Jackson Creek Investment Advisors
Colorado
$2.41M -$176K -9,372 -7%
JFGLC
446
Johnson Financial Group LLC (Colorado)
Colorado
$2.4M
CIR
447
Clear Investment Research
Georgia
$2.4M -$40.9K -2,178 -2%
CWM
448
CCG Wealth Management
California
$2.39M -$135K -7,176 -5%
Lazard Asset Management
449
Lazard Asset Management
New York
$2.39M
MCM
450
Mainstay Capital Management
Michigan
$2.38M -$8.8K -468 -0.4%