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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 %
EWM
426
Elmwood Wealth Management
California
$2.63M +$1.64M +79,254 +165%
Lazard Asset Management
427
Lazard Asset Management
New York
$2.63M
CWM
428
Cabot Wealth Management
Massachusetts
$2.62M -$615K -29,742 -19%
BFPW
429
BOK Financial Private Wealth
Colorado
$2.6M -$189K -9,150 -7%
MCM
430
Mainstay Capital Management
Michigan
$2.59M -$22.2K -1,074 -0.8%
JCIA
431
Jackson Creek Investment Advisors
Colorado
$2.59M -$66.5K -3,216 -3%
ECM
432
Elgethun Capital Management
South Dakota
$2.55M -$44.5K -2,145 -2%
Prudential Financial
433
Prudential Financial
New Jersey
$2.51M +$418K +20,220 +20%
AMG
434
Advisors Management Group
Wisconsin
$2.5M +$43.8K +2,115 +2%
BFG
435
Bleakley Financial Group
New Jersey
$2.5M -$21.9K -1,059 -0.9%
SW
436
Simplicity Wealth
New Jersey
$2.5M +$2.5M +120,834 New
CCWA
437
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M -$168K -8,142 -6%
APP
438
Avantax Planning Partners
Iowa
$2.49M +$242K +11,691 +11%
GPFA
439
Game Plan Financial Advisors
Ohio
$2.48M -$39.1K -1,890 -2%
VAF
440
Values Added Financial
District of Columbia
$2.47M -$43.4K -2,097 -2%
FCH
441
Freestone Capital Holdings
Washington
$2.45M +$112K +5,421 +5%
SEEDPG
442
S.E.E.D. Planning Group
New York
$2.44M +$504K +24,381 +26%
SFA
443
Seneca Financial Advisors
New York
$2.44M -$52.6K -2,541 -2%
FRA
444
Front Row Advisors
California
$2.43M -$3.35K -162 -0.1%
ZIM
445
Zacks Investment Management
Illinois
$2.42M
WP
446
WealthShield Partners
North Carolina
$2.42M +$94K +4,542 +4%
SCM
447
Stordahl Capital Management
Colorado
$2.42M -$71.8K -3,471 -3%
JPLA
448
Joseph P. Lucia & Associates
New York
$2.41M +$37.4K +1,806 +2%
NHC
449
Nicholas Hoffman & Company
Georgia
$2.39M +$4.59K +222 +0.2%
VWA
450
Visionary Wealth Advisors
Illinois
$2.38M +$177K +8,532 +8%