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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 %
ECM
451
Elgethun Capital Management
South Dakota
$2.35M +$50.9K +2,709 +2%
TWG
452
The Wealth Group
Minnesota
$2.32M +$2.32M +118,734 New
SS
453
Simplicity Solutions
Minnesota
$2.29M -$58.7K -3,123 -2%
BFG
454
Bleakley Financial Group
New Jersey
$2.29M -$58.7K -3,123 -2%
MW
455
Maia Wealth
Colorado
$2.29M +$2.29M +121,863 New
VAF
456
Values Added Financial
District of Columbia
$2.29M -$224K -11,916 -9%
GPFA
457
Game Plan Financial Advisors
Ohio
$2.29M +$2.29M +121,668 New
ZF
458
Zhang Financial
Michigan
$2.28M -$517K -27,525 -18%
SFA
459
Seneca Financial Advisors
New York
$2.26M +$12.4K +660 +0.6%
SCM
460
Stordahl Capital Management
Colorado
$2.26M -$98.1K -5,217 -4%
VI
461
VanderPol Investments
Michigan
$2.25M +$2.25M +119,943 New
AMG
462
Advisors Management Group
Wisconsin
$2.23M -$15.5K -822 -0.7%
JWBC
463
John W. Brooker & Co
California
$2.23M +$217K +11,532 +11%
FRA
464
Front Row Advisors
California
$2.21M -$29.2K -1,554 -1%
PAI
465
Pittenger & Anderson Inc
Nebraska
$2.21M +$168K +8,919 +8%
ZIM
466
Zacks Investment Management
Illinois
$2.2M -$27K -1,437 -1%
TAM
467
Townsend Asset Management
North Carolina
$2.19M +$6.2K +330 +0.3%
SCM
468
Sebold Capital Management
Illinois
$2.19M -$302K -16,071 -12%
NHC
469
Nicholas Hoffman & Company
Georgia
$2.17M +$6.88K +366 +0.3%
ZIMP
470
Zimmermann Investment Management & Planning
Pennsylvania
$2.17M -$26.8K -1,425 -1%
MA
471
MONECO Advisors
Connecticut
$2.16M +$41.2K +2,193 +2%
JPLA
472
Joseph P. Lucia & Associates
New York
$2.16M +$4.06K +216 +0.2%
RWA
473
Rainsberger Wealth Advisors
Colorado
$2.14M +$16.2K +864 +0.8%
PL
474
Plancorp LLC
Missouri
$2.13M -$96.8K -5,151 -4%
FCH
475
Freestone Capital Holdings
Washington
$2.12M +$30.2K +1,605 +1%