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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 %
VWA
451
Visionary Wealth Advisors
Illinois
$2.38M +$177K +8,532 +8%
DAS
452
Diversify Advisory Services
Utah
$2.38M +$2.38M +115,251 New
SCM
453
Sebold Capital Management
Illinois
$2.38M -$28.2K -1,362 -1%
PL
454
Plancorp LLC
Missouri
$2.36M +$17.2K +831 +0.7%
IW
455
Imprint Wealth
South Carolina
$2.34M +$2.34M +113,121 New
PAI
456
Pittenger & Anderson Inc
Nebraska
$2.32M -$104K -5,028 -4%
TWG
457
The Wealth Group
Minnesota
$2.32M
FWP
458
FAS Wealth Partners
Kansas
$2.29M -$29.4K -1,419 -1%
MCM
459
Mitchell Capital Management
Kansas
$2.28M -$23K -1,110 -1%
SAF
460
Smith Anglin Financial
Texas
$2.26M -$795K -38,409 -26%
TIA
461
Traphagen Investment Advisors
New Jersey
$2.25M -$54.4K -2,631 -2%
ZIMP
462
Zimmermann Investment Management & Planning
Pennsylvania
$2.24M -$147K -7,095 -6%
OC
463
Oppenheimer & Co
New York
$2.21M -$60.9K -2,943 -3%
TAM
464
Townsend Asset Management
North Carolina
$2.2M -$207K -10,029 -9%
CWM
465
CCG Wealth Management
California
$2.19M -$433K -20,928 -16%
Janney Montgomery Scott
466
Janney Montgomery Scott
Pennsylvania
$2.19M +$10.7K +519 +0.5%
GC
467
Garde Capital
Washington
$2.16M -$3.1K -150 -0.1%
SWM
468
Spire Wealth Management
Virginia
$2.15M +$113K +5,475 +6%
FTS
469
Fifth Third Securities
Ohio
$2.09M -$175K -8,478 -8%
FWS
470
FinDec Wealth Services
California
$2.06M -$32.5K -1,572 -2%
PFC
471
Phocas Financial Corp
California
$2.06M
ZF
472
Zhang Financial
Michigan
$2.04M -$472K -22,824 -19%
WCM
473
Wealthcare Capital Management
Virginia
$2.04M -$1.78M -86,235 -47%
CIBC Private Wealth Group
474
CIBC Private Wealth Group
Georgia
$2.04M -$868K -41,994 -30%
Empower Advisory Group
475
Empower Advisory Group
Colorado
$2.02M -$666K -32,181 -25%