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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 %
WP
476
WealthShield Partners
North Carolina
$2.12M +$2.31K +123 +0.1%
FWP
477
FAS Wealth Partners
Kansas
$2.11M -$341K -18,132 -14%
TIA
478
Traphagen Investment Advisors
New Jersey
$2.1M +$64.7K +3,444 +3%
MCM
479
Mitchell Capital Management
Kansas
$2.1M -$1.41M -74,817 -40%
WAM
480
Worth Asset Management
Texas
$2.08M +$466K +24,783 +29%
FTS
481
Fifth Third Securities
Ohio
$2.06M -$112K -5,979 -5%
PFWA
482
Paces Ferry Wealth Advisors
Georgia
$2.06M -$84.6K -4,500 -4%
OC
483
Oppenheimer & Co
New York
$2.06M +$24.9K +1,323 +1%
APP
484
Avantax Planning Partners
Iowa
$2.04M -$279K -14,844 -12%
VWA
485
Visionary Wealth Advisors
Illinois
$2M +$157K +8,346 +8%
SCP
486
Stevens Capital Partners
Nebraska
$2M +$136K +7,233 +7%
WA
487
Waverly Advisors
Alabama
$1.99M +$19.3K +1,026 +1%
Janney Montgomery Scott
488
Janney Montgomery Scott
Pennsylvania
$1.98M +$1.98M +105,351 New
SPC
489
Sigma Planning Corp
Michigan
$1.98M -$6.72M -357,546 -77%
TPCW
490
TD Private Client Wealth
New York
$1.97M -$36.3K -1,932 -2%
IPWA
491
International Private Wealth Advisors
California
$1.97M +$1.97M +104,778 New
GC
492
Garde Capital
Washington
$1.97M -$3.22K -171 -0.2%
DSC
493
Duncker Streett & Co
Missouri
$1.95M +$56 +3 +0%
MWM
494
Meridian Wealth Management
Kentucky
$1.94M -$1.56M -83,157 -45%
FWS
495
FinDec Wealth Services
California
$1.9M -$15.2K -807 -0.8%
Prudential Financial
496
Prudential Financial
New Jersey
$1.9M +$629K +33,480 +50%
PCM
497
Pennsylvania Capital Management
Pennsylvania
$1.88M -$167K -8,859 -8%
LFA
498
Landmark Financial Advisors
Kentucky
$1.88M -$41.2K -2,190 -2%
SWM
499
Spire Wealth Management
Virginia
$1.87M -$129K -6,777 -6%
PFC
500
Phocas Financial Corp
California
$1.87M +$1.87M +99,504 New