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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 %
IPWA
476
International Private Wealth Advisors
California
$2M -$170K -8,226 -8%
DSC
477
Duncker Streett & Co
Missouri
$1.99M -$153K -7,374 -7%
GWA
478
GGM Wealth Advisors
Maryland
$1.99M +$413K +20,106 +26%
WC
479
Wynn Capital
Georgia
$1.99M -$32.6K -1,575 -2%
CAI
480
Capital Advisors Inc
Oklahoma
$1.97M +$268K +12,933 +16%
VP
481
Verum Partners
North Carolina
$1.97M -$75.2K -3,636 -4%
WP
482
WealthPLAN Partners
Nebraska
$1.95M -$47K -2,271 -2%
CG
483
Caprock Group
Idaho
$1.94M +$248 +12 +0%
SCP
484
Stevens Capital Partners
Nebraska
$1.93M -$267K -12,909 -12%
RC
485
Rovin Capital
Arizona
$1.93M +$9.93K +480 +0.5%
VCM
486
Virtue Capital Management
Tennessee
$1.92M +$1.92M +94,653 New
OF
487
Outfitter Financial
Maine
$1.91M -$11.2K -540 -0.6%
AIS
488
American Investment Services
Massachusetts
$1.88M
AF
489
Advisornet Financial
Minnesota
$1.88M +$61.9K +2,991 +3%
PWW
490
Pettyjohn Wood & White
Virginia
$1.88M
CPA
491
Clear Point Advisors
New York
$1.85M +$9.93K +480 +0.5%
PFWA
492
Paces Ferry Wealth Advisors
Georgia
$1.85M -$421K -20,361 -19%
WTC
493
WhitTier Trust Company
Nevada
$1.85M +$36.1K +1,746 +2%
SQA
494
Simon Quick Advisors
New Jersey
$1.83M +$24.2K +1,170 +1%
AOWM
495
Alpha Omega Wealth Management
Virginia
$1.82M -$10.2K -495 -0.6%
RWMH
496
Riverpoint Wealth Management Holdings
Illinois
$1.82M +$559 +27 +0%
MFT
497
Moisand Fitzgerald Tamayo
Florida
$1.82M -$42.8K -2,067 -2%
RAG
498
RIA Advisory Group
Iowa
$1.82M +$1.82M +87,771 New
RZH
499
Relyea Zuckerberg Hanson
Connecticut
$1.81M +$5.09K +246 +0.3%
SWM
500
Stockman Wealth Management
Montana
$1.79M -$69.3K -3,351 -4%