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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 %
VP
501
Verum Partners
North Carolina
$1.86M +$396K +21,081 +27%
WC
502
Wynn Capital
Georgia
$1.83M +$1.83M +97,590 New
HC
503
Hamilton Capital
Ohio
$1.83M +$1.83M +97,461 New
TWM
504
Thrive Wealth Management
Pennsylvania
$1.83M +$1.22M +65,067 +201%
WP
505
WealthPLAN Partners
Nebraska
$1.82M -$19K -1,008 -1%
SEEDPG
506
S.E.E.D. Planning Group
New York
$1.76M -$503K -26,766 -22%
CG
507
Caprock Group
Idaho
$1.76M +$4.74K +252 +0.3%
TW
508
TritonPoint Wealth
Maryland
$1.75M +$1.75M +93,051 New
OF
509
Outfitter Financial
Maine
$1.75M +$53.6K +2,850 +3%
RC
510
Rovin Capital
Arizona
$1.74M -$11.7K -621 -0.7%
AIS
511
American Investment Services
Massachusetts
$1.71M
PWW
512
Pettyjohn Wood & White
Virginia
$1.7M
MFT
513
Moisand Fitzgerald Tamayo
Florida
$1.69M -$139K -7,398 -8%
TFS
514
Thoroughbred Financial Services
Tennessee
$1.69M +$38.1K +2,025 +2%
SWM
515
Stockman Wealth Management
Montana
$1.69M -$579K -30,795 -26%
GRP
516
Global Retirement Partners
California
$1.69M +$10.9K +579 +0.6%
CPA
517
Clear Point Advisors
New York
$1.67M +$1.67M +88,872 New
AOWM
518
Alpha Omega Wealth Management
Virginia
$1.67M -$41.1K -2,184 -2%
PFA
519
Petra Financial Advisors
Colorado
$1.66M +$3.1K +165 +0.2%
RWMH
520
Riverpoint Wealth Management Holdings
Illinois
$1.65M +$677 +36 +0%
AF
521
Advisornet Financial
Minnesota
$1.65M +$149K +7,902 +10%
VCM
522
Vision Capital Management
Oregon
$1.65M -$11.2K -594 -0.7%
WTC
523
WhitTier Trust Company
Nevada
$1.64M
SQA
524
Simon Quick Advisors
New Jersey
$1.64M -$27.5K -1,464 -2%
RZH
525
Relyea Zuckerberg Hanson
Connecticut
$1.64M +$5.98K +318 +0.4%