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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 %
CFGSD
501
Compass Financial Group (South Dakota)
South Dakota
$1.78M +$54.7K +2,646 +3%
SWM
502
SeaCrest Wealth Management
New York
$1.78M -$45K -2,175 -2%
DWM
503
Dechtman Wealth Management
Colorado
$1.77M +$5.59K +270 +0.3%
DTC
504
Davidson Trust Company
Washington
$1.77M
WAM
505
Worth Asset Management
Texas
$1.77M -$523K -25,284 -23%
VCM
506
Vision Capital Management
Oregon
$1.76M -$52.6K -2,544 -3%
YIA
507
YHB Investment Advisors
Connecticut
$1.76M +$12.2K +591 +0.7%
William Blair & Company
508
William Blair & Company
Illinois
$1.75M +$56.2K +2,715 +3%
TW
509
TritonPoint Wealth
Maryland
$1.75M -$1.98K -105 -0.1%
BMCM
510
Bryn Mawr Capital Management
Pennsylvania
$1.74M +$3.29K +159 +0.2%
TFS
511
Thoroughbred Financial Services
Tennessee
$1.73M -$131K -6,324 -7%
CA
512
Capital Advantage
California
$1.71M +$15.9K +771 +0.9%
Calamos Advisors
513
Calamos Advisors
Illinois
$1.71M +$49.1K +2,373 +3%
LIA
514
LBMC Investment Advisors
Tennessee
$1.7M +$124 +6 +0%
GGI
515
Godsey & Gibb Inc
Virginia
$1.7M +$139K +6,702 +9%
GRP
516
Global Retirement Partners
California
$1.7M -$165K -7,968 -9%
HWMG
517
Hurlow Wealth Management Group
Indiana
$1.7M -$44.8K -2,166 -3%
MSWMA
518
Market Street Wealth Management Advisors
Indiana
$1.69M -$34.4K -1,665 -2%
PFA
519
Petra Financial Advisors
Colorado
$1.69M
WCM
520
Weaver Capital Management
Georgia
$1.69M -$1.18M -56,853 -41%
JWA
521
JFS Wealth Advisors
Pennsylvania
$1.65M +$66K +3,192 +4%
CSI
522
Cross Staff Investments
New York
$1.64M +$19.5K +945 +1%
CP
523
Capital Planning
Washington
$1.64M -$1.52M -73,449 -48%
NCM
524
Novare Capital Management
North Carolina
$1.63M +$800K +38,676 +97%
FNBT
525
FineMark National Bank & Trust
Florida
$1.62M -$68K -3,285 -4%