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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 %
SWM
526
SeaCrest Wealth Management
New York
$1.63M -$135K -7,311 -8%
TIAA Trust, National Association
527
TIAA Trust, National Association
North Carolina
$1.62M -$91.5K -4,866 -5%
DTC
528
Davidson Trust Company
Washington
$1.61M
DWM
529
Dechtman Wealth Management
Colorado
$1.61M -$60.1K -3,198 -4%
YIA
530
YHB Investment Advisors
Connecticut
$1.59M -$34.5K -1,833 -2%
HWMG
531
Hurlow Wealth Management Group
Indiana
$1.58M -$16.5K -876 -1%
VCM
532
Virtue Capital Management
Tennessee
$1.58M -$2.48M -141,792 Closed
BMCM
533
Bryn Mawr Capital Management
Pennsylvania
$1.58M +$2.82K +150 +0.2%
CFGSD
534
Compass Financial Group (South Dakota)
South Dakota
$1.57M +$25.9K +1,377 +2%
MSWMA
535
Market Street Wealth Management Advisors
Indiana
$1.57M -$25.8K -1,371 -2%
CA
536
Capital Advantage
California
$1.55M +$1.18K +63 +0.1%
LIA
537
LBMC Investment Advisors
Tennessee
$1.55M +$113 +6 +0%
CAI
538
Capital Advisors Inc
Oklahoma
$1.55M -$396K -21,066 -20%
William Blair & Company
539
William Blair & Company
Illinois
$1.54M +$605K +32,175 +65%
FNBT
540
FineMark National Bank & Trust
Florida
$1.53M -$92.3K -4,911 -6%
RL
541
Retireful LLC
Michigan
$1.51M +$1.51M +80,526 New
WI
542
Wedgewood Investors
Pennsylvania
$1.51M -$173K -9,210 -10%
PSCM
543
Per Stirling Capital Management
Texas
$1.51M -$228K -12,141 -13%
Calamos Advisors
544
Calamos Advisors
Illinois
$1.51M -$959 -51 -0.1%
OFS
545
Oldfather Financial Services
Nebraska
$1.5M -$11.2K -597 -0.7%
BPWM
546
Badgley Phelps Wealth Managers
Washington
$1.49M +$14K +744 +0.9%
OFG
547
Oxford Financial Group
Indiana
$1.48M +$1.31M +69,852 +785%
GWA
548
GGM Wealth Advisors
Maryland
$1.48M +$363K +18,834 +32%
CSI
549
Cross Staff Investments
New York
$1.47M +$790 +42 +0.1%
BFG
550
Bouchey Financial Group
New York
$1.46M -$7.39K -393 -0.5%