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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 %
LFG
551
Larson Financial Group
Missouri
$1.45M +$182K +9,657 +14%
JWA
552
JFS Wealth Advisors
Pennsylvania
$1.44M -$18.2K -969 -1%
MSG
553
Main Street Group
Virginia
$1.43M +$1.43M +75,801 New
AG
554
AlTi Global
New York
$1.42M +$1.42M +75,513 New
GGI
555
Godsey & Gibb Inc
Virginia
$1.42M +$355K +18,870 +33%
CA
556
CGN Advisors
Kansas
$1.42M +$380K +20,229 +37%
CMAI
557
Capital Management Associates Inc
Minnesota
$1.4M +$1.4M +1,008 New
FAIM
558
Financial Advocates Investment Management
Washington
$1.4M -$76.7K -4,080 -5%
CC
559
Callan Capital
California
$1.4M -$98.9K -5,259 -7%
HI
560
Human Investing
Oregon
$1.39M -$35.2K -1,872 -2%
PA
561
Pinnacle Associates
New York
$1.39M -$40K -2,130 -3%
CB
562
Commerce Bank
Missouri
$1.39M -$36.7K -1,953 -3%
PEA
563
Park Edge Advisors
Ohio
$1.39M -$89K -4,734 -6%
RDIA
564
RE Dickinson Investment Advisors
Iowa
$1.38M -$26.1K -1,386 -2%
HF
565
HRT Financial
New York
$1.38M +$1.38M +73,368 New
SP
566
Successful Portfolios
Florida
$1.33M +$22.1K +1,173 +2%
CCFM
567
Clear Creek Financial Management
Washington
$1.32M -$27.1K -1,443 -2%
GA
568
Geller Advisors
New York
$1.32M
EAM
569
Evanson Asset Management
California
$1.31M -$5.19K -276 -0.4%
WAG
570
Windsor Advisory Group
Ohio
$1.31M +$1.31M +69,660 New
GVAG
571
Great Valley Advisor Group
Delaware
$1.3M -$116K -6,186 -8%
APG
572
Abacus Planning Group
South Carolina
$1.3M -$10.4K -552 -0.8%
CAG
573
Compass Advisory Group
New York
$1.29M -$16.5M -875,085 -93%
AP
574
Adero Partners
California
$1.28M +$32K +1,701 +3%
HIC
575
Holderness Investments Company
North Carolina
$1.28M +$89.1K +4,737 +8%