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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 %
FG
551
Foster Group
Iowa
$1.4M +$183K +8,856 +15%
Comerica Bank
552
Comerica Bank
Texas
$1.39M +$277K +13,371 +25%
JFG
553
Jefferies Financial Group
New York
$1.39M
WAG
554
Wiser Advisor Group
Arizona
$1.38M -$5.78K -279 -0.4%
AP
555
Adero Partners
California
$1.38M -$24.9K -1,206 -2%
CTWM
556
Cherry Tree Wealth Management
Minnesota
$1.38M +$71.1K +3,438 +5%
IFS
557
Ifrah Financial Services
Arkansas
$1.37M +$30.1K +1,455 +2%
CAL
558
Capital Advisors Ltd
Ohio
$1.37M
AAS
559
Ameritas Advisory Services
Nebraska
$1.35M +$403K +19,764 +42%
KWM
560
Kingsview Wealth Management
Oregon
$1.35M +$4.28K +207 +0.3%
PS
561
Principal Securities
Iowa
$1.34M +$246K +11,883 +22%
SA
562
SpiderRock Advisors
Delaware
$1.34M +$1.34M +65,826 New
BFS
563
Bradley Foster & Sargent
Connecticut
$1.34M +$25.1K +1,215 +2%
IWM
564
IHT Wealth Management
Illinois
$1.34M +$293K +14,163 +28%
ICM
565
Intrepid Capital Management
Florida
$1.33M +$62 +3 +0%
SSB
566
Sandy Spring Bank
Maryland
$1.32M +$57K +2,757 +5%
GVAG
567
Great Valley Advisor Group
Delaware
$1.32M -$114K -5,520 -8%
CFD
568
Creative Financial Designs
Indiana
$1.32M -$34.6K -1,674 -3%
PFA
569
Pinnacle Family Advisors
Missouri
$1.32M +$224K +10,836 +21%
CCG
570
Chatham Capital Group
Georgia
$1.31M +$62 +3 +0%
EA
571
Evolution Advisers
Virginia
$1.31M
SCM
572
Spreng Capital Management
Ohio
$1.3M -$58.7K -2,838 -4%
FM
573
Family Management
New York
$1.3M -$48.6K -2,349 -4%
PCM
574
Pennsylvania Capital Management
Pennsylvania
$1.28M -$790K -38,178 -38%
IF
575
Ironwood Financial
Arizona
$1.28M +$310 +15 +0%