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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 %
Cetera Investment Advisers
576
Cetera Investment Advisers
Illinois
$1.28M +$566K +30,114 +80%
WIM
577
Warwick Investment Management
Texas
$1.27M
JFG
578
Jefferies Financial Group
New York
$1.26M
WAG
579
Wiser Advisor Group
Arizona
$1.26M +$1.26M +67,014 New
AFA
580
American Financial Advisors
Georgia
$1.25M +$169K +8,991 +16%
CAL
581
Capital Advisors Ltd
Ohio
$1.24M
SCM
582
Spreng Capital Management
Ohio
$1.24M -$74.8K -3,978 -6%
FM
583
Family Management
New York
$1.23M -$124K -6,603 -9%
CFD
584
Creative Financial Designs
Indiana
$1.23M +$25.4K +1,350 +2%
KWM
585
Kingsview Wealth Management
Oregon
$1.22M -$29.4K -1,563 -2%
IFS
586
Ifrah Financial Services
Arkansas
$1.22M -$27.7K -1,473 -2%
UIA
587
Ulland Investment Advisors
Minnesota
$1.21M -$147K -7,800 -11%
ICM
588
Intrepid Capital Management
Florida
$1.21M
AIM
589
Aspen Investment Management
Michigan
$1.21M +$113K +6,012 +10%
WIA
590
World Investment Advisors
California
$1.2M +$30.9K +1,644 +3%
BFS
591
Bradley Foster & Sargent
Connecticut
$1.19M +$40.2K +2,136 +3%
CCG
592
Chatham Capital Group
Georgia
$1.19M
CTWM
593
Cherry Tree Wealth Management
Minnesota
$1.19M -$24K -1,278 -2%
FWCM
594
Ferguson Wellman Capital Management
Oregon
$1.18M +$71.2K +3,789 +6%
EA
595
Evolution Advisers
Virginia
$1.18M -$7.85K -420 -0.7%
WSTAM
596
Wilbanks Smith & Thomas Asset Management
Virginia
$1.17M -$56.7K -3,018 -5%
FCP
597
Fidelis Capital Partners
Florida
$1.17M
IF
598
Ironwood Financial
Arizona
$1.17M -$16.3K -867 -1%
FFA
599
First Foundation Advisors
California
$1.15M +$1.07K +57 +0.1%
SSB
600
Sandy Spring Bank
Maryland
$1.15M