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Schwab US Large- Cap ETF

1,068 hedge funds and large institutions have $21.8B invested in Schwab US Large- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 373 increasing their positions, 448 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.84%
Holding in Top 10
165
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.6%
New
80
Increased
373
Reduced
448
Closed
40
Calls
$7.14M
Puts
$1.2M
Net Calls
+$5.94M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
601
Martel Wealth Advisors
Washington
$876K -$484K -27,720 -36%
ANTB
602
AMG National Trust Bank
Colorado
$875K -$164K -9,369 -16%
CAM
603
Carret Asset Management
New York
$870K
CAM
604
Cozad Asset Management
Illinois
$865K -$15.7K -897 -2%
PAM
605
Peak Asset Management
Colorado
$863K -$4.5K -258 -0.5%
MCWS
606
McKinley Carter Wealth Services
West Virginia
$863K +$11.7K +669 +1%
IWM
607
IHT Wealth Management
Illinois
$858K -$29.3K -1,677 -3%
SC
608
Slow Capital
California
$851K -$111K -6,363 -12%
RDFA
609
Ritter Daniher Financial Advisory
Ohio
$848K -$100K -5,757 -11%
C
610
Certuity
Florida
$832K -$133K -7,614 -14%
CPP
611
Capasso Planning Partners
South Carolina
$830K -$62.8K -3,597 -7%
M&T Bank
612
M&T Bank
New York
$828K -$14.6K -837 -2%
BL
613
BFSG LLC
California
$827K -$11.3K -645 -1%
Nomura Asset Management
614
Nomura Asset Management
Japan
$825K -$3.26M -186,495 -80%
GG
615
GenWealth Group
New Jersey
$823K +$135K +7,725 +20%
APW
616
Aurora Private Wealth
New Jersey
$821K -$102K -5,862 -11%
CA
617
Crewe Advisors
Utah
$818K +$47.6K +2,724 +6%
RPGK
618
Retirement Planning Group (Kansas)
Kansas
$812K +$52 +3 +0%
HWA
619
HHM Wealth Advisors
Tennessee
$784K +$9.37K +537 +1%
WFS
620
Walker Financial Services
Kentucky
$783K -$1.41K -81 -0.2%
AFA
621
American Financial Advisors
Georgia
$778K +$61.1K +3,498 +9%
S
622
SignatureFD
Georgia
$776K +$316K +18,123 +69%
G
623
Gainplan
Michigan
$774K -$28.4K -1,629 -4%
FWA
624
FSM Wealth Advisors
Ohio
$767K +$99.9K +5,721 +15%
CI
625
CX Institutional
Indiana
$759K +$759K +43,473 New