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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 %
CA
601
Clearstead Advisors
Ohio
$1.14M -$44.6K -2,373 -4%
MS
602
Madden Securities
Texas
$1.14M +$1.14M +60,498 New
JF
603
Joule Financial
Kentucky
$1.12M -$29K -1,545 -3%
EK
604
Evensky & Katz
Florida
$1.12M +$129K +6,864 +13%
AIMC
605
Alley Investment Management Company
Illinois
$1.1M -$98K -5,214 -8%
TCA
606
Transcend Capital Advisors
New Jersey
$1.09M
TC
607
Tenret Company
Florida
$1.08M +$1.08M +57,438 New
Brown Advisory
608
Brown Advisory
Maryland
$1.07M
MCP
609
Mirador Capital Partners
California
$1.06M +$1.06M +56,625 New
TYCC
610
Texas Yale Capital Corp
Florida
$1.06M -$2.26K -120 -0.2%
TWA
611
TCI Wealth Advisors
Arizona
$1.05M +$2.54K +135 +0.2%
FMWA
612
Forvis Mazars Wealth Advisors
Missouri
$1.03M +$3.05K +162 +0.3%
AIA
613
Alternative Investment Advisors
Florida
$1.02M -$101K -5,373 -9%
TCM
614
Twele Capital Management
Minnesota
$1.01M -$100K -5,334 -9%
Comerica Bank
615
Comerica Bank
Texas
$1.01M -$55.5K -2,952 -5%
RA
616
RFG Advisory
Alabama
$1.01M -$35.8K -1,905 -3%
PS
617
Principal Securities
Iowa
$998K +$998K +53,097 New
CIC
618
Cutler Investment Counsel
Oregon
$995K -$113 -6 -0%
PFA
619
Pinnacle Family Advisors
Missouri
$992K +$254K +13,515 +34%
FG
620
Foster Group
Iowa
$991K
FAG
621
Fortitude Advisory Group
Washington
$987K -$15.8K -843 -2%
PFA
622
Plotkin Financial Advisors
Maryland
$985K +$332K +17,637 +51%
JJBC
623
James J. Burns & Company
New York
$980K -$7.05K -375 -0.7%
EFG
624
Everhart Financial Group
Ohio
$978K -$478K -25,416 -33%
SC
625
Schoolcraft Capital
Colorado
$976K -$14.3K -762 -1%