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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 %
PFA
601
Plotkin Financial Advisors
Maryland
$1.1M +$17.7K +855 +2%
SSW
602
Stone Summit Wealth
Florida
$1.1M +$75.9K +3,669 +7%
CIC
603
Cutler Investment Counsel
Oregon
$1.1M +$2.23K +108 +0.2%
EW
604
Evoke Wealth
California
$1.09M +$839K +40,536 +338%
AIA
605
Alternative Investment Advisors
Florida
$1.09M -$34.2K -1,656 -3%
RA
606
RFG Advisory
Alabama
$1.08M -$33K -1,593 -3%
CAM
607
Carret Asset Management
New York
$1.07M +$50.1K +2,424 +5%
JWCA
608
J.W. Cole Advisors
Florida
$1.07M +$280K +13,527 +36%
SC
609
Schoolcraft Capital
Colorado
$1.05M -$21.1K -1,020 -2%
LTL
610
Lowery Thomas LLC
California
$1.05M +$274K +13,269 +35%
TCM
611
Twele Capital Management
Minnesota
$1.04M -$73.9K -3,573 -7%
Citigroup
612
Citigroup
New York
$1.04M +$498K +24,066 +92%
ANTB
613
AMG National Trust Bank
Colorado
$1.04M +$1.37K +66 +0.1%
CCM
614
Carlson Capital Management
Minnesota
$1.04M -$3.6M -173,787 -78%
GG
615
GenWealth Group
New Jersey
$1.03M +$154K +7,443 +18%
GBWM
616
Granite Bay Wealth Management
New Hampshire
$1.03M -$68.7M -3,321,666 -99%
VPA
617
Vernal Point Advisors
California
$1.03M
CAG
618
Compass Advisory Group
New York
$1.03M -$394K -19,065 -28%
CAM
619
Cozad Asset Management
Illinois
$1.03M -$14.7K -711 -1%
AWM
620
AE Wealth Management
Kansas
$1.02M -$48.5M -2,344,941 -98%
CA
621
Clearstead Advisors
Ohio
$1.02M -$228K -11,052 -18%
FCM
622
Firestone Capital Management
Florida
$1.02M -$3.48K -168 -0.3%
CCA
623
Clarity Capital Advisors
Florida
$1.01M +$3.23K +156 +0.3%
PAM
624
Peak Asset Management
Colorado
$1.01M -$4.34K -210 -0.4%
VVP
625
Venture Visionary Partners
Ohio
$990K -$40.1K -1,938 -4%