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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 %
LEFP
626
Leading Edge Financial Planning
Tennessee
$973K -$140K -7,467 -13%
CPP
627
Capasso Planning Partners
South Carolina
$952K +$64K +3,402 +7%
BAM
628
BOS Asset Management
Illinois
$951K +$951K +50,598 New
IWM
629
IHT Wealth Management
Illinois
$949K +$20.3K +1,080 +2%
CAM
630
Cozad Asset Management
Illinois
$945K +$13.2K +702 +1%
ANTB
631
AMG National Trust Bank
Colorado
$945K +$1.52K +81 +0.2%
FWI
632
Facet Wealth Inc
Maryland
$937K +$38.8K +1,986 +4%
VPA
633
Vernal Point Advisors
California
$936K +$936K +49,806 New
VVP
634
Venture Visionary Partners
Ohio
$936K -$102K -5,439 -10%
Millennium Management
635
Millennium Management
New York
$934K -$3.46M -183,927 -79%
APW
636
Aurora Private Wealth
New Jersey
$932K +$28.3K +1,506 +3%
CAM
637
Carret Asset Management
New York
$931K -$3.1K -165 -0.3%
SSW
638
Stone Summit Wealth
Florida
$930K -$72.8K -3,873 -7%
FCM
639
Firestone Capital Management
Florida
$929K -$45.5K -2,418 -5%
S
640
SignatureFD
Georgia
$925K -$1.81K -96 -0.2%
JCM
641
Jacobsen Capital Management
Utah
$922K -$26.4K -1,404 -3%
PAM
642
Peak Asset Management
Colorado
$919K
CCA
643
Clarity Capital Advisors
Florida
$918K +$918K +48,855 New
KIA
644
KCM Investment Advisors
California
$913K +$318K +16,932 +54%
MCWS
645
McKinley Carter Wealth Services
West Virginia
$911K -$2.26K -120 -0.2%
OC
646
Oarsman Capital
Wisconsin
$911K +$377K +20,040 +71%
SC
647
Slow Capital
California
$909K -$5.92K -315 -0.6%
BL
648
BFSG LLC
California
$907K -$15.5K -825 -2%
EWM
649
Elmwood Wealth Management
California
$902K -$1.26M -67,170 -58%
C
650
Certuity
Florida
$899K +$3.22K +171 +0.4%