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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 %
BL
626
BFSG LLC
California
$988K -$10.4K -501 -1%
MCWS
627
McKinley Carter Wealth Services
West Virginia
$986K -$15.9K -768 -2%
AMIM
628
Aull & Monroe Investment Management
Alabama
$986K +$130K +6,285 +15%
IA
629
IFG Advisory
Georgia
$982K +$16.1K +777 +2%
JCM
630
Jacobi Capital Management
Pennsylvania
$978K -$3.1M -149,907 -76%
EK
631
Evensky & Katz
Florida
$973K -$259K -12,513 -21%
LEFP
632
Leading Edge Financial Planning
Tennessee
$965K -$105K -5,094 -10%
TCM
633
Tradewinds Capital Management
Washington
$964K -$32M -1,545,744 -97%
CA
634
Crewe Advisors
Utah
$962K +$683 +33 +0.1%
RPGK
635
Retirement Planning Group (Kansas)
Kansas
$939K -$62 -3 -0%
SHA
636
Seneca House Advisors
Virginia
$937K -$14.4M -695,940 -94%
CFG
637
Cooper Financial Group
California
$930K +$123K +5,925 +15%
KIA
638
KCM Investment Advisors
California
$930K -$74.9K -3,621 -7%
SC
639
Slow Capital
California
$929K -$71.5K -3,456 -7%
Natixis Advisors
640
Natixis Advisors
Massachusetts
$929K +$56K +2,709 +6%
SIMG
641
Sonora Investment Management Group
Arizona
$928K +$43.8K +2,115 +5%
HF
642
HRT Financial
New York
$927K -$590K -28,536 -39%
RDFA
643
Ritter Daniher Financial Advisory
Ohio
$924K -$21.4K -1,035 -2%
HWA
644
HHM Wealth Advisors
Tennessee
$918K
FPCG
645
Fort Pitt Capital Group
Pennsylvania
$909K -$2.79M -135,042 -75%
GM
646
GeoWealth Management
Illinois
$901K +$901K +43,554 New
MCP
647
Mirador Capital Partners
California
$896K -$275K -13,296 -23%
WFS
648
Walker Financial Services
Kentucky
$883K -$11.5K -558 -1%
PPP
649
Private Portfolio Partners
New Jersey
$876K
G
650
Gainplan
Michigan
$876K +$21.2K +1,026 +2%