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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 %
AAS
651
Ameritas Advisory Services
Nebraska
$897K -$435K -22,632 -33%
Nomura Asset Management
652
Nomura Asset Management
Japan
$888K
IA
653
IFG Advisory
Georgia
$878K +$402K +21,357 +84%
CA
654
Crewe Advisors
Utah
$874K +$902 +48 +0.1%
Fisher Asset Management
655
Fisher Asset Management
Washington
$870K +$20.4K +1,083 +2%
RDFA
656
Ritter Daniher Financial Advisory
Ohio
$859K -$54.3K -2,889 -6%
TI
657
Trexquant Investment
Connecticut
$858K +$858K +45,615 New
MSS
658
Mitchell Sinkler & Starr
Pennsylvania
$854K +$854K +45,438 New
RPGK
659
Retirement Planning Group (Kansas)
Kansas
$853K -$21.6K -1,149 -2%
RSWA
660
Robinson Smith Wealth Advisors
Maine
$851K +$851K +45,282 New
HWA
661
HHM Wealth Advisors
Tennessee
$835K
TNA
662
True North Advisors
Texas
$826K -$199K -10,608 -19%
FWA
663
FSM Wealth Advisors
Ohio
$826K +$4.29K +228 +0.5%
AWA
664
Arete Wealth Advisors
Illinois
$814K +$591K +31,452 +265%
WFS
665
Walker Financial Services
Kentucky
$813K -$677 -36 -0.1%
GAM
666
Garrison Asset Management
Arkansas
$813K +$36.1K +1,920 +5%
SIMG
667
Sonora Investment Management Group
Arizona
$804K -$66.6K -3,543 -8%
GG
668
GenWealth Group
New Jersey
$799K -$4.12K -219 -0.5%
PPP
669
Private Portfolio Partners
New Jersey
$796K
Natixis Advisors
670
Natixis Advisors
Massachusetts
$793K +$57.3K +3,051 +8%
EFA
671
Evernest Financial Advisors
Indiana
$790K +$790K +42,036 New
NFW
672
Noble Family Wealth
Florida
$785K
BWA
673
Beam Wealth Advisors
Louisiana
$785K +$43.4K +2,310 +6%
OFG
674
Orcam Financial Group
California
$778K +$113 +6 +0%
AMIM
675
Aull & Monroe Investment Management
Alabama
$778K -$564 -30 -0.1%