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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 %
GLR
676
Great Lakes Retirement
Ohio
$777K -$660K -35,100 -46%
G
677
Gainplan
Michigan
$776K -$34.6K -1,842 -4%
AWM
678
Accurate Wealth Management
Florida
$775K -$105K -5,598 -12%
CA
679
Cambridge Advisors
Nebraska
$775K -$1.02K -54 -0.1%
MWA
680
Martel Wealth Advisors
Washington
$775K -$169K -8,991 -18%
KPWS
681
Kestra Private Wealth Services
Texas
$773K +$63.8K +3,396 +9%
CA
682
Claro Advisors
Massachusetts
$771K +$289K +15,348 +60%
YAL
683
Your Advocates Ltd
Texas
$770K -$213K -11,352 -22%
CPA
684
Capital Performance Advisors
California
$765K
SFG
685
StrategIQ Financial Group
Indiana
$765K -$4.4K -234 -0.6%
ECM
686
Evergreen Capital Management
Washington
$762K +$227K +12,051 +42%
NCM
687
Novare Capital Management
North Carolina
$753K +$3.5K +186 +0.5%
OWMIAS
688
One Wealth Management Investment & Advisory Services
Florida
$752K +$752K +40,020 New
MIP
689
Marietta Investment Partners
Wisconsin
$749K +$38K +2,019 +5%
QCM
690
Quantinno Capital Management
New York
$748K +$380K +20,190 +103%
REMPR
691
Roof Eidam Maycock Peralta (REMP)
California
$739K
CFG
692
Cooper Financial Group
California
$734K +$734K +39,045 New
TW
693
Transform Wealth
Colorado
$728K +$9.64K +513 +1%
Koshinski Asset Management
694
Koshinski Asset Management
Illinois
$721K +$265K +14,091 +58%
JWCA
695
J.W. Cole Advisors
Florida
$715K +$121K +6,429 +20%
CIA
696
Cape Investment Advisory
Georgia
$713K +$29.2K +1,554 +4%
HIF
697
Hill Island Financial
Michigan
$711K -$348K -18,501 -33%
SBIA
698
Sheaff Brock Investment Advisors
Indiana
$711K
LF
699
LifePlan Financial
Minnesota
$708K +$708K +37,635 New
AWA
700
Authentikos Wealth Advisory
California
$707K -$460K -24,471 -39%