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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 %
LF
676
LifePlan Financial
Minnesota
$781K +$2.23K +108 +0.3%
KJWM
677
Kiley Juergens Wealth Management
Washington
$776K +$3.48K +168 +0.4%
LRPA
678
L. Roy Papp & Associates
Arizona
$775K
HIG
679
Heritage Investment Group
Florida
$761K
PWM
680
Praetorian Wealth Management
California
$759K
SAM
681
Summit Asset Management
Tennessee
$759K
CA
682
Continuum Advisory
Idaho
$757K +$38.9K +1,893 +5%
RIS
683
Retirement Income Solutions
Michigan
$756K
FA
684
FF Advisors
California
$749K
BBHC
685
Brown Brothers Harriman & Co
New York
$747K +$747K +36,123 New
NB
686
NBT Bank
New York
$744K +$34.5K +1,539 +5%
OFG
687
Oxford Financial Group
Indiana
$738K -$891K -43,095 -55%
SPW
688
Sonoma Private Wealth
California
$728K +$18.4K +888 +3%
WFA
689
Wade Financial Advisory
California
$728K
GKWIM
690
Gerber Kawasaki Wealth & Investment Management
California
$723K +$499K +24,144 +223%
FFA
691
Fragasso Financial Advisors
Pennsylvania
$719K +$69.2K +3,345 +11%
JJBC
692
James J. Burns & Company
New York
$717K -$352K -17,178 -33%
KWS
693
Keystone Wealth Services
California
$715K -$4.66K -225 -0.6%
YAL
694
Your Advocates Ltd
Texas
$713K -$134K -6,465 -16%
CFP
695
Cascade Financial Partners
California
$712K +$712K +35,259 New
TWA
696
Trellis Wealth Advisors
California
$706K
XF
697
XML Financial
Maryland
$706K +$706K +34,104 New
CIC
698
Carnegie Investment Counsel
Ohio
$701K +$189K +9,153 +37%
IIC
699
Ironwood Investment Counsel
Arizona
$699K -$12.4K -600 -2%
TWM
700
Tanglewood Wealth Management
Texas
$691K -$17.2K -831 -2%