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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 %
LTL
701
Lowery Thomas LLC
California
$706K +$127K +6,747 +22%
LRPA
702
L. Roy Papp & Associates
Arizona
$705K -$66.6K -3,540 -9%
KJWM
703
Kiley Juergens Wealth Management
Washington
$702K +$30.9K +1,641 +5%
CIA
704
Capital Investment Advisors
Georgia
$695K +$248K +13,170 +55%
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$694K +$176K +9,360 +34%
NSG
706
Nalls Sherbakoff Group
Tennessee
$692K
HIG
707
Heritage Investment Group
Florida
$692K -$26.1K -1,389 -4%
PWM
708
Praetorian Wealth Management
California
$690K -$113 -6 -0%
SAM
709
Summit Asset Management
Tennessee
$689K
RIS
710
Retirement Income Solutions
Michigan
$687K +$394K +20,970 +135%
AFS
711
Annapolis Financial Services
Maryland
$687K
FA
712
FF Advisors
California
$681K +$681K +36,210 New
SOS
713
Silver Oak Securities
Tennessee
$676K +$220K +11,703 +48%
BTI
714
Blue Trust Inc
Georgia
$667K +$283K +16,755 +74%
LWM
715
Lyell Wealth Management
California
$666K -$81.6K -4,338 -11%
WF
716
WoodTrust Financial
Wisconsin
$663K +$257K +13,680 +63%
WFA
717
Wade Financial Advisory
California
$661K
OP
718
ORG Partners
Indiana
$661K +$661K +35,166 New
PWA
719
Physician Wealth Advisors
Utah
$658K +$1.72K +90 +0.3%
CA
720
Continuum Advisory
Idaho
$656K -$52.1K -2,772 -7%
CCWM
721
Cassaday & Co Wealth Management
Virginia
$655K +$141K +7,479 +27%
KWS
722
Keystone Wealth Services
California
$654K -$10.2K -540 -2%
SFS
723
Sowell Financial Services
Arkansas
$650K +$75.3K +4,002 +13%
NFG
724
Nations Financial Group
Iowa
$649K -$83.4K -4,434 -11%
MLA
725
My Legacy Advisors
Oregon
$647K +$2.37K +126 +0.4%