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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 %
CWA
701
CM Wealth Advisors
Ohio
$689K +$32.6K +1,593 +5%
FFO
702
Fiduciary Family Office
Florida
$686K
CIA
703
Cape Investment Advisory
Georgia
$685K -$99.8K -4,824 -13%
FPAS
704
Focus Partners Advisor Solutions
Missouri
$683K +$57.8K +2,793 +9%
TNA
705
True North Advisors
Texas
$681K -$229K -11,061 -25%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$680K -$186 -9 -0%
H
707
HoyleCohen
California
$671K +$67K +3,240 +11%
SFS
708
Security Financial Services
Indiana
$666K
WPW
709
Watershed Private Wealth
Illinois
$663K +$100K +4,845 +18%
BFC
710
Bedel Financial Consulting
Indiana
$661K +$1.86K +90 +0.3%
SPP
711
Single Point Partners
Massachusetts
$656K -$23.4K -1,131 -3%
AG
712
Ascent Group
Virginia
$646K +$30K +1,452 +5%
MOS
713
MGO One Seven
Ohio
$642K +$145K +7,026 +29%
ATI
714
ARK & TLK Investments
Oklahoma
$641K -$6.21K -300 -1%
PWA
715
Physician Wealth Advisors
Utah
$641K -$42.9K -2,160 -6%
GS
716
GTS Securities
New York
$639K +$639K +30,912 New
AR
717
Apeiron RIA
Texas
$638K -$1.86K -90 -0.3%
SEIA
718
Signature Estate & Investment Advisors
California
$621K
BWP
719
BSW Wealth Partners
Colorado
$620K +$5.9K +285 +1%
SAM
720
Smartleaf Asset Management
Massachusetts
$619K +$618K +29,862 +82,950%
CFP
721
Cypress Financial Planning
New Jersey
$615K +$615K +29,730 New
CCWM
722
Cassaday & Co Wealth Management
Virginia
$615K -$106K -5,112 -15%
Millennium Management
723
Millennium Management
New York
$613K -$415K -20,043 -40%
EWA
724
EverSource Wealth Advisors
Alabama
$613K +$435K +21,903 +243%
Fisher Asset Management
725
Fisher Asset Management
Washington
$612K -$346K -16,704 -36%