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Schwab US Large- Cap ETF

868 hedge funds and large institutions have $20.2B invested in Schwab US Large- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 352 increasing their positions, 316 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-3
Holders Change %
-0.34%
% of All Funds
15.24%
Holding in Top 10
149
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.76%
% of All Funds
2.62%
New
51
Increased
352
Reduced
316
Closed
42
Calls
$1.58M
Puts
$915K
Net Calls
+$667K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
726
Independent Advisor Alliance
North Carolina
$238K +$8.01K +462 +3%
SIMM
727
Stillwater Investment Management (Minnesota)
Minnesota
$237K -$7.18K -414 -3%
BWM
728
BT Wealth Management
Georgia
$237K +$7.71K +444 +3%
MWM
729
MBE Wealth Management
Wisconsin
$236K
SGK
730
Steigerwald Gordon & Koch
Virginia
$233K +$31.4K +1,806 +16%
CCG
731
Chatham Capital Group
Georgia
$231K
EA
732
Elm Advisors
California
$228K
FFWM
733
Future Financial Wealth Management
Ohio
$228K
CT
734
Cambridge Trust
Massachusetts
$227K
GW
735
GW & Wade
Massachusetts
$224K -$10.2K -588 -4%
GWM
736
Geneos Wealth Management
Colorado
$224K
PAMG
737
Patton Albertson Miller Group
Tennessee
$222K +$7.8K +450 +4%
SIM
738
Sonora Investment Management
Arizona
$222K +$20.8K +1,200 +10%
RSWM
739
Robertson Stephens Wealth Management
California
$220K -$15K -870 -6%
CDIA
740
Capital Directions Investment Advisors
Georgia
$220K
BP
741
BCK Partners
New York
$219K
AIIMS
742
Analyst IMS Investment Management Services
Israel
$218K
UB
743
UMB Bank
Missouri
$218K
PMFA
744
Plante Moran Financial Advisors
Michigan
$217K +$104 +6 +0%
HCM
745
HM Capital Management
Missouri
$215K
JLBC
746
J.L. Bainbridge & Co
Florida
$212K -$10.4K -600 -5%
ARIS
747
Advanced Research Investment Solutions
California
$208K
TI
748
Trexquant Investment
Connecticut
$208K -$14.5K -834 -7%
NPPM
749
North Point Portfolio Managers
Ohio
$208K
FEG
750
Fund Evaluation Group
Ohio
$206K