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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 %
IIC
726
Ironwood Investment Counsel
Arizona
$647K -$14.6K -774 -2%
SPW
727
Sonoma Private Wealth
California
$645K +$645K +34,314 New
TWM
728
Tanglewood Wealth Management
Texas
$644K +$4.63K +246 +0.7%
TWA
729
Trellis Wealth Advisors
California
$642K
TFP
730
Tilia Fiduciary Partners
North Carolina
$641K -$2.09K -111 -0.3%
FFO
731
Fiduciary Family Office
Florida
$624K +$624K +33,177 New
PVI
732
Pine Valley Investments
New Jersey
$620K -$338 -18 -0.1%
PFBT
733
Parkside Financial Bank & Trust
Missouri
$618K +$7.39K +393 +1%
SPP
734
Single Point Partners
Massachusetts
$617K -$32.6K -1,737 -5%
SFS
735
Security Financial Services
Indiana
$605K
CWA
736
CM Wealth Advisors
Ohio
$604K
BFC
737
Bedel Financial Consulting
Indiana
$599K -$20.2K -1,077 -3%
NB
738
NBT Bank
New York
$595K +$595K +31,671 New
FFA
739
Fragasso Financial Advisors
Pennsylvania
$590K +$2.65K +141 +0.5%
AG
740
Ascent Group
Virginia
$590K -$24K -1,209 -4%
ATI
741
ARK & TLK Investments
Oklahoma
$588K +$588K +31,302 New
Citadel Advisors
742
Citadel Advisors
Florida
$587K +$519K +27,585 +761%
AR
743
Apeiron RIA
Texas
$582K +$582K +30,936 New
QCM
744
QRG Capital Management
Illinois
$580K +$185K +9,840 +47%
FA
745
FSA Advisors
Michigan
$580K +$580K +30,849 New
FCB
746
First County Bank
Connecticut
$572K -$5.64K -300 -1%
FPAS
747
Focus Partners Advisor Solutions
Missouri
$568K -$11.6K -618 -2%
HIC
748
Hartline Investment Corp
Illinois
$566K
SEIA
749
Signature Estate & Investment Advisors
California
$564K -$36.2K -1,929 -6%
BWP
750
BSW Wealth Partners
Colorado
$558K -$6.83K -363 -1%