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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 %
SOS
726
Silver Oak Securities
Tennessee
$609K -$135K -6,540 -18%
QCM
727
QRG Capital Management
Illinois
$608K -$31.2K -1,506 -5%
SCM
728
Saxony Capital Management
Missouri
$605K +$605K +29,247 New
BWM
729
BlackDiamond Wealth Management
New York
$598K +$185K +8,937 +45%
RIM
730
Rockbridge Investment Management
New York
$596K +$1.86K +90 +0.3%
OSAM
731
O'Shaughnessy Asset Management
Connecticut
$592K +$89.7K +4,338 +18%
FCB
732
First County Bank
Connecticut
$592K -$37.2K -1,800 -6%
M&T Bank
733
M&T Bank
New York
$590K
Vanguard Group
734
Vanguard Group
Pennsylvania
$589K +$99.5K +4,812 +20%
WFA
735
WestHill Financial Advisors
California
$587K
RCAG
736
Rehmann Capital Advisory Group
Michigan
$580K -$14.8K -714 -2%
PIP
737
Peachtree Investment Partners
Florida
$580K +$27.4K +1,326 +5%
AA
738
AlphaQ Advisors
Florida
$579K -$26.4K -1,275 -4%
SMC
739
Smith, Moore & Co
Missouri
$576K
CIA
740
Capital Investment Advisors
Georgia
$571K -$194K -9,360 -25%
Qube Research & Technologies (QRT)
741
Qube Research & Technologies (QRT)
United Kingdom
$571K +$283K +13,683 +98%
NFG
742
Nations Financial Group
Iowa
$570K -$144K -6,960 -20%
GIA
743
GHP Investment Advisors
Colorado
$566K +$4.66K +225 +0.8%
GF
744
Gries Financial
Ohio
$566K
GI
745
GS Investments
Minnesota
$565K -$1.55K -75 -0.3%
CIA
746
Covington Investment Advisors
Pennsylvania
$558K +$17.6K +849 +3%
KA
747
Klingman & Associates
New York
$557K +$557K +26,931 New
CWM
748
Chesapeake Wealth Management
Virginia
$557K +$205K +9,930 +58%
AWA
749
Aaron Wealth Advisors
Illinois
$555K +$1.74K +84 +0.3%
MIM
750
Moseley Investment Management
Florida
$551K -$2.17K -105 -0.4%