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Schwab US Large- Cap ETF

835 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 318 increasing their positions, 328 reducing their positions, and 38 closing their positions.

Holders
835
Holders Change
+27
Holders Change %
+3.34%
% of All Funds
14.7%
Holding in Top 10
146
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.58%
% of All Funds
2.57%
New
72
Increased
318
Reduced
328
Closed
38
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$22K
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
751
Steward Partners Investment Advisory
New York
$104K 1,084 +3 +0.3%
CAC
752
Certified Advisory Corp
Florida
$100K 1,045 +1,045 New
Rockefeller Capital Management
753
Rockefeller Capital Management
New York
$99K 1,041 +484 +87%
SIAP
754
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$98K 1,017
POIA
755
Pin Oak Investment Advisors
Texas
$98K 1,020
LAIC
756
Lederer & Associates Investment Counsel
California
$94.1K 980 +980 New
LB
757
Legacy Bridge
Iowa
$91K 945 +605 +178%
RWB
758
RMR Wealth Builders
New Jersey
$84K 873 +873 New
FFA
759
Founders Financial Alliance
North Carolina
$83K 841 +841 New
HFA
760
HC Financial Advisors
California
$80K 828
AC
761
AlphaCore Capital
California
$79K 820 -1,465 -64%
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K 827 -197 -19%
CAAS
763
Capital Asset Advisory Services
Michigan
$67K 699 +74 +12%
EFSCE
764
Enterprise Financial Services Corp (EFSC)
Missouri
$66K 685
Citigroup
765
Citigroup
New York
$64K 671 +671 New
GT
766
Glenmede Trust
Pennsylvania
$63K 660 -190 -22%
BWA
767
BDO Wealth Advisors
Florida
$59K 617 -467 -43%
LCM
768
Logan Capital Management
Pennsylvania
$59K 617 +617 New
NFG
769
Next Financial Group
Texas
$56K 579 -22 -4%
EVM
770
Eaton Vance Management
Massachusetts
$56K 581 +581 New
CWC
771
Carolinas Wealth Consulting
North Carolina
$49K 510
ST
772
Smithfield Trust
Pennsylvania
$49K 506
HI
773
Hoey Investments
Pennsylvania
$46K 484
EPM
774
Elm Partners Management
Pennsylvania
$46K 484
BWM
775
Baystate Wealth Management
Massachusetts
$44K 461