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Schwab US Large- Cap ETF

1,068 hedge funds and large institutions have $21.8B invested in Schwab US Large- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 373 increasing their positions, 448 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.84%
Holding in Top 10
165
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.6%
New
80
Increased
373
Reduced
448
Closed
40
Calls
$7.14M
Puts
$1.2M
Net Calls
+$5.94M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
751
Plotkin Financial Advisors
Maryland
$413K -$27.5K -1,575 -6%
MCCP
752
Mission Creek Capital Partners
California
$412K -$127K -7,290 -24%
HWA
753
Heartwood Wealth Advisors
Virginia
$407K
GCP
754
Gill Capital Partners
Colorado
$406K -$7.8K -447 -2%
MOS
755
MGO One Seven
Ohio
$405K -$35.5K -2,031 -8%
TBC
756
Ted Buchan & Co
California
$399K
BTI
757
Blue Trust Inc
Georgia
$398K +$60.7K +3,771 +18%
CCP
758
Carmel Capital Partners
California
$397K +$16.1K +924 +4%
1IA
759
1834 Investment Advisors
Wisconsin
$394K
APW
760
Austin Private Wealth
Texas
$392K -$14.2K -813 -3%
NEPWA
761
New England Private Wealth Advisors
Massachusetts
$384K +$1.15K +66 +0.3%
JWCA
762
J.W. Cole Advisors
Florida
$383K +$733 +42 +0.2%
WCG
763
Wall Capital Group
Arizona
$383K -$349K -19,830 -48%
TA
764
TrueWealth Advisors
Alabama
$381K -$41.9K -2,400 -10%
HHGA
765
Halbert Hargrove Global Advisors
California
$380K
LWANC
766
Laurel Wealth Advisors (North Carolina)
North Carolina
$378K -$101K -5,805 -21%
LSC
767
Lesa Sroufe & Co
Washington
$376K +$16K +915 +4%
BBA
768
BLB&B Advisors
Pennsylvania
$375K +$375K +21,456 New
MA
769
Modus Advisors
Minnesota
$373K -$66.7K -3,819 -15%
GWM
770
Gray Wealth Management
Maine
$373K
DP
771
DDD Partners
Washington
$373K -$2.67M -153,099 -88%
MWA
772
Motive Wealth Advisors
Michigan
$370K -$50.9K -2,916 -12%
WJWM
773
Williams Jones Wealth Management
New York
$370K +$44.3K +2,535 +14%
LC
774
LCNB Corp
Ohio
$369K
MP
775
McDonald Partners
Ohio
$367K