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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 %
FBB
751
Fulton Breakefield Broenniman
Maryland
$558K -$328K -17,433 -37%
AA
752
AlphaQ Advisors
Florida
$551K -$373K -19,830 -40%
H
753
HoyleCohen
California
$548K +$35.3K +1,878 +7%
RCAG
754
Rehmann Capital Advisory Group
Michigan
$541K +$21.2K +1,125 +4%
RIM
755
Rockbridge Investment Management
New York
$540K +$3.61K +192 +0.7%
CICC
756
Capital Investment Counsel (Colorado)
Colorado
$539K +$539K +28,692 New
SF
757
Safeguard Financial
Wisconsin
$537K +$1.52K +81 +0.3%
M&T Bank
758
M&T Bank
New York
$536K -$84.1K -4,476 -14%
ML
759
Mayport LLC
Massachusetts
$536K -$4.34K -231 -0.8%
BHWM
760
Beaird Harris Wealth Management
Texas
$534K -$6.15K -327 -1%
YIH
761
Y-Intercept (HK)
Hong Kong
$534K +$534K +28,416 New
WFA
762
WestHill Financial Advisors
California
$534K
SIA
763
Strategic Investment Advisors
Michigan
$528K +$528K +28,071 New
SMC
764
Smith, Moore & Co
Missouri
$523K
GI
765
GS Investments
Minnesota
$515K -$270K -14,370 -34%
GF
766
Gries Financial
Ohio
$514K +$85.3K +4,536 +20%
WPW
767
Watershed Private Wealth
Illinois
$512K -$106K -5,625 -17%
MG
768
Mather Group
Illinois
$511K -$93.4K -4,968 -15%
GIA
769
GHP Investment Advisors
Colorado
$510K -$3.1K -165 -0.6%
PCM
770
Parsons Capital Management
Rhode Island
$506K +$26.2K +1,392 +5%
CCG
771
Cypress Capital Group
Florida
$506K -$11.3K -600 -2%
DWP
772
Destiny Wealth Partners
Florida
$505K
MIM
773
Moseley Investment Management
Florida
$503K
AWA
774
Aaron Wealth Advisors
Illinois
$503K +$35.9K +1,908 +8%
PIP
775
Peachtree Investment Partners
Florida
$502K +$295K +15,708 +143%