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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 %
SF
751
Safeguard Financial
Wisconsin
$550K -$40.8K -1,971 -7%
CF
752
Centaurus Financial
California
$547K +$297K +14,331 +118%
BHWM
753
Beaird Harris Wealth Management
Texas
$547K -$41.5K -2,004 -7%
IWP
754
IAG Wealth Partners
Wisconsin
$545K +$39.5K +1,911 +8%
QCM
755
Quantinno Capital Management
New York
$544K -$279K -13,485 -34%
Franklin Resources
756
Franklin Resources
California
$540K +$15.3K +741 +3%
HIM
757
Harbour Investment Management
Washington
$539K +$190K +9,180 +54%
JFG
758
JDM Financial Group
Texas
$537K +$1.55K +75 +0.3%
RIA
759
Regal Investment Advisors
Michigan
$535K +$83.7K +4,044 +19%
NL
760
NWAM LLC
Washington
$532K +$260K +12,693 +95%
CFP
761
Catalyst Financial Partners
Massachusetts
$530K +$13.2K +666 +3%
GWM
762
GSB Wealth Management
Connecticut
$528K -$7.01K -339 -1%
APW
763
Austin Private Wealth
Texas
$519K +$4.19K +204 +0.8%
VPP
764
Vertex Planning Partners
Illinois
$518K -$11.8K -570 -2%
MIC
765
Means Investment Company
Maine
$514K +$559 +27 +0.1%
EFA
766
Evernest Financial Advisors
Indiana
$513K -$309K -15,816 -38%
MG
767
Mather Group
Illinois
$511K
SSWM
768
Smith Salley Wealth Management
North Carolina
$507K -$32.6K -1,578 -6%
RFA
769
Resurgent Financial Advisors
Georgia
$504K +$8.19K +396 +2%
Principal Financial Group
770
Principal Financial Group
Iowa
$494K -$1.46M -17,862 -75%
HR
771
Howe & Rusling
New York
$487K +$91.2K +4,410 +23%
SPC
772
Stewart & Patten Company
California
$485K -$5.03K -243 -1%
FMN
773
Financial Management Network
California
$485K +$1.46K +72 +0.3%
MMA
774
Miracle Mile Advisors
California
$484K +$993 +48 +0.2%
HGWM
775
Horst & Graben Wealth Management
Oregon
$484K +$559 +27 +0.1%