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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 %
Citigroup
776
Citigroup
New York
$494K +$276K +14,667 +126%
CFP
777
Catalyst Financial Partners
Massachusetts
$491K
CIA
778
Covington Investment Advisors
Pennsylvania
$491K +$43.8K +2,331 +10%
SSWM
779
Smith Salley Wealth Management
North Carolina
$491K +$37.5K +1,995 +8%
NFA
780
Northern Financial Advisors
Michigan
$487K +$487K +25,890 New
GWM
781
GSB Wealth Management
Connecticut
$486K +$133K +7,068 +38%
JFG
782
JDM Financial Group
Texas
$486K +$34.4K +1,830 +8%
PP
783
Patten & Patten
Tennessee
$485K +$60.3K +3,207 +14%
VPP
784
Vertex Planning Partners
Illinois
$482K
Franklin Resources
785
Franklin Resources
California
$477K
BBA
786
BLB&B Advisors
Pennsylvania
$472K +$68.7K +3,654 +17%
APW
787
Austin Private Wealth
Texas
$471K -$2.14K -114 -0.5%
IWN
788
Independent Wealth Network
Iowa
$467K -$21K -1,119 -4%
SAS
789
SMI Advisory Services
Indiana
$467K -$41.8K -2,220 -8%
RGF
790
Retirement Guys Formula
Ohio
$467K -$23K -1,224 -5%
MIC
791
Means Investment Company
Maine
$466K
CIC
792
Carnegie Investment Counsel
Ohio
$465K -$67.6K -3,594 -13%
IWP
793
IAG Wealth Partners
Wisconsin
$460K
WN
794
Williams & Novak
California
$458K +$458K +24,342 New
OSAM
795
O'Shaughnessy Asset Management
Connecticut
$457K
CAS
796
Coppell Advisory Solutions
Texas
$455K +$455K +24,201 New
MOS
797
MGO One Seven
Ohio
$451K +$47.8K +2,544 +12%
RFA
798
Resurgent Financial Advisors
Georgia
$451K
Principal Financial Group
799
Principal Financial Group
Iowa
$449K -$4.96K -264 -1%
SPC
800
Stewart & Patten Company
California
$445K -$4.29K -228 -1%