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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 %
BMM
776
Berkshire Money Management
Massachusetts
$477K +$477K +23,070 New
NEPWA
777
New England Private Wealth Advisors
Massachusetts
$477K +$1.24K +60 +0.3%
WJWM
778
Williams Jones Wealth Management
New York
$476K +$4.41K +213 +0.9%
PAM
779
Pegasus Asset Management
New York
$473K -$1.24K -60 -0.3%
TBC
780
Ted Buchan & Co
California
$473K
PA
781
Parkside Advisors
California
$470K
PP
782
Patten & Patten
Tennessee
$470K -$62.9K -3,042 -12%
DFG
783
Delta Financial Group
New Jersey
$470K +$148K +7,158 +46%
First Manhattan
784
First Manhattan
New York
$467K +$49.8K +2,406 +12%
PWS
785
Precision Wealth Strategies
Missouri
$462K -$2.44M -118,065 -84%
CW
786
CreativeOne Wealth
Kansas
$458K +$458K +22,119 New
WN
787
Williams & Novak
California
$458K
MCCP
788
Mission Creek Capital Partners
California
$457K -$27.4K -1,326 -6%
SW
789
SVB Wealth
Massachusetts
$457K +$5.77K +279 +1%
AWM
790
Accurate Wealth Management
Florida
$456K -$350K -17,883 -43%
DFA
791
DHJJ Financial Advisors
Illinois
$455K -$24.8K -1,197 -5%
MLA
792
My Legacy Advisors
Oregon
$454K -$257K -12,429 -36%
HFS
793
Heritage Financial Services
Massachusetts
$453K
TA
794
TrueWealth Advisors
Alabama
$452K
MPCA
795
Madison Park Capital Advisors
Washington
$451K +$14.4K +696 +3%
RGF
796
Retirement Guys Formula
Ohio
$450K -$64.2K -3,102 -12%
EP
797
Edgestream Partners
New Jersey
$448K +$223K +10,782 +99%
AP
798
Aspect Partners
Virginia
$447K
1IA
799
1834 Investment Advisors
Wisconsin
$446K
LSC
800
Lesa Sroufe & Co
Washington
$446K -$5.4K -261 -1%