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Schwab US Large- Cap ETF

982 hedge funds and large institutions have $22.3B invested in Schwab US Large- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 382 increasing their positions, 385 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
-8
Holders Change %
-0.81%
% of All Funds
15.54%
Holding in Top 10
168
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.66%
New
79
Increased
382
Reduced
385
Closed
71
Calls
$4.25M
Puts
$813K
Net Calls
+$3.44M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
801
Mayfair Advisory Group
Alabama
$251K
MG
802
McCutchen Group
Washington
$250K
EAM
803
Empirical Asset Management
Massachusetts
$248K
BF
804
BOK Financial
Oklahoma
$247K -$93.3K -5,190 -27%
SIMM
805
Stillwater Investment Management (Minnesota)
Minnesota
$244K -$3.66K -204 -1%
MWM
806
MBE Wealth Management
Wisconsin
$244K
CWP
807
Capital Wealth Planning
Florida
$244K +$244K +13,602 New
BSI
808
Bennett Selby Investments
Maine
$243K +$243K +13,524 New
SW
809
SVB Wealth
Massachusetts
$242K -$298K -16,599 -55%
CCMG
810
Clark Capital Management Group
Pennsylvania
$241K
RWB
811
RMR Wealth Builders
New Jersey
$239K +$239K +13,287 New
VBWMG
812
Von Berge Wealth Management Group
California
$238K +$5.06K +291 +2%
EA
813
Elm Advisors
California
$236K
SPIA
814
Steward Partners Investment Advisory
New York
$235K -$69.6K -3,873 -23%
TIA
815
Tiemann Investment Advisors
California
$235K -$2.69K -150 -1%
FFWM
816
Future Financial Wealth Management
Ohio
$233K
WA
817
Wealth Architects
California
$232K -$4.68K -261 -2%
MCM
818
Morton Capital Management
California
$231K
GHAM
819
Gilman Hill Asset Management
Connecticut
$231K -$43.4K -2,415 -16%
M
820
MOTCO
Texas
$231K
GWM
821
Geneos Wealth Management
Colorado
$230K -$13.6K -756 -6%
CDIA
822
Capital Directions Investment Advisors
Georgia
$228K
AIIMS
823
Analyst IMS Investment Management Services
Israel
$226K
CFG
824
Carter Financial Group
Illinois
$224K +$224K +12,462 New
HCM
825
HM Capital Management
Missouri
$223K