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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 %
Vanguard Group
801
Vanguard Group
Pennsylvania
$445K +$445K +23,661 New
FMN
802
Financial Management Network
California
$440K -$13.4K -723 -3%
MCCP
803
Mission Creek Capital Partners
California
$440K
HGWM
804
Horst & Graben Wealth Management
Oregon
$439K -$22.1K -1,173 -5%
MMA
805
Miracle Mile Advisors
California
$439K +$38.9K +2,067 +10%
HWA
806
Heartwood Wealth Advisors
Virginia
$436K -$2.09K -111 -0.5%
DFA
807
DHJJ Financial Advisors
Illinois
$436K -$134K -7,113 -23%
GCP
808
Gill Capital Partners
Colorado
$433K +$26.2K +1,392 +6%
NEPWA
809
New England Private Wealth Advisors
Massachusetts
$432K +$17K +906 +4%
PAM
810
Pegasus Asset Management
New York
$431K -$733 -39 -0.2%
TBC
811
Ted Buchan & Co
California
$430K
WJWM
812
Williams Jones Wealth Management
New York
$429K -$6.26K -333 -1%
PA
813
Parkside Advisors
California
$428K +$65.1K +3,465 +18%
CCP
814
Clarity Capital Partners
California
$420K +$420K +22,344 New
SF
815
Summit Financial
New Jersey
$416K -$7.67K -408 -2%
2L
816
25 LLC
Missouri
$415K +$415K +22,053 New
HFS
817
Heritage Financial Services
Massachusetts
$412K -$7.39K -393 -2%
LSC
818
Lesa Sroufe & Co
Washington
$411K +$5.14K +273 +1%
TA
819
TrueWealth Advisors
Alabama
$410K
RIA
820
Regal Investment Advisors
Michigan
$410K +$410K +21,816 New
SW
821
SVB Wealth
Massachusetts
$410K -$805K -42,837 -66%
HHGA
822
Halbert Hargrove Global Advisors
California
$409K
MCM
823
Morton Capital Management
California
$407K +$69.1K +3,675 +20%
AP
824
Aspect Partners
Virginia
$406K +$406K +21,612 New
1IA
825
1834 Investment Advisors
Wisconsin
$406K