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Schwab US Large- Cap ETF

1,184 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, 510 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
17.16%
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
510
Closed
64
Calls
$2.49M
Puts
$74K
Net Calls
+$2.42M
Net Calls Change
+$802K
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
801
Morton Capital Management
California
$443K -$5.28K -255 -1%
AWM
802
Aspire Wealth Management
Massachusetts
$441K
GA
803
GoalVest Advisory
New York
$441K
MWA
804
Motive Wealth Advisors
Michigan
$439K
FTC
805
Farmers Trust Company
Ohio
$438K
LC
806
LCNB Corp
Ohio
$437K
MP
807
McDonald Partners
Ohio
$435K
CFO
808
Collective Family Office
Pennsylvania
$434K
P
809
&Partners
Tennessee
$434K +$167K +8,082 +63%
EFL
810
ERn Financial LLC
Wisconsin
$430K +$931 +45 +0.2%
PMFA
811
Plante Moran Financial Advisors
Michigan
$430K +$4.16K +201 +1%
DBIA
812
Dumont & Blake Investment Advisors
New Jersey
$428K +$428K +20,667 New
LWANC
813
Laurel Wealth Advisors (North Carolina)
North Carolina
$427K -$3.1K -150 -0.7%
AIM
814
AHL Investment Management
Florida
$427K
DP
815
DDD Partners
Washington
$425K -$5.83K -282 -1%
TWA
816
TCI Wealth Advisors
Arizona
$422K -$729K -35,238 -63%
ACM
817
Argent Capital Management
Missouri
$421K -$6.43M -310,734 -94%
LWMNY
818
Landmark Wealth Management (New York)
New York
$414K -$14.5K -699 -3%
QC
819
Quadrature Capital
United Kingdom
$409K +$409K +19,770 New
HWA
820
Heartwood Wealth Advisors
Virginia
$408K -$72.1K -3,486 -15%
RFP
821
Root Financial Partners
California
$407K +$621 +30 +0.2%
BRIA
822
Balanced Rock Investment Advisors
Massachusetts
$406K -$5.21K -252 -1%
AWM
823
Aprio Wealth Management
Georgia
$405K +$405K +19,560 New
SPIA
824
Steward Partners Investment Advisory
New York
$404K +$165K +7,959 +69%
PIM
825
Penobscot Investment Management
Massachusetts
$403K +$48.9K +2,364 +14%