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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 %
LIM
826
Lathrop Investment Management
Arkansas
$404K +$404K +21,477 New
AWM
827
Aspire Wealth Management
Massachusetts
$401K
GA
828
GoalVest Advisory
New York
$400K -$177K -9,438 -31%
MWA
829
Motive Wealth Advisors
Michigan
$399K
SAG
830
SageView Advisory Group
California
$398K -$116 -6 -0%
FTC
831
Farmers Trust Company
Ohio
$398K +$398K +21,156 New
LC
832
LCNB Corp
Ohio
$397K
MPCA
833
Madison Park Capital Advisors
Washington
$396K +$396K +21,087 New
MP
834
McDonald Partners
Ohio
$396K
ASI
835
Advisory Services & Investments
Oregon
$395K +$395K +21,030 New
CFO
836
Collective Family Office
Pennsylvania
$394K +$81.2K +4,320 +26%
WP
837
Westmount Partners
California
$394K +$169 +9 +0%
DP
838
DDD Partners
Washington
$392K -$13.5K -717 -3%
LWANC
839
Laurel Wealth Advisors (North Carolina)
North Carolina
$391K -$5.08K -270 -1%
EFL
840
ERn Financial LLC
Wisconsin
$390K -$508 -27 -0.1%
JIC
841
Joel Isaacson & Co
New York
$389K
LWMNY
842
Landmark Wealth Management (New York)
New York
$389K -$8.9K -474 -2%
BWM
843
BlackDiamond Wealth Management
New York
$389K +$389K +19,989 New
AIM
844
AHL Investment Management
Florida
$388K
PMFA
845
Plante Moran Financial Advisors
Michigan
$387K +$28.8K +1,533 +8%
FPW
846
Flagship Private Wealth
Massachusetts
$385K
C
847
CEDRUS
Colorado
$382K +$382K +20,307 New
First Manhattan
848
First Manhattan
New York
$379K -$113 -6 -0%
GB
849
Goepper Burkhardt
South Carolina
$376K
PCMC
850
Planning Capital Management Corporation
Pennsylvania
$375K +$375K +19,926 New