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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 %
BRIA
851
Balanced Rock Investment Advisors
Massachusetts
$373K +$373K +19,866 New
ACM
852
Armbruster Capital Management
New York
$373K -$3.44K -183 -0.9%
ESB
853
Essex Savings Bank
Connecticut
$373K
AIA
854
Armor Investment Advisors
North Carolina
$372K +$1.13K +60 +0.3%
RFP
855
Root Financial Partners
California
$370K +$14K +747 +4%
QWP
856
Quotient Wealth Partners
Texas
$366K +$366K +19,476 New
AIM
857
Acropolis Investment Management
Missouri
$366K
FA
858
FC Advisory
Pennsylvania
$364K -$5.53K -294 -1%
HR
859
Howe & Rusling
New York
$360K +$117K +6,204 +48%
GWM
860
Gray Wealth Management
Maine
$356K -$40K -2,130 -10%
CG
861
CFO4Life Group
Texas
$355K +$4.06K +216 +1%
FC
862
Fusion Capital
South Carolina
$350K +$16.1K +855 +5%
CSPIA
863
Cary Street Partners Investment Advisory
Virginia
$349K -$677 -36 -0.2%
GC
864
Gratus Capital
Georgia
$346K +$346K +18,414 New
DADC
865
D.A. Davidson & Co
Montana
$345K +$90.2K +4,800 +35%
RW
866
Regimen Wealth
Georgia
$344K +$1.41K +75 +0.4%
HI
867
Hudock Inc
Pennsylvania
$342K +$451 +24 +0.1%
PK
868
Pflug Koory
Nebraska
$341K -$10.7K -567 -3%
SAW
869
Signal Advisors Wealth
Michigan
$341K +$341K +18,126 New
MWM
870
MBE Wealth Management
Wisconsin
$339K +$90K +4,788 +36%
PTB
871
Pioneer Trust Bank
Oregon
$338K
PCM
872
Palouse Capital Management
Washington
$338K +$7.16K +381 +2%
CCP
873
Carmel Capital Partners
California
$336K
PFA
874
Pathway Financial Advisors
Vermont
$335K
VBFG
875
Vishria Bird Financial Group
Tennessee
$332K -$846 -45 -0.3%