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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 %
CFGS
876
Concourse Financial Group Securities
Alabama
$93K +$85K +4,740 +1,068%
BWA
877
BDO Wealth Advisors
Florida
$92K
CFD
878
Creative Financial Designs
Indiana
$89K +$16.3K +906 +22%
BFEC
879
Benjamin F. Edwards & Company
Missouri
$79K +$29.5K +1,644 +59%
BWM
880
Baystate Wealth Management
Massachusetts
$78K +$28.5K +1,593 +58%
HCP
881
Hexagon Capital Partners
Arkansas
$75K
LSA
882
Lansing Street Advisors
Pennsylvania
$68K +$68K +3,858 New
GWM
883
Guardian Wealth Management
Illinois
$65K -$1.03K -57 -2%
NFSG
884
Newbridge Financial Services Group
Florida
$62K +$16K +894 +35%
AW
885
Avion Wealth
Texas
$60K
LPP
886
Life Planning Partners
Florida
$58K
GT
887
Glenmede Trust
Pennsylvania
$57K -$47.5K -2,676 -45%
GA
888
GoalVest Advisory
New York
$57K +$57K +3,168 New
BWL
889
Bogart Wealth LLC
Virginia
$56K -$4.01K -222 -7%
TFM
890
TFC Financial Management
Massachusetts
$55K +$31.9K +1,776 +138%
ST
891
Smithfield Trust
Pennsylvania
$54K
HF
892
Halpern Financial
Virginia
$53.2K
LCM
893
Logan Capital Management
Pennsylvania
$53K -$2.61K -144 -5%
BHWM
894
Beaird Harris Wealth Management
Texas
$52K
HI
895
Hoey Investments
Pennsylvania
$52K
EPM
896
Elm Partners Management
Pennsylvania
$52K +$52K +2,904 New
GWS
897
Glassman Wealth Services
Virginia
$51K -$100K -5,586 -66%
KSWA
898
Kathleen S. Wright Associates
Pennsylvania
$51K -$1.39K -78 -3%
CWC
899
Carolinas Wealth Consulting
North Carolina
$50K
FF
900
FourThought Financial
Florida
$47K