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Schwab US Large- Cap ETF

966 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 411 increasing their positions, 338 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
-16
Holders Change %
-1.63%
% of All Funds
16.33%
Holding in Top 10
166
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.19%
% of All Funds
2.81%
New
71
Increased
411
Reduced
338
Closed
67
Calls
$2.97M
Puts
$884K
Net Calls
+$2.09M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
876
Smithfield Trust
Pennsylvania
$45K
HF
877
Halpern Financial
Virginia
$44.1K
GA
878
GoalVest Advisory
New York
$43K -$4.3K -288 -9%
BHWM
879
Beaird Harris Wealth Management
Texas
$43K
HI
880
Hoey Investments
Pennsylvania
$43K
GWS
881
Glassman Wealth Services
Virginia
$42K
TFGT
882
TS Financial Group (TSFG)
Illinois
$42K +$34.7K +2,328 +479%
AWM
883
Angeles Wealth Management
California
$42K +$42K +2,808 New
BFEC
884
Benjamin F. Edwards & Company
Missouri
$41K -$24.4K -1,644 -37%
National Bank of Canada
885
National Bank of Canada
Quebec, Canada
$41K
FF
886
FourThought Financial
Florida
$39K
CIM
887
Contravisory Investment Management
Massachusetts
$39K +$11.5K +765 +42%
CFN
888
Cordasco Financial Network
Florida
$38K +$18.1K +1,200 +91%
LCM
889
Logan Capital Management
Pennsylvania
$36K -$7.17K -486 -17%
GG
890
Gleason Group
Kentucky
$36K
ME
891
McIlrath & Eck
Washington
$36K +$36K +2,448 New
CWC
892
Carolinas Wealth Consulting
North Carolina
$35K -$6.68K -447 -16%
CWP
893
Concord Wealth Partners
Virginia
$34K +$24.5K +1,635 +257%
FP
894
Financial Perspectives
Minnesota
$31.3K
BWP
895
Baldwin Wealth Partners
Massachusetts
$31K
CIA
896
Choate Investment Advisors
Massachusetts
$31K
VCM
897
Versant Capital Management
Arizona
$31K
AA
898
Atmos Advisory
Pennsylvania
$30K -$936 -63 -3%
HBW
899
Hazlett, Burt & Watson
West Virginia
$29K
DI
900
Disciplined Investments
Oklahoma
$27K