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Schwab US Large- Cap ETF

1,036 hedge funds and large institutions have $21B invested in Schwab US Large- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 368 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
16.58%
Holding in Top 10
165
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
2.64%
New
77
Increased
368
Reduced
426
Closed
54
Calls
$4.22M
Puts
$1.09M
Net Calls
+$3.13M
Net Calls Change
+$632K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
876
Montag & Associates
Georgia
$223K
SIA
877
SeaBridge Investment Advisors
New Jersey
$223K
CAG
878
Curtis Advisory Group
California
$222K +$677 +42 +0.3%
CWP
879
Capital Wealth Planning
Florida
$222K +$222K +13,746 New
BTWM
880
Baker Tilly Wealth Management
Wisconsin
$221K
EAM
881
Empirical Asset Management
Massachusetts
$221K +$242 +15 +0.1%
RCA
882
Reitz Capital Advisors
Michigan
$220K -$3.39K -210 -2%
PIP
883
Peachtree Investment Partners
Florida
$220K +$10.3K +639 +5%
VCWA
884
Vanguard Capital Wealth Advisors
Colorado
$219K -$133K -8,277 -38%
HNB
885
Huntington National Bank
Ohio
$218K -$192K
PWMAG
886
Pinnacle Wealth Management Advisory Group
New Jersey
$216K +$216K +13,410 New
LI
887
Lafayette Investments
Maryland
$216K
Bessemer Group
888
Bessemer Group
New Jersey
$215K
MWM
889
MBE Wealth Management
Wisconsin
$213K +$213K +13,215 New
TIA
890
Tiemann Investment Advisors
California
$211K
WA
891
Wealth Architects
California
$211K -$36.6K -2,268 -15%
SEIA
892
Signature Estate & Investment Advisors
California
$210K +$210K +13,020 New
OCG
893
Opus Capital Group
Ohio
$209K +$209K +12,984 New
LGA
894
Lebenthal Global Advisors
New York
$208K +$208K +12,912 New
M
895
MOTCO
Texas
$208K
FBFS
896
First Business Financial Services
Wisconsin
$208K +$208K +12,894 New
MA
897
MKT Advisors
California
$208K
Qube Research & Technologies (QRT)
898
Qube Research & Technologies (QRT)
United Kingdom
$207K +$140K +8,703 +210%
IIC
899
Ironwood Investment Counsel
Arizona
$205K -$126K -7,812 -38%
CT
900
Clearstead Trust
Maine
$204K