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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 %
AL
876
ACAS LLC
California
$330K +$56 +3 +0%
ABC
877
Associated Banc-Corp
Wisconsin
$329K
MA
878
Modus Advisors
Minnesota
$328K -$18.6K -990 -5%
RLWM
879
RF&L Wealth Management
Massachusetts
$328K
TVM
880
True Vision MN
Minnesota
$328K +$328K +17,421 New
HCMT
881
Highland Capital Management (Tennessee)
Tennessee
$327K +$77.4K +4,116 +31%
CWA
882
Clarity Wealth Advisors
California
$325K +$2.99K +159 +0.9%
HIP
883
HUB Investment Partners
Texas
$324K +$324K +17,235 New
RCA
884
Riverview Capital Advisers
Massachusetts
$323K +$1.13K +60 +0.4%
NAMNJ
885
NorthStar Asset Management (New Jersey)
New Jersey
$322K +$322K +17,109 New
PIM
886
Penobscot Investment Management
Massachusetts
$321K
BC
887
Brio Consultants
California
$320K +$21.5K +1,146 +7%
CWM
888
Chesapeake Wealth Management
Virginia
$319K +$45.1K +2,400 +16%
HIM
889
Harbour Investment Management
Washington
$317K
NFC
890
Northeast Financial Consultants
Connecticut
$316K -$12.1K -642 -4%
VA
891
Vident Advisory
Georgia
$315K
WCM
892
Weik Capital Management
Pennsylvania
$311K +$24.3K +1,290 +8%
EAM
893
Empirical Asset Management
Massachusetts
$310K -$959 -51 -0.3%
BAM
894
Bellevue Asset Management
Washington
$310K
GJIA
895
Glass Jacobson Investment Advisors
Maryland
$309K +$222K +11,811 +256%
GA
896
Goldstein Advisors
Wisconsin
$306K +$8.69K +462 +3%
LWL
897
Leo Wealth LLC
Texas
$304K +$304K +15,117 New
DIA
898
Dana Investment Advisors
Wisconsin
$304K +$12.6K +672 +4%
LGWM
899
Litman Gregory Wealth Management
California
$302K
PB
900
Pinnacle Bancorp
Nebraska
$300K +$300K +15,972 New