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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 %
SWM
901
Seaside Wealth Management
California
$298K
SG
902
StoneX Group
New York
$297K +$19.7K +1,047 +7%
CTC
903
Central Trust Company
Missouri
$297K
EFM
904
Eley Financial Management
Vermont
$293K
SS
905
Sound Stewardship
Kansas
$293K -$20.1K -1,068 -6%
FG
906
Fairman Group
Pennsylvania
$293K +$293K +15,570 New
DFG
907
Delta Financial Group
New Jersey
$292K +$845 +45 +0.3%
CCA
908
Cadent Capital Advisors
Oklahoma
$288K
RPA
909
Rock Point Advisors
Vermont
$286K -$12.7K -675 -4%
BWFA
910
Baltimore-Washington Financial Advisors
Maryland
$286K
PSA
911
Plum Street Advisors
Louisiana
$286K +$286K +15,189 New
DIS
912
Diversified Investment Strategies
Louisiana
$285K -$25.9K -1,380 -8%
BIAS
913
Beacon Investment Advisory Services
New Jersey
$284K -$325K -17,262 -53%
BBA
914
Braun-Bostich & Associates
Pennsylvania
$283K +$283K +15,048 New
FLA
915
Financial Life Advisors
Texas
$282K
DT
916
Diversified Trust
Tennessee
$281K
FCA
917
FinTrust Capital Advisors
South Carolina
$277K -$2.65K -141 -0.9%
GWM
918
Geneos Wealth Management
Colorado
$277K +$3.5K +186 +1%
FAM
919
Formidable Asset Management
Ohio
$274K -$52.3K -2,784 -16%
CT
920
Cambridge Trust
Massachusetts
$274K
CIAS
921
Capital Investment Advisory Services
North Carolina
$274K +$12.3K +654 +5%
MAG
922
Mayfair Advisory Group
Alabama
$274K
WW
923
Westshore Wealth
California
$273K +$1.13K +60 +0.4%
CWM
924
CIBC World Markets
New York
$269K +$3.67K +195 +1%
IAA
925
Independent Advisor Alliance
North Carolina
$269K