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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 %
B
926
Bridgeworth
Alabama
$269K +$269K +14,283 New
CWP
927
Capital Wealth Planning
Florida
$267K +$1.69K +90 +0.6%
QWM
928
Quadcap Wealth Management
Texas
$265K +$265K +14,112 New
TSS
929
Two Sigma Securities
New York
$265K +$265K +14,073 New
Members Trust
930
Members Trust
Florida
$264K +$264K +14,007 New
SAA
931
Southeast Asset Advisors
Georgia
$264K -$50.8K -2,700 -16%
CWM
932
Connecticut Wealth Management
Connecticut
$262K +$113 +6 +0%
TAM
933
Titleist Asset Management
Texas
$261K
Qube Research & Technologies (QRT)
934
Qube Research & Technologies (QRT)
United Kingdom
$261K +$80.8K +4,296 +45%
WWM
935
Wagner Wealth Management
South Carolina
$261K +$28.9K +1,536 +12%
SIA
936
SeaBridge Investment Advisors
New Jersey
$259K
PWMAG
937
Pinnacle Wealth Management Advisory Group
New Jersey
$259K +$338 +18 +0.1%
CAG
938
Curtis Advisory Group
California
$259K
VCWA
939
Vanguard Capital Wealth Advisors
Colorado
$259K -$1.92K -102 -0.7%
GAM
940
GEM Asset Management
Michigan
$257K +$34.2K +1,818 +15%
SB
941
Strategic Blueprint
Georgia
$257K -$8.97K -477 -3%
MA
942
Montag & Associates
Georgia
$255K
UAS
943
United Asset Strategies
New York
$255K +$13K +690 +5%
FMII
944
Farmers & Merchants Investments Inc
Nebraska
$255K -$72.9K -3,876 -22%
CCM
945
Colorado Capital Management
Colorado
$254K
PBF
946
Petix & Botte Financial
California
$253K
SSA
947
Sierra Summit Advisors
Nevada
$252K +$252K +13,425 New
LI
948
Lafayette Investments
Maryland
$251K
SFC
949
SYM Financial Corp
Indiana
$251K -$28.2K -1,500 -10%
NL
950
NWAM LLC
Washington
$251K +$251K +13,350 New