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Schwab US Large- Cap ETF

990 hedge funds and large institutions have $22.8B invested in Schwab US Large- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 366 increasing their positions, 309 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
+122
Holders Change %
+14.06%
% of All Funds
15.29%
Holding in Top 10
168
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.75%
% of All Funds
2.59%
New
175
Increased
366
Reduced
309
Closed
32
Calls
$2.52M
Puts
$1.58M
Net Calls
+$934K
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
951
Concord Wealth Partners
Virginia
$12K +$12K +636 New
HCM
952
Horrell Capital Management
Arkansas
$11K
ODG
953
O'Dell Group
Ohio
$11K
AWM
954
Aberdeen Wealth Management
Illinois
$11K +$11K +600 New
DWMG
955
DB Wealth Management Group
California
$10K +$1.15K +60 +13%
FCG
956
Financial Connections Group
California
$10K +$10K +576 New
TFGT
957
TS Financial Group (TSFG)
Illinois
$9K +$111 +6 +1%
Citigroup
958
Citigroup
New York
$9K +$1.25K +66 +16%
Optiver Holding
959
Optiver Holding
Netherlands
$9K +$9K +486 New
CFGS
960
Concourse Financial Group Securities
Alabama
$8K
GAM
961
Gemmer Asset Management
California
$8K
SCA
962
Stonebridge Capital Advisors
Minnesota
$7K
EI
963
Ellevest Inc
New York
$6K -$27.8K -1,584 -82%
FCB
964
First Command Bank
Texas
$6K
PFA
965
Professional Financial Advisors
Nebraska
$6K +$2.94K +144 +96%
JFA
966
JNBA Financial Advisors
Minnesota
$6K +$6K +294 New
LC
967
Lindbrook Capital
California
$6K +$6K +300 New
KA
968
Kozak & Associates
Colorado
$5K
CFCI
969
Comprehensive Financial Consultants Institutional
Indiana
$5K +$5K +294 New
MA
970
Montag & Associates
Georgia
$4K -$190K -11,106 -98%
OAJ
971
Ogorek Anthony Joseph
New York
$4K -$8.84K -570 -69%
First Manhattan
972
First Manhattan
New York
$4K +$3.9K +222 +3,700%
GFPC
973
Global Financial Private Client
Florida
$3.64K
FWM
974
Focused Wealth Management
New York
$3K
CMA
975
Cedar Mountain Advisors
Oregon
$3K