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Schwab US Large- Cap ETF

982 hedge funds and large institutions have $22.3B invested in Schwab US Large- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 382 increasing their positions, 385 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
-8
Holders Change %
-0.81%
% of All Funds
15.54%
Holding in Top 10
168
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.66%
New
79
Increased
382
Reduced
385
Closed
71
Calls
$4.25M
Puts
$813K
Net Calls
+$3.44M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
951
Gemmer Asset Management
California
$7K -$48 -3 -0.7%
DC
952
DeDora Capital
California
$7K +$7K +384 New
EI
953
Ellevest Inc
New York
$6K
SWA
954
SOA Wealth Advisors
New York
$6K +$6K +348 New
FFA
955
Fairfield Financial Advisors
Massachusetts
$5.54K +$5.54K +309 New
KA
956
Kozak & Associates
Colorado
$5K -$5K -153 -50%
PFA
957
Professional Financial Advisors
Nebraska
$5K -$52 -3 -1%
JFA
958
JNBA Financial Advisors
Minnesota
$5K
LC
959
Lindbrook Capital
California
$5K
CMA
960
Cedar Mountain Advisors
Oregon
$5K +$2.44K +126 +95%
BCM
961
Bourgeon Capital Management
Connecticut
$5K +$5K +270 New
CG
962
Cutler Group
California
$5K +$5K +300 New
GEA
963
Glen Eagle Advisors
New Jersey
$4.31K +$1.51K +84 +54%
MA
964
Montag & Associates
Georgia
$4K -$105 -6 -3%
OAJ
965
Ogorek Anthony Joseph
New York
$4K
HDIM
966
Hanson & Doremus Investment Management
Vermont
$4K +$4K +240 New
ACA
967
Atlas Capital Advisors
Wyoming
$3.55K -$8.08K -450 -69%
GFPC
968
Global Financial Private Client
Florida
$3.46K
FWM
969
Focused Wealth Management
New York
$3K
AA
970
Addison Advisors
Vermont
$3K +$3K +192 New
PP
971
PrairieView Partners
Minnesota
$2K
BA
972
Bellwether Advisors
Nebraska
$2K
EWA
973
EverSource Wealth Advisors
Alabama
$2K +$1.22K +84 +156%
WT
974
Whittier Trust
California
$2K +$2K +120 New
HPC
975
HM Payson & Co
Maine
$1K