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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 %
RWA
951
River Wealth Advisors
Pennsylvania
$250K -$10.5K -558 -4%
BIG
952
Builder Investment Group
Georgia
$250K +$2.93K +156 +1%
OPWM
953
Oxinas Partners Wealth Management
Indiana
$248K -$17.1K -912 -6%
CG
954
Cutler Group
California
$248K +$214K +11,400 +633%
M
955
MOTCO
Texas
$242K
TIA
956
Tiemann Investment Advisors
California
$241K
OAM
957
Oppenheimer Asset Management
New York
$239K +$564 +30 +0.2%
CT
958
Clearstead Trust
Maine
$238K
BSI
959
Bennett Selby Investments
Maine
$237K
AIIMS
960
Analyst IMS Investment Management Services
Israel
$237K
LJAC
961
L.J. Altfest & Co
New York
$237K +$237K +12,627 New
SCA
962
Stonebridge Capital Advisors
Minnesota
$237K -$104K -5,556 -31%
FIC
963
Family Investment Center
Missouri
$234K +$234K +12,438 New
MIM
964
Macroview Investment Management
Maryland
$234K +$2.76K +147 +1%
OCG
965
Opus Capital Group
Ohio
$233K -$11.3K -600 -5%
MSF
966
Mustard Seed Financial
Arkansas
$232K +$232K +12,366 New
TWM
967
Tradition Wealth Management
Minnesota
$232K -$677 -36 -0.3%
MBFW
968
Morton Brown Family Wealth
Pennsylvania
$232K +$232K +12,336 New
GT
969
Greenleaf Trust
Michigan
$231K +$231K +12,282 New
P
970
&Partners
Tennessee
$231K +$231K +12,885 New
TFA
971
Tobias Financial Advisors
Florida
$230K
BC
972
Bowman & Company
Wisconsin
$229K +$902 +48 +0.4%
HCP
973
Hexagon Capital Partners
Arkansas
$229K +$11.8K +630 +5%
CF
974
Centaurus Financial
California
$228K -$90.6K -4,809 -28%
MSA
975
McAlister Sweet & Associates
Texas
$228K