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Schwab US Large- Cap ETF

1,212 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 383 increasing their positions, 477 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
17.63%
Holding in Top 10
188
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.53%
% of All Funds
2.73%
New
98
Increased
383
Reduced
477
Closed
52
Calls
$1.57M
Puts
$218K
Net Calls
+$1.35M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
951
BOS Asset Management
Illinois
$286K -$23.8K -1,110 -8%
PWM
952
Peterson Wealth Management
Nevada
$285K
FG
953
Fairman Group
Pennsylvania
$285K -$28.7K -1,338 -9%
GGV
954
GG Group Ventures
Florida
$283K +$283K +13,266 New
LWL
955
Leo Wealth LLC
Texas
$283K -$41.6K -1,938 -13%
HIP
956
HUB Investment Partners
Texas
$282K +$282K +13,152 New
MIM
957
Macroview Investment Management
Maryland
$282K +$2.51K +117 +0.9%
GAM
958
GEM Asset Management
Michigan
$278K -$14.6K -684 -5%
ACP
959
Aviance Capital Partners
Florida
$278K -$129 -6 -0%
Legacy Financial Group (Iowa)
960
Legacy Financial Group (Iowa)
Iowa
$278K -$59.4K -2,775 -18%
PWA
961
Physician Wealth Advisors
Utah
$278K -$440K -19,758 -61%
PCM
962
Palouse Capital Management
Washington
$277K +$1.67K +78 +0.6%
OPWM
963
Oxinas Partners Wealth Management
Indiana
$276K -$7K -327 -2%
M
964
MOTCO
Texas
$276K
OCG
965
Opus Capital Group
Ohio
$276K +$10.3K +480 +4%
TIA
966
Tiemann Investment Advisors
California
$274K
OAM
967
Oppenheimer Asset Management
New York
$273K
CT
968
Clearstead Trust
Maine
$272K
BSI
969
Bennett Selby Investments
Maine
$270K
AIIMS
970
Analyst IMS Investment Management Services
Israel
$270K
MBFW
971
Morton Brown Family Wealth
Pennsylvania
$269K
GC
972
Gratus Capital
Georgia
$267K
FIC
973
Family Investment Center
Missouri
$266K
MSF
974
Mustard Seed Financial
Arkansas
$266K
CPC
975
Consolidated Planning Corp
Georgia
$265K