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Schwab US Large- Cap ETF

1,068 hedge funds and large institutions have $21.8B invested in Schwab US Large- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 373 increasing their positions, 448 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+32
Holders Change %
+3.09%
% of All Funds
16.84%
Holding in Top 10
165
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.6%
New
80
Increased
373
Reduced
448
Closed
40
Calls
$7.14M
Puts
$1.2M
Net Calls
+$5.94M
Net Calls Change
+$2.82M
Name Holding Trade Value Shares
Change
Shares
Change %
HF
1001
Halpern Financial
Virginia
$40.8K
National Bank of Canada
1002
National Bank of Canada
Quebec, Canada
$37.4K
TF
1003
TimeScale Financial
Massachusetts
$37.4K +$52 +3 +0.1%
FP
1004
Financial Perspectives
Minnesota
$36.7K
BWP
1005
Baldwin Wealth Partners
Massachusetts
$36.6K -$29.6K -1,695 -45%
CWC
1006
Carolinas Wealth Consulting
North Carolina
$36.5K -$4.4K -252 -11%
VCM
1007
Versant Capital Management
Arizona
$36.5K
CIA
1008
Choate Investment Advisors
Massachusetts
$36.2K
CMP
1009
Coston McIsaac & Partners
Maine
$36K
PIAS
1010
PCA Investment Advisory Services
Ohio
$34.6K +$34.6K +1,977 New
SIC
1011
SJS Investment Consulting
Ohio
$33.8K
GI
1012
Gradient Investments
Minnesota
$30.1K +$15.9K +912 +112%
HWM
1013
HighMark Wealth Management
Minnesota
$29.4K +$105 +6 +0.4%
HBW
1014
Hazlett, Burt & Watson
West Virginia
$29K -$5.8K -330 -17%
SFC
1015
SYM Financial Corp
Indiana
$28.4K +$28.4K +1,626 New
DAM
1016
Delta Asset Management
Tennessee
$27.5K +$15.7K +900 +133%
MWM
1017
Mascoma Wealth Management
New Hampshire
$26.4K
PGAM
1018
Princeton Global Asset Management
New Jersey
$22.2K +$105 +6 +0.5%
KA
1019
Kozak & Associates
Colorado
$21.7K +$16.4K +936 +306%
MFA
1020
McClarren Financial Advisors
Pennsylvania
$18K +$18K +1,080 New
SIM
1021
Studio Investment Management
Illinois
$16.3K
SVCP
1022
Silicon Valley Capital Partners
California
$15.2K -$15.3K -876 -50%
CPG
1023
Cornerstone Planning Group
New Jersey
$13.7K +$13.7K +786 New
JHCP
1024
Jackson Hole Capital Partners
Oklahoma
$13.5K -$2.62K -150 -16%
CI
1025
Cordant Inc
Oregon
$13.3K