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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 %
CFG
1001
Citizens Financial Group
Rhode Island
$208K +$208K +11,055 New
SI
1002
Shaker Investments
Ohio
$208K +$208K +11,043 New
S
1003
Sunpointe
Missouri
$207K +$207K +11,019 New
GBT
1004
Grove Bank & Trust
Florida
$206K
LF
1005
LifeSteps Financial
California
$206K +$206K +10,932 New
EP
1006
Edgestream Partners
New Jersey
$205K -$183K -9,744 -47%
AC
1007
Apella Capital
Connecticut
$205K +$205K +11,082 New
ACP
1008
Aviance Capital Partners
Florida
$204K +$204K +10,863 New
DWA
1009
Divergent Wealth Advisors
Utah
$204K -$24.6K -1,311 -11%
GWA
1010
Geometric Wealth Advisors
District of Columbia
$203K +$203K +10,815 New
GKWIM
1011
Gerber Kawasaki Wealth & Investment Management
California
$203K +$203K +10,806 New
MFG
1012
Merit Financial Group
Georgia
$202K +$202K +10,761 New
RF
1013
Rollins Financial
Georgia
$202K +$202K +10,758 New
RFA
1014
Rollins Financial Advisors
New York
$202K +$202K +10,758 New
BCA
1015
Bay Colony Advisors
Massachusetts
$201K +$201K +10,710 New
GWSA
1016
Global Wealth Strategies & Associates
Colorado
$196K
RF
1017
Robbins Farley
New Hampshire
$186K +$3.38K +180 +2%
SAG
1018
Spotlight Asset Group
Illinois
$183K
LWA
1019
Lowe Wealth Advisors
Maryland
$182K +$124K +6,588 +214%
HT
1020
Headlands Technologies
Illinois
$175K +$175K +9,285 New
SS
1021
Sunbelt Securities
Texas
$174K -$21.9K -1,167 -11%
FIM
1022
FWL Investment Management
Texas
$171K -$22.4K -1,191 -12%
EWA
1023
EverSource Wealth Advisors
Alabama
$169K +$846 +45 +0.5%
SL
1024
Salomon & Ludwin
Virginia
$166K
SWM
1025
Sugarloaf Wealth Management
Georgia
$166K