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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 %
CIM
1026
Contravisory Investment Management
Massachusetts
$163K +$108K +5,760 +199%
LFA
1027
Level Financial Advisors
New York
$158K +$69K +3,672 +77%
WPA
1028
West Paces Advisors
Georgia
$157K -$116K -6,195 -43%
AWA
1029
Alaska Wealth Advisors
Alaska
$154K
PO
1030
Private Ocean
California
$153K +$508 +27 +0.3%
Fifth Third Bancorp
1031
Fifth Third Bancorp
Ohio
$150K -$6.71K -357 -4%
GWSG
1032
GPS Wealth Strategies Group
Colorado
$149K +$56 +3 +0%
HPC
1033
HM Payson & Co
Maine
$148K -$20.6K -1,095 -12%
BCMLT
1034
Beacon Capital Management LLC (Tennessee)
Tennessee
$146K
NG
1035
NWK Group
California
$137K
UB
1036
UMB Bank
Missouri
$135K
LC
1037
Lindbrook Capital
California
$131K
LB
1038
Legacy Bridge
Iowa
$123K
SC
1039
Stephens Consulting
Michigan
$119K +$6.54K +348 +6%
BWL
1040
Bogart Wealth LLC
Virginia
$116K +$47.3K +2,514 +69%
PWMG
1041
Prestige Wealth Management Group
New Jersey
$115K
AIMA
1042
Ables Iannone Moore & Associates
Georgia
$114K +$114K +6,072 New
POIA
1043
Pin Oak Investment Advisors
Texas
$113K
PFP
1044
Pinnacle Financial Partners
Tennessee
$113K
JFGIW
1045
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K +$46.2K +2,457 +71%
LFA
1046
Legend Financial Advisors
Pennsylvania
$107K +$56 +3 +0.1%
RG
1047
Retirement Group
California
$107K
AWM
1048
Atticus Wealth Management
Florida
$106K -$7K -372 -6%
HWA
1049
Heritage Wealth Advisors
Virginia
$102K -$640K -34,047 -86%
NRC
1050
New Republic Capital
North Carolina
$99.3K