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Schwab US Large- Cap ETF

1,184 hedge funds and large institutions have $25.8B invested in Schwab US Large- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 400 increasing their positions, 510 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
17.16%
Holding in Top 10
189
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.08%
% of All Funds
2.74%
New
106
Increased
400
Reduced
510
Closed
64
Calls
$2.49M
Puts
$74K
Net Calls
+$2.42M
Net Calls Change
+$802K
Name Holding Trade Value Shares
Change
Shares
Change %
SM
1026
Sensible Money
Arizona
$204K +$204K +9,885 New
SL
1027
Salomon & Ludwin
Virginia
$203K
PF
1028
Penney Financial
Texas
$203K +$203K +9,816 New
WIP
1029
WealthCare Investment Partners
Rhode Island
$203K +$203K +9,810 New
Fifth Third Bancorp
1030
Fifth Third Bancorp
Ohio
$203K +$37.7K +1,821 +23%
CWS
1031
Cypress Wealth Services
California
$202K +$202K +9,789 New
SRWM
1032
Shira Ridge Wealth Management
California
$201K +$201K +9,735 New
FFWM
1033
Future Financial Wealth Management
Ohio
$201K +$201K +9,732 New
AG
1034
Advocate Group
Minnesota
$200K +$200K +9,669 New
HNB
1035
Huntington National Bank
Ohio
$200K -$209K
FIM
1036
FWL Investment Management
Texas
$189K
SWM
1037
Sugarloaf Wealth Management
Georgia
$182K
CA
1038
CoreCap Advisors
Michigan
$181K +$181K +8,727 New
LWA
1039
Lowe Wealth Advisors
Maryland
$175K -$24.8K -1,200 -12%
WPA
1040
West Paces Advisors
Georgia
$173K
AWA
1041
Alaska Wealth Advisors
Alaska
$170K
PO
1042
Private Ocean
California
$169K +$434 +21 +0.3%
LB
1043
Legacy Bridge
Iowa
$167K +$31.3K +1,515 +23%
GWSG
1044
GPS Wealth Strategies Group
Colorado
$164K
CAL
1045
Capital Analysts LLC
Pennsylvania
$163K +$95.1K +4,602 +140%
HPC
1046
HM Payson & Co
Maine
$163K
BCMLT
1047
Beacon Capital Management LLC (Tennessee)
Tennessee
$156K -$22.6K -1,092 -13%
NG
1048
NWK Group
California
$146K -$4.97K -240 -3%
LC
1049
Lindbrook Capital
California
$142K -$2.17K -105 -2%
SC
1050
Stephens Consulting
Michigan
$131K