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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 %
TCPG
1051
Trivant Custom Portfolio Group
California
$90.2K
TRCT
1052
Tower Research Capital (TRC)
New York
$84.4K -$17K -906 -17%
KSWA
1053
Kathleen S. Wright Associates
Pennsylvania
$83K -$2.2K -117 -3%
BWM
1054
Baystate Wealth Management
Massachusetts
$75.9K +$56 +3 +0.1%
NSIM
1055
North Star Investment Management
Illinois
$73.8K +$73.8K +3,927 New
PS
1056
Planned Solutions
California
$73.5K +$73.5K +3,912 New
CCP
1057
Clarkston Capital Partners
Michigan
$73.3K -$2.26K -120 -3%
GWS
1058
Glassman Wealth Services
Virginia
$70.8K
LPP
1059
Life Planning Partners
Florida
$66.7K +$66.7K +3,549 New
RP
1060
Rice Partnership
Hawaii
$66.3K -$8.52K -453 -11%
CWM
1061
Cedar Wealth Management
California
$64.2K -$46.9K -2,496 -42%
MRCM
1062
M&R Capital Management
New Jersey
$64.2K +$113 +6 +0.2%
AW
1063
Avion Wealth
Texas
$64K -$237K -12,630 -79%
CAL
1064
Capital Analysts LLC
Pennsylvania
$62K +$226 +12 +0.4%
DCM
1065
Davis Capital Management
Florida
$58.7K +$58.7K +3,123 New
GWM
1066
Guardian Wealth Management
Illinois
$58.2K +$113 +6 +0.2%
CFS
1067
CGC Financial Services
Oregon
$56.4K
AEPWM
1068
Atlantic Edge Private Wealth Management
Florida
$56.1K +$56.1K +2,985 New
SIS
1069
Strategic Investment Solutions
Illinois
$54.7K -$4.52M -240,537 -99%
TAM
1070
Tucker Asset Management
Colorado
$54.2K +$395 +21 +0.7%
BFEC
1071
Benjamin F. Edwards & Company
Missouri
$52K
CJ
1072
Caitlin John
Michigan
$51.5K +$51.5K +2,739 New
FFO
1073
Fortitude Family Office
Arizona
$51.3K +$51.3K +2,730 New
WT
1074
Washington Trust
Rhode Island
$51K
ACA
1075
American Capital Advisory
Idaho
$50.5K +$50.5K +2,685 New