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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 %
LCM
201
Leisure Capital Management
California
$9.25M -$193K -11,043 -2%
TLP
202
Trinity Legacy Partners
Texas
$9.21M -$982K -56,235 -10%
EL
203
Essex LLC
Illinois
$9.1M +$1.56M +89,523 +21%
NA
204
Nottingham Advisors
New York
$9.09M +$559K +32,049 +7%
TIM
205
Tortoise Investment Management
New York
$9.01M +$180K +10,287 +2%
ACG
206
Allen Capital Group
Nebraska
$9M -$38K -2,178 -0.4%
CHA
207
Cooper/Haims Advisors
New York
$8.89M -$374K -21,408 -4%
AIM
208
AMI Investment Management
Indiana
$8.74M -$177K -10,140 -2%
CWM
209
Castle Wealth Management
Florida
$8.62M -$253K -14,502 -3%
US Bancorp
210
US Bancorp
Minnesota
$8.59M -$154K -8,808 -2%
PMG
211
ProVise Management Group
Florida
$8.58M -$687K -39,381 -7%
MFA
212
Morling Financial Advisors
California
$8.56M -$64.2K -3,675 -0.7%
RRC
213
Relaxing Retirement Coach
Massachusetts
$8.54M -$66.6K -3,813 -0.8%
GCM
214
G2 Capital Management
Ohio
$8.4M -$298K -17,076 -3%
IWMA
215
Ironwood Wealth Management (Arizona)
Arizona
$8.36M +$33.8K +1,935 +0.4%
OIA
216
OneDigital Investment Advisors
Kansas
$8.28M -$581K -33,273 -7%
NSAM
217
North Star Asset Management
Wisconsin
$8.27M -$713K -40,818 -8%
LPAM
218
Lodestar Private Asset Management
California
$8.26M -$68.1K -3,903 -0.8%
PWM
219
Perigon Wealth Management
California
$8.05M +$1.06M +60,915 +15%
IRC
220
Investors Research Corp
Georgia
$7.99M +$317K +18,138 +4%
PAG
221
Private Advisor Group
New Jersey
$7.96M +$2.49M +139,164 +45%
CBFP
222
Cedar Brook Financial Partners
Ohio
$7.95M +$1.57K +90 +0%
NIC
223
Northwest Investment Counselors
Oregon
$7.92M -$526K -30,150 -6%
Betterment LLC
224
Betterment LLC
New York
$7.91M +$598K +34,257 +8%
Toronto Dominion Bank
225
Toronto Dominion Bank
Ontario, Canada
$7.85M