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Schwab US Large-Cap Growth ETF

1,090 hedge funds and large institutions have $13.2B invested in Schwab US Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+123
Holders Change %
+12.72%
% of All Funds
15.98%
Holding in Top 10
177
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.79%
% of All Funds
2.6%
New
176
Increased
409
Reduced
355
Closed
42
Calls
$17M
Puts
$3.7M
Net Calls
+$13.3M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
251
Affinity Capital Advisors
California
$6.95M -$910K -43,856 -12%
FVWA
252
Foster Victor Wealth Advisors
South Carolina
$6.9M -$861K -41,804 -11%
MS
253
Madden Securities
Texas
$6.88M -$74K -3,568 -1%
WCA
254
Waypoint Capital Advisors
Minnesota
$6.87M -$906K -43,700 -12%
DFA
255
DHJJ Financial Advisors
Illinois
$6.84M -$22.7K -1,096 -0.3%
SFMG
256
Sage Financial Management Group
Virginia
$6.8M -$98.3K -4,740 -1%
EWA
257
EP Wealth Advisors
California
$6.79M +$659K +31,784 +11%
LFP
258
Leeward Financial Partners
Washington
$6.77M +$137K +6,612 +2%
MAM
259
McCarthy Asset Management
California
$6.76M +$1.18M +56,896 +21%
DADC
260
D.A. Davidson & Co
Montana
$6.75M -$100K -4,832 -1%
SAM
261
Smithbridge Asset Management
Pennsylvania
$6.73M -$78.9K -3,804 -1%
DAS
262
Dynamic Advisor Solutions
Arizona
$6.7M +$134K +6,624 +2%
SCM
263
Spreng Capital Management
Ohio
$6.68M +$1.18M +57,104 +22%
MMA
264
Miracle Mile Advisors
California
$6.61M -$1.47M -71,072 -18%
C
265
Certuity
Florida
$6.52M -$48K -2,316 -0.7%
ISWM
266
Independent Solutions Wealth Management
New York
$6.45M +$574K +27,684 +10%
CMP
267
Courage Miller Partners
Virginia
$6.43M -$266K -12,840 -4%
JWA
268
JFS Wealth Advisors
Pennsylvania
$6.38M -$289K -13,924 -4%
CIA
269
Cape Investment Advisory
Georgia
$6.35M -$243K -11,740 -4%
GG
270
Gleason Group
Kentucky
$6.11M +$7.88K +380 +0.1%
WSTAM
271
Wilbanks Smith & Thomas Asset Management
Virginia
$6.07M -$394K -18,980 -6%
IIC
272
Integrated Investment Consultants
Michigan
$6.03M
RFA
273
RTD Financial Advisors
Pennsylvania
$6.02M -$218K -10,520 -3%
OWM
274
OneAscent Wealth Management
Alabama
$6M +$6M +289,340 New
MFG
275
Mainsail Financial Group
Washington
$5.93M +$199K +9,600 +3%