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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
2.59%
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 %
RFM
276
Royal Fund Management
Florida
$5.9M -$190K -9,172 -3%
VC
277
Veery Capital
Delaware
$5.85M +$9.62K +464 +0.2%
JWBC
278
John W. Brooker & Co
California
$5.81M -$56.4K -2,720 -1%
NDSI
279
Newman Dignan & Sheerar Inc
Rhode Island
$5.79M -$519K -25,032 -8%
JFG
280
JMG Financial Group
Illinois
$5.77M +$230K +11,096 +4%
BAM
281
Berkshire Asset Management
Pennsylvania
$5.59M -$148K -7,160 -3%
GPFA
282
Game Plan Financial Advisors
Ohio
$5.56M +$5.56M +268,244 New
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$5.55M +$93.3K +4,500 +2%
TPCW
284
TD Private Client Wealth
New York
$5.52M +$829K +39,984 +18%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$5.47M -$31M -1,494,764 -85%
EP
286
Eudaimonia Partners
Tennessee
$5.47M +$570K +27,472 +12%
IFWM
287
Institute for Wealth Management
Colorado
$5.28M -$199K -9,576 -4%
CA
288
Cambridge Advisors
Nebraska
$5.27M +$49K +2,364 +0.9%
JWCA
289
J.W. Cole Advisors
Florida
$5.24M +$61.2K +2,952 +1%
GVAG
290
Great Valley Advisor Group
Delaware
$5.18M -$1.8M -86,676 -26%
CAC
291
Certified Advisory Corp
Florida
$5.17M +$288K +13,880 +6%
KWM
292
Kingsview Wealth Management
Oregon
$5.13M +$152K +7,336 +3%
SCM
293
Steele Capital Management
Iowa
$5.06M +$5.06M +243,800 New
HA
294
HC Advisors
Georgia
$5.05M +$31.9K +1,540 +0.6%
BBA
295
BLB&B Advisors
Pennsylvania
$5.05M +$1.49M +72,072 +42%
CJH
296
Christopher J. Hasenberg
Wisconsin
$4.98M +$4.98M +239,924 New
PAG
297
Powers Advisory Group
Illinois
$4.94M +$284K +13,704 +6%
WCM
298
Winthrop Capital Management
Indiana
$4.9M +$4.9M +236,356 New
FAIM
299
Financial Advocates Investment Management
Washington
$4.8M -$111K -5,460 -2%
WF
300
Warner Financial
Maryland
$4.79M +$26K +1,252 +0.5%