SCHG icon

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 %
FCAS
951
First Command Advisory Services
Texas
$192K +$163K +7,848 +561%
HFS
952
HBC Financial Services
Washington
$190K +$116K +5,600 +156%
CFB
953
Cullen/Frost Bankers
Texas
$186K +$249 +12 +0.1%
PB
954
Pinnacle Bancorp
Nebraska
$179K +$41.5K +2,000 +30%
MBFW
955
Morton Brown Family Wealth
Pennsylvania
$177K +$159K +7,668 +879%
BBHC
956
Brown Brothers Harriman & Co
New York
$174K +$174K +8,396 New
GI
957
Gradient Investments
Minnesota
$174K -$28.2K -1,360 -14%
CA
958
Clearstead Advisors
Ohio
$172K -$291K -14,028 -63%
HNB
959
Huntington National Bank
Ohio
$163K -$9.6K
PAI
960
Pittenger & Anderson Inc
Nebraska
$162K
GGI
961
Godsey & Gibb Inc
Virginia
$152K +$14.5K +700 +11%
EWP
962
Elevation Wealth Partners
California
$151K
PMFA
963
Plante Moran Financial Advisors
Michigan
$141K
Franklin Resources
964
Franklin Resources
California
$137K
AIM
965
Anchor Investment Management
South Carolina
$137K -$55.3K -2,664 -29%
GT
966
Glenmede Trust
Pennsylvania
$136K
HGERS
967
Householder Group Estate & Retirement Specialist
Arizona
$133K +$28.5K +1,380 +27%
OA
968
Operose Advisors
Wisconsin
$124K
BAM
969
Bellevue Asset Management
Washington
$124K +$67.6K +3,260 +119%
LFG
970
Larson Financial Group
Missouri
$123K +$33.1K +1,596 +37%
GWSA
971
Global Wealth Strategies & Associates
Colorado
$120K
CT
972
Clearstead Trust
Maine
$119K
PK
973
Pflug Koory
Nebraska
$113K
BTI
974
Blue Trust Inc
Georgia
$113K -$9.15K -504 -7%
EA
975
Evolution Advisers
Virginia
$102K