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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 %
TCM
976
TD Capital Management
Tennessee
$101K -$8.54K -412 -8%
MSG
977
Main Street Group
Virginia
$96.7K +$96.7K +4,660 New
OP
978
ORG Partners
Indiana
$95.1K
AW
979
Avion Wealth
Texas
$92K
AIA
980
Armor Investment Advisors
North Carolina
$90.4K
FF
981
Friedenthal Financial
New Jersey
$86.2K +$86.2K +4,156 New
TAM
982
Tucker Asset Management
Colorado
$86.1K
PA
983
PSI Advisors
Florida
$83K
MLA
984
MB, Levis & Associates
Pennsylvania
$82.8K +$83 +4 +0.1%
TCM
985
Tradewinds Capital Management
Washington
$82K
Bessemer Group
986
Bessemer Group
New Jersey
$80K -$50.6K -2,432 -39%
ACA
987
Atlas Capital Advisors
Wyoming
$80K
TFA
988
Toth Financial Advisory
Virginia
$79.1K -$8.47K -408 -10%
JPWM
989
Jamison Private Wealth Management
Georgia
$75.8K +$75.8K +3,656 New
CPG
990
Custom Portfolio Group
Colorado
$74.4K +$74.4K +3,584 New
CTB
991
Country Trust Bank
Illinois
$66.2K
LWANC
992
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.9K -$415 -20 -0.6%
HWM
993
HighMark Wealth Management
Minnesota
$65.8K +$83 +4 +0.1%
SA
994
Scarborough Advisors
Maryland
$65.2K +$65.2K +3,144 New
AIP
995
Ameritas Investment Partners
Nebraska
$64.9K
JHCP
996
Jackson Hole Capital Partners
Oklahoma
$59.7K
BFPW
997
BOK Financial Private Wealth
Colorado
$59.2K -$8.05K -388 -12%
FFL
998
Financial Freedom LLC
Ohio
$55.8K
SIC
999
Salem Investment Counselors
North Carolina
$55.6K +$17.8K +860 +47%
BSB
1000
Bangor Savings Bank
Maine
$54.8K