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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 %
GWSG
1001
GPS Wealth Strategies Group
Colorado
$53.4K +$33.2K +1,600 +165%
BCMLT
1002
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K
JFA
1003
JNBA Financial Advisors
Minnesota
$50.5K -$8.13K -392 -14%
EWM
1004
EPG Wealth Management
Georgia
$50.2K +$89 +4 +0.2%
AWM
1005
Able Wealth Management
New Jersey
$50.1K +$50.1K +2,416 New
BCM
1006
Blume Capital Management
California
$49.8K
CWP
1007
Concord Wealth Partners
Virginia
$48.8K
KA
1008
Kozak & Associates
Colorado
$47.3K +$83 +4 +0.2%
CHC
1009
City Holding Co
West Virginia
$45K
MRCM
1010
M&R Capital Management
New Jersey
$44K
QC
1011
Quent Capital
New York
$43.3K +$43.3K +2,088 New
CAM
1012
Creekmur Asset Management
Illinois
$42.6K +$42.6K +2,052 New
HPC
1013
HM Payson & Co
Maine
$41.8K
LFA
1014
Level Financial Advisors
New York
$39.8K
WTC
1015
WhitTier Trust Company
Nevada
$39.8K
WT
1016
Washington Trust
Rhode Island
$39.4K -$4.56K -220 -10%
CJ
1017
Caitlin John
Michigan
$39K +$39K +1,880 New
DPW
1018
DiNuzzo Private Wealth
Pennsylvania
$38.4K +$38.4K +1,852 New
MWM
1019
Mascoma Wealth Management
New Hampshire
$38.2K
BF
1020
BOK Financial
Oklahoma
$38K
CCMI
1021
Creative Capital Management Investments
California
$37.9K
MA
1022
MCF Advisors
Kentucky
$37.6K
HMS
1023
Hanseatic Management Services
New Mexico
$36.4K +$14.9K +720 +69%
WPA
1024
West Paces Advisors
Georgia
$35.4K
EDRH
1025
Edmond de Rothschild Holding
Switzerland
$35.2K +$35.2K +1,696 New