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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 %
RDFA
1026
Ritter Daniher Financial Advisory
Ohio
$33.4K
AT
1027
Avalon Trust
New Mexico
$33.2K
TIM
1028
Thompson Investment Management
Wisconsin
$32.4K +$32.4K +1,564 New
FCMT
1029
Founders Capital Management (Texas)
Texas
$29K +$83 +4 +0.3%
CAL
1030
Capital Analysts LLC
Pennsylvania
$29K
RBC
1031
Roble Belko & Company
Pennsylvania
$28K +$28K +1,356 New
T
1032
Tidemark
California
$27.7K +$27.7K +1,336 New
MFT
1033
Moisand Fitzgerald Tamayo
Florida
$27K
CTC
1034
Central Trust Company
Missouri
$26.9K
MIA
1035
MeadowBrook Investment Advisors
Michigan
$25.4K +$25.4K +1,224 New
TFGT
1036
TS Financial Group (TSFG)
Illinois
$25K -$18.5K -888 -43%
KHC
1037
Koesten Hirschmann & Crabtree
Kansas
$22.9K
DJSG
1038
D.J. St. Germain
Massachusetts
$22.6K +$83 +4 +0.4%
PA
1039
Pineridge Advisors
Missouri
$21.9K +$21.9K +1,060 New
SL
1040
Salomon & Ludwin
Virginia
$21.8K
PFM
1041
Phillips Financial Management
Indiana
$21.1K
CYG
1042
Clean Yield Group
Vermont
$20.9K
TVAMP
1043
Tennessee Valley Asset Management Partners
Tennessee
$20.8K +$20.8K +1,004 New
TRCT
1044
Tower Research Capital (TRC)
New York
$20.7K -$101K -4,884 -83%
W
1045
WealthCollab
Washington
$20.7K +$20.7K +1,000 New
FFA
1046
Fairfield Financial Advisors
Massachusetts
$20.5K +$83 +4 +0.4%
JFG
1047
JDM Financial Group
Texas
$19.7K
VWM
1048
Valley Wealth Managers
New Jersey
$18.7K -$83 -4 -0.4%
SSB
1049
Sandy Spring Bank
Maryland
$18.2K
OIA
1050
Optimum Investment Advisors
Illinois
$18.1K