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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 %
AWM
1051
AllSquare Wealth Management
New York
$17.6K
RCM
1052
Raleigh Capital Management
North Carolina
$17.5K
CT
1053
Cambridge Trust
Massachusetts
$17.2K
CFS
1054
CGC Financial Services
Oregon
$16.6K
EWA
1055
EverSource Wealth Advisors
Alabama
$16.4K -$19.4K -936 -54%
AEPWM
1056
Atlantic Edge Private Wealth Management
Florida
$16.2K +$16.2K +780 New
HIA
1057
Harbor Investment Advisory
Maryland
$15.3K
BWM
1058
Baystate Wealth Management
Massachusetts
$13.7K
National Bank of Canada
1059
National Bank of Canada
Quebec, Canada
$13.6K
YDMI
1060
Y.D. More Investments
Israel
$13.4K +$13.4K +652 New
SIS
1061
Sound Income Strategies
Florida
$12.5K -$15.2K -732 -55%
AWM
1062
Aberdeen Wealth Management
Illinois
$12.4K
FHA
1063
First Horizon Advisors
Tennessee
$11.2K -$11.9K -572 -51%
HWA
1064
Heritage Wealth Advisors
Virginia
$10.8K -$448K -21,580 -98%
PS
1065
Planned Solutions
California
$9.87K +$9.87K +476 New
AIC
1066
Archer Investment Corporation
Indiana
$8.79K
KFI
1067
Key Financial Inc
Pennsylvania
$8.3K
PP
1068
PrairieView Partners
Minnesota
$8K
HI
1069
Horizon Investments
North Carolina
$7.55K +$6.31K +304 +507%
WWM
1070
Wagner Wealth Management
South Carolina
$7.22K +$581 +28 +9%
CA
1071
Crewe Advisors
Utah
$7.19K +$7.19K +348 New
FFA
1072
Frazier Financial Advisors
Ohio
$6K +$6K +288 New
PTC
1073
Private Trust Company
Ohio
$5.81K +$5.81K +280 New
HR
1074
Howe & Rusling
New York
$5.72K +$5.72K +276 New
CAM
1075
Costello Asset Management
Pennsylvania
$5.31K