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Schwab US Large-Cap Growth ETF

1,127 hedge funds and large institutions have $14.9B invested in Schwab US Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 447 increasing their positions, 411 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+37
Holders Change %
+3.39%
% of All Funds
16.34%
Holding in Top 10
179
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.13%
% of All Funds
2.59%
New
110
Increased
447
Reduced
411
Closed
55
Calls
$13.4M
Puts
$2.14M
Net Calls
+$11.3M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
DPW
1051
DiNuzzo Private Wealth
Pennsylvania
$42.9K
MWM
1052
Mascoma Wealth Management
New Hampshire
$42.7K
BF
1053
BOK Financial
Oklahoma
$42.5K
CCMI
1054
Creative Capital Management Investments
California
$42.3K
ACA
1055
Atlas Capital Advisors
Wyoming
$42.3K -$47.1K -2,032 -53%
MA
1056
MCF Advisors
Kentucky
$42K
WT
1057
Washington Trust
Rhode Island
$40.8K -$3.25K -140 -7%
HMS
1058
Hanseatic Management Services
New Mexico
$40.7K
WPA
1059
West Paces Advisors
Georgia
$39.6K
AT
1060
Avalon Trust
New Mexico
$37.1K
PA
1061
Pineridge Advisors
Missouri
$35.8K +$11.2K +484 +46%
MRCM
1062
M&R Capital Management
New Jersey
$35.4K -$13.8K -596 -28%
HPC
1063
HM Payson & Co
Maine
$32.8K -$13.9K -600 -30%
FCMT
1064
Founders Capital Management (Texas)
Texas
$32.5K
MIM
1065
MTM Investment Management
South Carolina
$31.8K +$31.8K +1,372 New
RBC
1066
Roble Belko & Company
Pennsylvania
$31K
T
1067
Tidemark
California
$31K
KHC
1068
Koesten Hirschmann & Crabtree
Kansas
$30.7K +$5.11K +220 +20%
MFT
1069
Moisand Fitzgerald Tamayo
Florida
$30.2K
CTC
1070
Central Trust Company
Missouri
$30K
SL
1071
Salomon & Ludwin
Virginia
$29.7K +$1.85K +80 +7%
RDFA
1072
Ritter Daniher Financial Advisory
Ohio
$29K -$8.35K -360 -22%
MIA
1073
MeadowBrook Investment Advisors
Michigan
$28.8K +$464 +20 +2%
TFGT
1074
TS Financial Group (TSFG)
Illinois
$28K
DJSG
1075
D.J. St. Germain
Massachusetts
$25.3K