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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 %
ICG
1101
InterOcean Capital Group
Tennessee
-$493K -27,104 Closed
HAS
1102
HBW Advisory Services
California
-$411K -22,608 Closed
CAM
1103
Cubic Asset Management
Massachusetts
-$396K -21,800 Closed
MFG
1104
MidWestOne Financial Group
Iowa
-$313K -17,220 Closed
SAM
1105
Secure Asset Management
Michigan
-$288K -15,844 Closed
LCGC
1106
Legacy Capital Group California
California
-$286K -15,756 Closed
NW
1107
Naviter Wealth
Arkansas
-$285K -15,664 Closed
CA
1108
Calton & Associates
Florida
-$283K -15,548 Closed
ACA
1109
Ascension Capital Advisors
Texas
-$262K -14,428 Closed
LNWTC
1110
Laird Norton Wetherby Trust Company
Washington
-$255K -14,052 Closed
FFP
1111
FourThought Financial Partners
Florida
-$244K -13,432 Closed
WF
1112
Wayfinding Financial
Washington
-$224K -12,240 Closed
FD
1113
Financial Designs
California
-$220K -12,128 Closed
ECM
1114
Exchange Capital Management
Michigan
-$215K -11,840 Closed
CCM
1115
Cutler Capital Management
Massachusetts
-$183K -10,060 Closed
BWP
1116
Baldwin Wealth Partners
Massachusetts
-$179K -9,848 Closed
SSWM
1117
Sheets Smith Wealth Management
North Carolina
-$113K -6,216 Closed
IPW
1118
Impact Partnership Wealth
Georgia
-$105K -5,776 Closed
PCA
1119
Providence Capital Advisors
North Carolina
-$80.8K -4,444 Closed
Qube Research & Technologies (QRT)
1120
Qube Research & Technologies (QRT)
United Kingdom
-$69K -3,796 Closed
APC
1121
Aspire Private Capital
North Carolina
-$63.8K -3,508 Closed
SCA
1122
Stonebridge Capital Advisors
Minnesota
-$59.6K -3,280 Closed
BFP
1123
Briaud Financial Planning
Texas
-$49K -2,736 Closed
Legacy Financial Group (Iowa)
1124
Legacy Financial Group (Iowa)
Iowa
-$43.9K -2,412 Closed
WFA
1125
WestHill Financial Advisors
California
-$29.3K -1,612 Closed