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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 %
KFI
1101
Key Financial Inc
Pennsylvania
$9.27K
WWM
1102
Wagner Wealth Management
South Carolina
$8.9K +$834 +36 +10%
EFP
1103
EnRich Financial Partners
Wisconsin
$8.16K +$8.16K +352 New
VAG
1104
VisionPoint Advisory Group
Texas
$7.23K +$6.77K +292 +1,460%
FFA
1105
Frazier Financial Advisors
Ohio
$6.71K
CAM
1106
Costello Asset Management
Pennsylvania
$5.93K
NFSG
1107
Newbridge Financial Services Group
Florida
$5.93K
GWP
1108
Gen-Wealth Partners
Michigan
$5.87K +$5.87K +252 New
CMA
1109
Cedar Mountain Advisors
Oregon
$5.75K
CAM
1110
Creekmur Asset Management
Illinois
$5.6K -$42.3K -1,812 -88%
TRCT
1111
Tower Research Capital (TRC)
New York
$5.1K -$18.1K -780 -78%
HR
1112
Howe & Rusling
New York
$4.35K -$2.04K -88 -32%
MSFP
1113
Mark Sheptoff Financial Planning
Connecticut
$4.08K
AA
1114
Addison Advisors
Vermont
$3.71K
TCM
1115
TruNorth Capital Management
Michigan
$2.87K +$2.87K +124 New
QCG
1116
Quadrant Capital Group
Ohio
$2.8K
WWM
1117
Wolff Wiese Magana
California
$2.43K
BIM
1118
Breakwater Investment Management
Washington
$2.41K +$2.41K +104 New
HFS
1119
Hantz Financial Services
Michigan
$2K
FA
1120
Financial Avengers
California
$1.86K
GI
1121
GAMMA Investing
California
$1.58K +$1.58K +68 New
CWP
1122
Concord Wealth Partners
Virginia
$1.3K -$53.2K -2,296 -98%
KIG
1123
Kessler Investment Group
Indiana
$1.11K +$1.11K +48 New
NECFA
1124
New England Capital Financial Advisors
Connecticut
$650 +$650 +28 New
CCMW
1125
Cypress Capital Management (Wyoming)
Wyoming
$371