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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 %
RWP
201
Revolve Wealth Partners
New Jersey
$9.82M +$50.2K +2,420 +0.5%
SFWC
202
Strategic Family Wealth Counselors
New Jersey
$9.75M +$418K +20,140 +4%
SF
203
Safeguard Financial
Wisconsin
$9.71M +$263K +12,700 +3%
GM
204
GeoWealth Management
Illinois
$9.68M +$9.12M +439,840 +1,635%
GGI
205
GPM Growth Investors
Michigan
$9.62M -$295K -14,240 -3%
AI
206
Atria Investments
North Carolina
$9.51M +$3.53M +170,336 +59%
KFS
207
Kaizen Financial Strategies
California
$9.49M -$63.4K -3,056 -0.7%
PIP
208
Peachtree Investment Partners
Florida
$9.42M +$4.18M +201,440 +80%
MIFH
209
Migdal Insurance & Financial Holdings
Israel
$9.34M -$831K -40,060 -8%
HI
210
Harbour Investments
Wisconsin
$9.23M +$997K +48,072 +12%
SA
211
Skyline Advisors
Washington
$9.18M +$9.18M +442,424 New
ASI
212
Advisory Services & Investments
Oregon
$9.1M +$50.8K +2,448 +0.6%
CKAIS
213
Christensen King & Associates Investment Services
Washington
$9.04M +$9.04M +436,000 New
CCM
214
Coldstream Capital Management
Washington
$8.96M -$84.4K -4,068 -0.9%
FWP
215
FAS Wealth Partners
Kansas
$8.89M -$458K -22,088 -5%
IWM
216
IHT Wealth Management
Illinois
$8.72M +$257K +12,384 +3%
SWM
217
SeaCrest Wealth Management
New York
$8.56M -$666K -33,020 -7%
YIA
218
YHB Investment Advisors
Connecticut
$8.54M +$355K +17,096 +4%
RA
219
RFG Advisory
Alabama
$8.53M +$459K +22,112 +6%
CPA
220
Clear Point Advisors
New York
$8.49M +$8.49M +408,712 New
CI
221
Conning Inc
Connecticut
$8.44M
PWM
222
Prosperity Wealth Management
California
$8.38M -$232K -11,164 -3%
TWP
223
Total Wealth Planning
Ohio
$8.14M -$687K -33,132 -8%
EE
224
EWG Elevate
California
$8.03M +$484K +23,352 +6%
IAN
225
Integrated Advisors Network
Texas
$8.03M +$282K +13,584 +4%