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Schwab US Large-Cap Growth ETF

408 hedge funds and large institutions have $2.6B invested in Schwab US Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+41
Holders Change %
+11.17%
% of All Funds
9.11%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
1.32%
New
94
Increased
161
Reduced
110
Closed
49
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
+$220K
Name Holding Trade Value Shares
Change
Shares
Change %
NL
226
NWAM LLC
Washington
$579K +$359K +41,680 +163%
Deutsche Bank
227
Deutsche Bank
Germany
$578K +$404K +46,928 +232%
YWP
228
YorkBridge Wealth Partners
New York
$574K +$370K +43,008 +182%
William Blair & Company
229
William Blair & Company
Illinois
$562K -$86.1K -10,000 -13%
FA
230
Financial Advisors
Massachusetts
$559K +$559K +64,928 New
Fidelity Investments
231
Fidelity Investments
Massachusetts
$556K -$55K -6,392 -9%
CFA
232
Cahill Financial Advisors
Minnesota
$556K +$9.04K +1,048 +2%
WA
233
Wealth Architects
California
$549K -$276 -32 -0.1%
FAM
234
Foothills Asset Management
Arizona
$540K +$55.2K +6,408 +11%
WIC
235
Whitegate Investment Counselors
New Hampshire
$540K +$86K +9,976 +19%
IIC
236
Integrated Investment Consultants
Michigan
$510K +$510K +59,200 New
GLA
237
Good Life Advisors
Pennsylvania
$505K +$72.1K +8,368 +17%
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$497K -$19.1K -2,216 -4%
JIC
239
Johnson Investment Counsel
Ohio
$493K -$1.85K -216 -0.4%
FCA
240
FinTrust Capital Advisors
South Carolina
$483K +$483K +56,056 New
DW
241
Domani Wealth
Pennsylvania
$470K +$177K +20,600 +61%
LRPA
242
L. Roy Papp & Associates
Arizona
$469K -$14.7K -1,704 -3%
NCM
243
Northwest Capital Management
Oregon
$469K +$469K +54,376 New
SNBOSD
244
Security National Bank of So Dak
Iowa
$468K -$3.03K -352 -0.6%
LJAC
245
L.J. Altfest & Co
New York
$463K +$463K +53,720 New
HGWM
246
Harvest Group Wealth Management
Massachusetts
$453K +$57.2K +6,648 +14%
TRCT
247
Tower Research Capital (TRC)
New York
$442K -$3.11K -360 -0.7%
S
248
SignatureFD
Georgia
$433K -$90.2K -10,472 -17%
BDF
249
Black Diamond Financial
Maryland
$429K +$429K +50,232 New
BIA
250
BHK Investment Advisors
Alabama
$421K -$3.17K -368 -0.7%