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Schwab US Large-Cap Growth ETF

331 hedge funds and large institutions have $2.21B invested in Schwab US Large-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
7.6%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.92%
New
35
Increased
138
Reduced
116
Closed
27
Calls
$2.54M
Puts
$711K
Net Calls
+$1.83M
Net Calls Change
+$640K
Name Holding Trade Value Shares
Change
Shares
Change %
TW
251
Transform Wealth
Colorado
$213K -$74.6K -8,312 -26%
DADC
252
D.A. Davidson & Co
Montana
$211K
PFA
253
Paradigm Financial Advisors
Missouri
$210K +$6.02K +672 +3%
FIM
254
Frontier Investment Management
Texas
$208K +$208K +23,176 New
APSP
255
Asset Planning Services (Pennsylvania)
Pennsylvania
$206K +$430 +48 +0.2%
YWP
256
YorkBridge Wealth Partners
New York
$206K +$138K +15,320 +205%
BPB
257
Badgley, Phelps & Bell
Washington
$205K -$37.6K -4,200 -16%
IWM
258
IHT Wealth Management
Illinois
$202K -$10.5K -1,200 -5%
CWP
259
Capital Wealth Planning
Florida
$202K +$202K +22,544 New
AIS
260
Accurate Investment Solutions
Pennsylvania
$187K +$31.8K +3,544 +20%
MGIA
261
Moneta Group Investment Advisors
Missouri
$181K +$57K +6,344 +46%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$175K +$66.3K +7,400 +61%
APA
263
American Portfolios Advisors
New York
$174K -$1.25M -139,416 -88%
FRA
264
Front Row Advisors
California
$169K +$143 +16 +0.1%
PCP
265
Proficio Capital Partners
Massachusetts
$143K
GWM
266
Geneos Wealth Management
Colorado
$143K
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$129K -$52.2K -5,832 -29%
DAM
268
Delta Asset Management
Tennessee
$129K
WCM
269
Whitener Capital Management
North Carolina
$116K
Simplex Trading
270
Simplex Trading
Illinois
$116K +$116K +12,944 New
BlackRock
271
BlackRock
New York
$112K -$7.96K -888 -7%
AF
272
Allworth Financial
California
$111K +$111K +12,336 New
HCM
273
Horan Capital Management
Maryland
$106K -$8.23K -920 -7%
IF
274
Ironwood Financial
Arizona
$95K
SWA
275
Sutton Wealth Advisors
Florida
$93.2K