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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 %
CCB
251
Cutter & Co Brokerage
Missouri
$413K -$15.8K -1,832 -4%
GRP
252
Global Retirement Partners
California
$412K -$33.4K -3,880 -7%
TIM
253
Total Investment Management
Arizona
$410K -$51.2M -5,393,072 -99%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$398K +$176K +20,448 +80%
B
255
Brightworth
Georgia
$395K +$395K +45,864 New
JPMPWA
256
J.P. Morgan Private Wealth Advisors
California
$393K -$511K -59,208 -57%
MWA
257
Martel Wealth Advisors
Washington
$375K +$375K +43,536 New
HIC
258
Hartline Investment Corp
Illinois
$374K -$2.75K -320 -0.7%
OCM
259
Orser Capital Management
Texas
$373K
LFS
260
Lutz Financial Services
Nebraska
$370K +$45.9K +5,336 +14%
BAMG
261
Brand Asset Management Group
Missouri
$369K +$96.3K +11,184 +35%
CA
262
Continuum Advisory
Idaho
$362K +$1.73K +200 +0.5%
CWM
263
Cabot Wealth Management
Massachusetts
$359K -$98.8K -11,464 -22%
AA
264
Ancora Advisors
Ohio
$357K +$357K +41,384 New
SFS
265
Summit Financial Strategies
Ohio
$356K +$356K +41,368 New
MIP
266
Marietta Investment Partners
Wisconsin
$349K -$42.9K -4,984 -11%
GC
267
Gratus Capital
Georgia
$347K +$347K +40,320 New
B
268
Bailard
California
$346K
W
269
Wealthquest
Ohio
$345K +$345K +40,120 New
FLA
270
Financial Life Advisors
Texas
$339K -$14.4K -1,672 -4%
IWC
271
Integrated Wealth Concepts
Massachusetts
$338K +$338K +39,280 New
AFP
272
Ausdal Financial Partners
Iowa
$327K -$55.5K -6,440 -15%
DWM
273
Destination Wealth Management
California
$326K -$55.4K -6,424 -15%
AWE
274
Avidian Wealth Enterprises
Texas
$324K
CAG
275
Csenge Advisory Group
Florida
$323K +$103K +11,992 +47%