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Schwab US Large-Cap Growth ETF

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.12%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$452K
Name Holding Trade Value Shares
Change
Shares
Change %
APSP
276
Asset Planning Services (Pennsylvania)
Pennsylvania
$218K +$454 +48 +0.2%
BPB
277
Badgley, Phelps & Bell
Washington
$217K
BSW
278
Buckingham Strategic Wealth
Missouri
$214K +$214K +22,608 New
PFP
279
Pinnacle Financial Partners
Tennessee
$211K +$211K +22,240 New
DLCIG
280
D.L. Carlson Investment Group
New Hampshire
$208K +$208K +22,008 New
AW
281
ACG Wealth
Georgia
$207K +$207K +21,816 New
CCM
282
Carlson Capital Management
Minnesota
$200K +$200K +21,136 New
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$185K
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$175K +$79.4K +8,368 +83%
APA
285
American Portfolios Advisors
New York
$172K -$11.7K -1,240 -6%
PCP
286
Proficio Capital Partners
Massachusetts
$152K
GWM
287
Geneos Wealth Management
Colorado
$151K
AWM
288
Avior Wealth Management
Nebraska
$147K +$93K +9,792 +172%
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$137K
DAM
290
Delta Asset Management
Tennessee
$137K
BlackRock
291
BlackRock
New York
$126K +$8.44K +896 +7%
HCM
292
Horan Capital Management
Maryland
$112K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$101K +$41.4K +4,384 +69%
SWA
294
Sutton Wealth Advisors
Florida
$98.5K
IF
295
Ironwood Financial
Arizona
$98K -$2.19K -232 -2%
PFBT
296
Parkside Financial Bank & Trust
Missouri
$91K
RFC
297
Regions Financial Corp
Alabama
$89K
PAI
298
Pittenger & Anderson Inc
Nebraska
$86K
FHA
299
First Horizon Advisors
Tennessee
$86K +$86K +9,048 New
CPIG
300
Chicago Partners Investment Group
Illinois
$81K