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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 %
TL
301
TrueWealth LLC
Georgia
$79K
BWA
302
BDO Wealth Advisors
Florida
$78K +$78K +8,208 New
TAIM
303
TD Ameritrade Investment Management
Nebraska
$69K +$33.6K +3,528 +95%
AIS
304
Accurate Investment Solutions
Pennsylvania
$67K -$129K -13,712 -66%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K +$64K +6,792 New
BWL
306
Bogart Wealth LLC
Virginia
$63K
BCM
307
Blume Capital Management
California
$61K
SPIA
308
Steward Partners Investment Advisory
New York
$61K
TDC
309
Thompson Davis & Co
Virginia
$56K +$7.24K +768 +15%
KCPG
310
Kavar Capital Partners Group
Kansas
$53K
AF
311
Allworth Financial
California
$50K -$66.5K -7,040 -57%
PFA
312
Pathway Financial Advisors
Vermont
$50K +$459 +48 +0.9%
AOWM
313
Alpha Omega Wealth Management
Virginia
$50K +$21.4K +2,240 +75%
FBT
314
First Bank & Trust
South Dakota
$47K
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$42K
CTB
316
Country Trust Bank
Illinois
$38K
ECM
317
Exchange Capital Management
Michigan
$34K
BWM
318
BerganKDV Wealth Management
Minnesota
$29K +$29K +3,080 New
SMFS
319
Squar Milner Financial Services
California
$25K +$25K +2,624 New
KJWM
320
Kiley Juergens Wealth Management
Washington
$25K +$25K +2,672 New
PMG
321
ProVise Management Group
Florida
$23.4K +$1.58K +113,232 +7%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$23K
LWA
323
Lowe Wealth Advisors
Maryland
$23K
WT
324
Washington Trust
Rhode Island
$23K +$23K +2,400 New
WTC
325
WhitTier Trust Company
Nevada
$21K -$31.9K -3,344 -60%