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Schwab US Large-Cap Growth ETF

441 hedge funds and large institutions have $3.42B invested in Schwab US Large-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 185 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+33
Holders Change %
+8.09%
% of All Funds
9.56%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.43%
New
70
Increased
185
Reduced
136
Closed
31
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
301
Fisher Asset Management
Washington
$322K +$322K +32,416 New
FSWA
302
Financial Synergies Wealth Advisors
Texas
$312K +$312K +31,424 New
CWM
303
Chesapeake Wealth Management
Virginia
$307K +$69.4K +7,000 +29%
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$306K +$26.1K +2,632 +9%
PP
305
Pegasus Partners
Wisconsin
$304K
WIA
306
Westbourne Investment Advisors
Maryland
$301K +$41.5K +4,176 +16%
SG
307
StoneX Group
New York
$297K -$5.96K -600 -2%
EK
308
Evensky & Katz
Florida
$295K +$714 +72 +0.2%
PAA
309
Peregrine Asset Advisers
Oregon
$295K +$34.7K +3,488 +13%
VHAM
310
Van Hulzen Asset Management
California
$292K +$5.55K +560 +2%
CSIC
311
Clifford Swan Investment Counsel
California
$291K
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
$290K -$21.7K -2,192 -7%
DLCIG
313
D.L. Carlson Investment Group
New Hampshire
$285K -$24.8K -2,496 -8%
SWM
314
Segment Wealth Management
Texas
$283K +$9.15K +920 +3%
ZIM
315
Zacks Investment Management
Illinois
$278K +$278K +28,008 New
HFA
316
Hoover Financial Advisors
Pennsylvania
$277K +$8.02K +808 +3%
CDIA
317
Capital Directions Investment Advisors
Georgia
$276K -$65.9K -6,640 -19%
CIA
318
Capital Investment Advisors
Georgia
$274K
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$273K -$186K -18,704 -41%
MI
320
Moneywise Inc
Virginia
$273K -$1K -112 -0.4%
LFAS
321
Level Four Advisory Services
Texas
$272K
KeyBank National Association
322
KeyBank National Association
Ohio
$270K +$270K +27,240 New
RIM
323
Regent Investment Management
Kentucky
$260K -$3.42K -344 -1%
SA
324
SRH Advisors
Kansas
$260K +$159 +16 +0.1%
CB
325
Commerce Bank
Missouri
$256K