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Schwab US Large-Cap Growth ETF

789 hedge funds and large institutions have $7.28B invested in Schwab US Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 360 increasing their positions, 235 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
Holders Change %
0%
% of All Funds
13.64%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.95%
New
58
Increased
360
Reduced
235
Closed
45
Calls
$3.13M
Puts
$718K
Net Calls
+$2.42M
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
301
Sargent Bickham Lagudis
Colorado
$1.71M +$1.07M +76,680 +167%
EWM
302
Evercore Wealth Management
New York
$1.7M -$22.9K -1,644 -1%
LCM
303
Liberty Capital Management
Michigan
$1.68M +$80.5K +5,772 +5%
SOS
304
Silver Oak Securities
Tennessee
$1.67M +$1.2M +66,280 +261%
VNA
305
Valley National Advisers
Pennsylvania
$1.65M +$804K +56,364 +95%
DB
306
Dravo Bay
Delaware
$1.65M +$12.2K +872 +0.7%
CW
307
CreativeOne Wealth
Kansas
$1.65M +$330K +23,660 +25%
DI
308
DAGCO Inc
Ohio
$1.62M +$240K +17,164 +17%
AC
309
Avant Capital
Louisiana
$1.61M +$42.1K +3,016 +3%
ZIMP
310
Zimmermann Investment Management & Planning
Pennsylvania
$1.61M -$98.2K -7,036 -6%
CA
311
Continuum Advisory
Idaho
$1.61M -$145K -10,416 -8%
GG
312
GenWealth Group
New Jersey
$1.61M -$72.9K -5,224 -4%
BAM
313
Belpointe Asset Management
Nevada
$1.6M -$4.78M -342,476 -75%
BWM
314
Boyd Wealth Management
California
$1.59M +$624K +44,740 +65%
PWMG
315
Prestige Wealth Management Group
New Jersey
$1.58M -$5.86K -420 -0.4%
BBPWM
316
Blue Bell Private Wealth Management
Pennsylvania
$1.58M -$53.2K -3,816 -3%
WWM
317
Western Wealth Management
Colorado
$1.56M -$14.5K -988 -0.9%
AA
318
Aire Advisors
California
$1.56M +$646K +46,252 +70%
AIM
319
Athena Investment Management
California
$1.56M +$50.4K +3,612 +3%
KP
320
Keel Point
Alabama
$1.55M +$851K +60,996 +122%
CF
321
Centaurus Financial
California
$1.54M -$31.5K -2,256 -2%
BIA
322
Bigelow Investment Advisors
Maine
$1.52M -$278K -19,928 -15%
CCA
323
Clearwater Capital Advisors
Illinois
$1.51M -$16.7K -1,200 -1%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$1.51M -$141K -10,116 -9%
SIMM
325
Stillwater Investment Management (Minnesota)
Minnesota
$1.5M +$1.62K +116 +0.1%