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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 %
AWM
326
Avior Wealth Management
Nebraska
$127K -$5.7K -664 -4%
GWM
327
Geneos Wealth Management
Colorado
$126K
DAM
328
Delta Asset Management
Tennessee
$124K
HCM
329
Horan Capital Management
Maryland
$115K +$13.6K +1,592 +13%
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$110K +$22.9K +2,648 +26%
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$107K +$26K +2,992 +32%
DWM
332
Doyle Wealth Management
Florida
$104K +$104K +12,064 New
PA
333
Parallel Advisors
California
$101K +$44.4K +5,200 +79%
IF
334
Ironwood Financial
Arizona
$97K +$7.17K +832 +8%
Marshall Wace
335
Marshall Wace
United Kingdom
$97K +$97K +11,312 New
BlackRock
336
BlackRock
New York
$90K -$23.6K -2,736 -21%
SWA
337
Sutton Wealth Advisors
Florida
$89.6K
GIP
338
Granite Investment Partners
California
$86K +$86K +10,016 New
RFC
339
Regions Financial Corp
Alabama
$81K
PAI
340
Pittenger & Anderson Inc
Nebraska
$75K -$3.09K -360 -4%
Chevy Chase Trust
341
Chevy Chase Trust
Maryland
$74K +$74K +8,544 New
TL
342
TrueWealth LLC
Georgia
$72K
TAIM
343
TD Ameritrade Investment Management
Nebraska
$68K -$1.99K -232 -3%
AOWM
344
Alpha Omega Wealth Management
Virginia
$67K +$22.1K +2,576 +49%
BWA
345
BDO Wealth Advisors
Florida
$60K -$10.8K -1,248 -15%
FHA
346
Flagship Harbor Advisors
Massachusetts
$50K +$50K +5,824 New
CCMW
347
Cypress Capital Management (Wyoming)
Wyoming
$48K -$2.08M -241,520 -98%
FBT
348
First Bank & Trust
South Dakota
$43K
AIC
349
Archer Investment Corporation
Indiana
$43K +$43K +5,144 New
MSFP
350
Mark Sheptoff Financial Planning
Connecticut
$38K