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Schwab US Large-Cap Growth ETF

468 hedge funds and large institutions have $3.75B invested in Schwab US Large-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 178 increasing their positions, 153 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

119% more call options, than puts

Call options by funds: $657K | Put options by funds: $300K

16% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$324M)

6% more funds holding

Funds holding: 441468 (+27)

5% more funds holding in top 10

Funds holding in top 10: 6669 (+3)

13.52% less ownership

Funds ownership: 393.33%379.81% (-14%)

Holders
468
Holders Change
+27
Holders Change %
+6.12%
% of All Funds
10.17%
Holding in Top 10
69
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.55%
% of All Funds
1.5%
New
55
Increased
178
Reduced
153
Closed
24
Calls
$657K
Puts
$300K
Net Calls
+$357K
Net Calls Change
-$191K
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
351
Dorsey & Whitney Trust
South Dakota
$261K
KFA
352
Kays Financial Advisory
Georgia
$259K +$3.66K +360 +1%
Northern Trust
353
Northern Trust
Illinois
$258K
TCM
354
Tradewinds Capital Management
Washington
$258K
CWM
355
Cabot Wealth Management
Massachusetts
$251K -$149K -14,640 -38%
GSWM
356
Golden State Wealth Management
California
$250K -$133K -13,104 -35%
SL
357
Summitry LLC
California
$250K +$1.71K +168 +0.7%
MCP
358
Mirador Capital Partners
California
$245K -$5.45K -536 -2%
GBBWRPM
359
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$245K +$240K +23,576 New
TPW
360
Tiller Private Wealth
Pennsylvania
$235K
RWM
361
RBA Wealth Management
California
$234K +$3.9K +384 +2%
CM
362
Columbus Macro
Pennsylvania
$232K +$227K +22,280 New
PFA
363
Paradigm Financial Advisors
Missouri
$229K -$9.27K -912 -4%
VDI
364
Vaughan David Investments
Illinois
$228K
ONB
365
Old National Bancorp
Indiana
$227K
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K
CPIG
367
Chicago Partners Investment Group
Illinois
$225K +$215K +21,120 New
AW
368
ACG Wealth
Georgia
$224K
MWM
369
Modera Wealth Management
New Jersey
$222K +$4.88K +480 +2%
PAM
370
Private Asset Management
California
$219K
CIR
371
Clear Investment Research
Georgia
$218K -$18.1K -1,776 -8%
LIM
372
Leavell Investment Management
Alabama
$216K +$211K +20,728 New
SCM
373
SOL Capital Management
Maryland
$215K +$210K +20,640 New
SCA
374
STALEY CAPITAL ADVISERS
Pennsylvania
$212K
LF
375
Lantz Financial
Illinois
$206K +$199K +19,600 New