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Schwab US Large-Cap Growth ETF

552 hedge funds and large institutions have $4.06B invested in Schwab US Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 222 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-7
Holders Change %
-1.25%
% of All Funds
12.19%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.81%
New
62
Increased
222
Reduced
204
Closed
58
Calls
$1.58M
Puts
$1.7M
Net Calls
-$114K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
426
KCM Investment Advisors
California
$228K -$38.3K -3,848 -14%
Goldman Sachs
427
Goldman Sachs
New York
$226K -$1.56M -156,992 -87%
TPW
428
Tiller Private Wealth
Pennsylvania
$225K
VDI
429
Vaughan David Investments
Illinois
$217K +$6.54K +656 +3%
PFP
430
Pinnacle Financial Partners
Tennessee
$215K -$17.1K -1,720 -7%
AA
431
Advisory Alpha
Michigan
$214K -$6.76M -636,856 -97%
RWM
432
RBA Wealth Management
California
$212K +$4.53K +456 +2%
PAM
433
Private Asset Management
California
$209K
CIR
434
Clear Investment Research
Georgia
$208K
SPIA
435
Steward Partners Investment Advisory
New York
$207K -$7.69K -776 -4%
MWM
436
Modera Wealth Management
New Jersey
$207K
SCM
437
SOL Capital Management
Maryland
$207K +$1.2K +120 +0.6%
VHAM
438
Van Hulzen Asset Management
California
$206K -$62.5K -6,280 -23%
1832 Asset Management
439
1832 Asset Management
Ontario, Canada
$204K
APW
440
Aurora Private Wealth
New Jersey
$203K -$34K -3,408 -14%
SCA
441
STALEY CAPITAL ADVISERS
Pennsylvania
$203K
SW
442
SteelPeak Wealth
California
$201K -$22.9K -2,304 -10%
MWM
443
Mission Wealth Management
California
$200K
Citigroup
444
Citigroup
New York
$195K +$55.7K +5,584 +40%
NFG
445
Next Financial Group
Texas
$178K -$4.23K -424 -2%
MHR
446
Matthew Hamilton Rosenberg
$165K +$165K +16,512 New
PA
447
Parallel Advisors
California
$161K -$109K -10,992 -40%
FHA
448
First Horizon Advisors
Tennessee
$159K -$23.4K -2,352 -13%
PC
449
Permanens Capital
New York
$152K +$31.9K +3,200 +27%
DAM
450
Delta Asset Management
Tennessee
$144K +$80 +8 +0.1%