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Schwab US Large-Cap Growth ETF

697 hedge funds and large institutions have $8.02B invested in Schwab US Large-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 244 increasing their positions, 244 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+17
Holders Change %
+2.5%
% of All Funds
12.17%
Holding in Top 10
111
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.77%
% of All Funds
1.94%
New
67
Increased
244
Reduced
244
Closed
40
Calls
$8.37M
Puts
$880K
Net Calls
+$7.49M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
426
Regent Investment Management
Kentucky
$562K -$7.3K -400 -1%
LFS
427
Lutz Financial Services
Nebraska
$559K
EE
428
EWG Elevate
California
$555K
CCM
429
Crew Capital Management
Ohio
$554K
AFS
430
Access Financial Services
Minnesota
$549K
LFAS
431
Level Four Advisory Services
Texas
$546K
FCA
432
FinTrust Capital Advisors
South Carolina
$545K -$25.3K -1,384 -4%
EW
433
Element Wealth
Mississippi
$545K
FPW
434
Flagship Private Wealth
Massachusetts
$537K -$18K -960 -3%
BPB
435
Badgley, Phelps & Bell
Washington
$535K +$36.2K +1,984 +7%
ACG
436
Allen Capital Group
Nebraska
$533K -$16.9K -928 -3%
GWM
437
Gray Wealth Management
Maine
$529K +$1.17K +64 +0.2%
CSIC
438
Clifford Swan Investment Counsel
California
$522K -$33.4K -1,760 -6%
SAM
439
SignalPoint Asset Management
Missouri
$522K -$8.28K -480 -2%
CA
440
Calton & Associates
Florida
$519K -$143K -7,824 -22%
AA
441
Apriem Advisors
California
$519K -$9.48K -520 -2%
PNC Financial Services Group
442
PNC Financial Services Group
Pennsylvania
$519K +$44.6K +2,448 +9%
PGAM
443
Princeton Global Asset Management
New Jersey
$518K -$29K -1,592 -5%
DY
444
Dowling & Yahnke
California
$513K
FSWA
445
Financial Synergies Wealth Advisors
Texas
$506K +$438 +24 +0.1%
IWA
446
IVC Wealth Advisors
Pennsylvania
$506K -$148K -8,112 -23%
AP
447
Advisor Partners
California
$505K
TF
448
Trek Financial
Arizona
$503K
KA
449
Kovack Advisors
Florida
$502K +$59.4K +3,256 +13%
MWM
450
MBE Wealth Management
Wisconsin
$501K