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Schwab US Large-Cap Growth ETF

731 hedge funds and large institutions have $7.99B invested in Schwab US Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 274 increasing their positions, 239 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
+34
Holders Change %
+4.88%
% of All Funds
12.84%
Holding in Top 10
111
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.95%
New
66
Increased
274
Reduced
239
Closed
23
Calls
$3.76M
Puts
$1.47M
Net Calls
+$2.29M
Net Calls Change
-$5.19M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
426
Spire Wealth Management
Virginia
$655K +$36.1K +1,952 +6%
SWM
427
Segment Wealth Management
Texas
$654K
DW
428
Domani Wealth
Pennsylvania
$651K
RIS
429
Retirement Income Solutions
Michigan
$639K
AMCA
430
Arthur M. Cohen & Associates
Illinois
$632K
BWM
431
BCS Wealth Management
Tennessee
$621K +$26.8K +1,448 +5%
CWC
432
Carolinas Wealth Consulting
North Carolina
$606K +$3.7K +200 +0.6%
USCWA
433
U.S. Capital Wealth Advisors
Texas
$603K +$603K +32,552 New
SWA
434
Sutton Wealth Advisors
Florida
$596K -$40.6K -2,192 -6%
Baird Financial Group
435
Baird Financial Group
Wisconsin
$595K +$10.4K +560 +2%
WWM
436
WT Wealth Management
Arizona
$585K +$13.2K +712 +2%
CWM
437
Cabot Wealth Management
Massachusetts
$583K -$3.7K -200 -0.6%
LRPA
438
L. Roy Papp & Associates
Arizona
$580K -$37K -2,000 -6%
AWE
439
Avidian Wealth Enterprises
Texas
$577K
KA
440
Kovack Advisors
Florida
$574K +$65K +3,512 +13%
RIM
441
Regent Investment Management
Kentucky
$565K -$5.19K -280 -0.9%
SAM
442
SignalPoint Asset Management
Missouri
$563K +$3.11K +168 +0.6%
WANY
443
Wealthspire Advisors (New York)
New York
$563K +$264K +14,280 +89%
AFS
444
Access Financial Services
Minnesota
$557K
LFS
445
Lutz Financial Services
Nebraska
$555K -$11.8K -640 -2%
CSIC
446
Clifford Swan Investment Counsel
California
$555K
EW
447
Element Wealth
Mississippi
$553K
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$551K -$226K -12,200 -29%
OFG
449
Omega Financial Group
California
$550K -$252K -13,616 -31%
FCA
450
FinTrust Capital Advisors
South Carolina
$546K -$6.81K -368 -1%