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Schwab US Large-Cap Growth ETF

789 hedge funds and large institutions have $7.28B invested in Schwab US Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 360 increasing their positions, 235 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
Holders Change %
0%
% of All Funds
13.64%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.95%
New
58
Increased
360
Reduced
235
Closed
45
Calls
$3.13M
Puts
$718K
Net Calls
+$2.42M
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
426
HBK Sorce Advisory
Pennsylvania
$682K +$16K +1,144 +2%
FAG
427
Fortitude Advisory Group
Washington
$678K -$47.8K -3,428 -7%
BRWA
428
B. Riley Wealth Advisors
Florida
$674K +$175K +12,536 +35%
LIM
429
Leavell Investment Management
Alabama
$671K -$10.9K -780 -2%
TFS
430
TrustCore Financial Services
Tennessee
$668K
JPMorgan Chase & Co
431
JPMorgan Chase & Co
New York
$668K +$50.5K +3,620 +8%
CAM
432
Cozad Asset Management
Illinois
$658K
UB
433
UMB Bank
Missouri
$657K
RF
434
Rollins Financial
Georgia
$656K +$66K +4,728 +11%
FTS
435
Fifth Third Securities
Ohio
$654K -$20.4K -1,460 -3%
IAA
436
Independent Advisor Alliance
North Carolina
$645K +$645K +46,204 New
SFS
437
Summit Financial Strategies
Ohio
$640K -$16.6K -1,192 -3%
AA
438
Ancora Advisors
Ohio
$638K +$29.4K +2,104 +5%
AFG
439
Alterity Financial Group
Maine
$636K -$4.97K -356 -0.8%
RFN
440
RDA Financial Network
Iowa
$635K +$107K +7,632 +20%
EE
441
EWG Elevate
California
$631K
CCB
442
Cutter & Co Brokerage
Missouri
$620K +$670 +48 +0.1%
DWM
443
Destination Wealth Management
California
$618K +$222K +15,904 +56%
Millennium Management
444
Millennium Management
New York
$617K +$617K +44,228 New
SWM
445
Segment Wealth Management
Texas
$613K +$112K +8,052 +22%
BAG
446
Briggs Advisory Group
Rhode Island
$610K
LFA
447
Legend Financial Advisors
Pennsylvania
$609K -$166K -11,916 -21%
NL
448
NWAM LLC
Washington
$607K -$150K -10,716 -20%
LWMT
449
Legacy Wealth Management (Tennessee)
Tennessee
$602K -$78.9M -5,652,056 -99%
VFA
450
Valeo Financial Advisors
Indiana
$602K