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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 %
KeyBank National Association
451
KeyBank National Association
Ohio
$497K
DWM
452
Destination Wealth Management
California
$495K -$42.3K -2,320 -8%
NCM
453
Northwest Capital Management
Oregon
$495K +$453 +24 +0.1%
WCM
454
Whitener Capital Management
North Carolina
$491K +$15.3K +840 +3%
AAS
455
Annex Advisory Services
Wisconsin
$483K +$24.1K +1,320 +5%
GC
456
Gratus Capital
Georgia
$479K -$162K -8,896 -25%
TWA
457
TCI Wealth Advisors
Arizona
$478K -$63.8K -3,496 -12%
FRA
458
Front Row Advisors
California
$475K -$24.2K -1,288 -5%
APSP
459
Asset Planning Services (Pennsylvania)
Pennsylvania
$470K
DWT
460
Dorsey & Whitney Trust
South Dakota
$458K
BDFN
461
Bond & Devick Financial Network
Minnesota
$458K
CIR
462
Clear Investment Research
Georgia
$456K +$3.5K +192 +0.8%
KA
463
Klingman & Associates
New York
$455K -$63.9K -3,504 -12%
IIC
464
Integrated Investment Consultants
Michigan
$452K
JCM
465
Jacobsen Capital Management
Utah
$452K +$438 +24 +0.1%
AWA
466
Acorn Wealth Advisors
Michigan
$451K +$4.24K +232 +0.9%
LIM
467
Leavell Investment Management
Alabama
$445K
GLA
468
Good Life Advisors
Pennsylvania
$445K +$7.6K +416 +2%
SCM
469
SOL Capital Management
Maryland
$436K
HWA
470
Heritage Wealth Advisors
Virginia
$427K
BI
471
Berkeley Inc
Idaho
$427K -$7.88K -432 -2%
PIMG
472
Patriot Investment Management Group
Tennessee
$426K -$8.46K -464 -2%
DCM
473
Donaldson Capital Management
Indiana
$420K -$6.42K -352 -2%
APW
474
Aurora Private Wealth
New Jersey
$418K -$1.9K -104 -0.5%
EK
475
Evensky & Katz
Florida
$418K