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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 %
AA
451
Apriem Advisors
California
$540K +$13.3K +720 +3%
ACG
452
Allen Capital Group
Nebraska
$539K -$2.07K -112 -0.4%
CCM
453
Crew Capital Management
Ohio
$537K -$25.3K -1,368 -5%
CW
454
CreativeOne Wealth
Kansas
$537K +$537K +29,008 New
FPW
455
Flagship Private Wealth
Massachusetts
$531K
GWM
456
Gray Wealth Management
Maine
$527K -$9.47K -512 -2%
PGAM
457
Princeton Global Asset Management
New Jersey
$526K
GLA
458
Good Life Advisors
Pennsylvania
$525K +$73.9K +3,992 +16%
BPWM
459
Badgley Phelps Wealth Managers
Washington
$523K +$523K +28,248 New
DY
460
Dowling & Yahnke
California
$521K
NCM
461
Northwest Capital Management
Oregon
$515K +$471 +24 +0.1%
FSWA
462
Financial Synergies Wealth Advisors
Texas
$514K +$444 +24 +0.1%
AP
463
Advisor Partners
California
$512K
TF
464
Trek Financial
Arizona
$510K
DWM
465
Destination Wealth Management
California
$510K +$7.7K +416 +2%
CA
466
Calton & Associates
Florida
$508K -$16.7K -904 -3%
IWA
467
IVC Wealth Advisors
Pennsylvania
$508K -$4.59K -248 -0.9%
MWM
468
MBE Wealth Management
Wisconsin
$508K
LFAS
469
Level Four Advisory Services
Texas
$507K -$47.2K -2,552 -9%
KeyBank National Association
470
KeyBank National Association
Ohio
$505K +$1.18K +64 +0.2%
OPS
471
Orion Portfolio Solutions
Nebraska
$502K +$199K +10,736 +66%
WP
472
WealthSource Partners
California
$499K -$298K -16,088 -37%
TWA
473
TCI Wealth Advisors
Arizona
$485K
AWA
474
Arkadios Wealth Advisors
Georgia
$481K -$94.5K -5,112 -16%
CBFP
475
Cedar Brook Financial Partners
Ohio
$480K -$268K -14,504 -36%