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Schwab US Large-Cap Growth ETF

826 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 718 increasing their positions, 33 reducing their positions, and 70 closing their positions.

Holders
826
Holders Change
-12
Holders Change %
-1.43%
% of All Funds
13.07%
Holding in Top 10
123
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.38%
% of All Funds
1.95%
New
67
Increased
718
Reduced
33
Closed
70
Calls
$3.97M
Puts
$1.77M
Net Calls
+$2.2M
Net Calls Change
+$358K
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$61.8M 825,907 +443,765 +116%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$54.1M 723,682 +378,152 +109%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.5M 688,262 +329,341 +92%
BPA
29
Beacon Pointe Advisors
California
$50.1M 669,376 +554,588 +483%
HWA
30
HHM Wealth Advisors
Tennessee
$48.2M 644,104 +357,482 +125%
Truist Financial
31
Truist Financial
North Carolina
$45.7M 610,462 +302,946 +99%
TWM
32
Triton Wealth Management
Arizona
$45.3M 308,286
MAG
33
Mokosak Advisory Group
Iowa
$41.6M 556,637 +272,291 +96%
HighTower Advisors
34
HighTower Advisors
Illinois
$41.3M 552,008 +283,084 +105%
UBS Group
35
UBS Group
Switzerland
$41.2M 550,130 +272,834 +98%
FCI
36
Financial Counselors Inc
Kansas
$39.9M 533,519 +256,697 +93%
VWA
37
Visionary Wealth Advisors
Illinois
$39.8M 532,185 +141,184 +36%
CAN
38
Cetera Advisor Networks
California
$38.3M 512,230 +253,369 +98%
Bank of America
39
Bank of America
North Carolina
$37.5M 501,319 +263,769 +111%
EFSCE
40
Enterprise Financial Services Corp (EFSC)
Missouri
$36.8M 492,246 +239,195 +95%
KLI
41
Kelman-Lazarov Inc
Tennessee
$36.5M 487,466 +247,381 +103%
GAM
42
Gemmer Asset Management
California
$36.1M 482,073 +118,449 +33%
FA
43
Financial Advisors
Massachusetts
$34.9M 465,934 +253,739 +120%
SWRP
44
Summit Wealth & Retirement Planning
California
$34.7M 463,910 +241,243 +108%
MA
45
MUFG Americas
New York
$34.3M 458,944 +226,834 +98%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$34.3M 457,687 +457,687 New
KAS
47
Kestra Advisory Services
Texas
$34.1M 455,112 +225,177 +98%
LFS
48
Legacy Financial Strategies
Kansas
$33.2M 444,218 +232,641 +110%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$32M 427,603 +216,080 +102%
CCMG
50
Clark Capital Management Group
Pennsylvania
$31.3M 418,592 +297,453 +246%