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Schwab US Large-Cap Growth ETF

559 hedge funds and large institutions have $4.6B invested in Schwab US Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 211 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 161

18% more funds holding in top 10

Funds holding in top 10: 7285 (+13)

17% more funds holding

Funds holding: 476559 (+83)

5% less capital invested

Capital invested by funds: $4.83B → $4.6B (-$231M)

68.5% less ownership

Funds ownership: 471.63%403.13% (-68%)

Holders
559
Holders Change
+83
Holders Change %
+17.44%
% of All Funds
11.01%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.67%
New
118
Increased
211
Reduced
161
Closed
29
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
501
Squar Milner Financial Services
California
$49K +$47.1K +4,272 New
CTB
502
Country Trust Bank
Illinois
$46K
MWP
503
Meridian Wealth Partners
Pennsylvania
$45K +$42.7K +3,872 New
CFG
504
Capstone Financial Group
Oklahoma
$43K +$41.1K +3,728 New
TPCW
505
TD Private Client Wealth
New York
$41.6K +$39.5K +3,584 New
MWC
506
MBM Wealth Consultants
Missouri
$41K -$2.12K -192 -5%
QCG
507
Quadrant Capital Group
Ohio
$41K +$40.1K +3,640 New
BCM
508
Blume Capital Management
California
$37K
LWM
509
Liberty Wealth Management
California
$37K +$176 +16 +0.5%
CAAS
510
Capital Asset Advisory Services
Michigan
$37K +$32.4K +2,944 New
CFD
511
Creative Financial Designs
Indiana
$36K +$5.38K +488 +19%
SSWG
512
Seven Springs Wealth Group
Tennessee
$36K +$34K +3,088 New
FA
513
Faithward Advisors
Pennsylvania
$36K +$34.6K +3,136 New
GWS
514
Glassman Wealth Services
Virginia
$34K
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K -$2.65K -240 -8%
CFA
516
Carroll Financial Associates
North Carolina
$32K
NG
517
NWK Group
California
$32K +$30K +2,720 New
BAM
518
Barrett Asset Management
New York
$31K +$88 +8 +0.3%
LFG
519
Larson Financial Group
Missouri
$28K +$6.26K +568 +31%
MF
520
Manchester Financial
California
$28K +$26.8K +2,432 New
EWM
521
EPG Wealth Management
Georgia
$26K +$24.7K +2,240 New
SSB
522
Sandy Spring Bank
Maryland
$25K +$529 +48 +2%
WTC
523
WhitTier Trust Company
Nevada
$22K +$21.2K +1,920 New
SCA
524
Stuart Chaussee & Associates
California
$20K +$19.3K +1,752 New
HWM
525
HighMark Wealth Management
Minnesota
$19K +$18.4K +1,672 New