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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 %
OPS
526
Orion Portfolio Solutions
Nebraska
$365K +$70.1K +5,020 +24%
CIR
527
Clear Investment Research
Georgia
$364K
CWC
528
Carolinas Wealth Consulting
North Carolina
$364K
TPWM
529
Twelve Points Wealth Management
Massachusetts
$363K
SFG
530
SevenBridge Financial Group
Pennsylvania
$360K +$558 +40 +0.2%
TF
531
Trek Financial
Arizona
$357K -$18.7K -1,340 -5%
FRA
532
Front Row Advisors
California
$356K
RWM
533
Ritholtz Wealth Management
New York
$353K +$142K +10,160 +67%
MWM
534
Mission Wealth Management
California
$346K +$69.2K +4,960 +25%
KCM
535
Kathmere Capital Management
Pennsylvania
$346K +$346K +24,776 New
MWM
536
MBE Wealth Management
Wisconsin
$342K
DACG
537
Donor Advised Charitable Giving
California
$337K +$43.4K +3,112 +15%
AA
538
Apriem Advisors
California
$336K -$8.98K -644 -3%
SIA
539
Soltis Investment Advisors
Utah
$335K
RMA
540
Roffman Miller Associates
Pennsylvania
$334K +$31.4K +2,248 +10%
SCM
541
SOL Capital Management
Maryland
$328K -$113K -8,120 -26%
HWA
542
Heritage Wealth Advisors
Virginia
$326K
DCM
543
Donaldson Capital Management
Indiana
$326K
GC
544
Grimes & Company
Massachusetts
$326K +$326K +23,332 New
PIMG
545
Patriot Investment Management Group
Tennessee
$325K +$5.8K +416 +2%
CIA
546
Capital Investment Advisors
Georgia
$323K +$4.19K +300 +1%
KA
547
Klingman & Associates
New York
$321K
TPW
548
Tiller Private Wealth
Pennsylvania
$320K
RWM
549
RBA Wealth Management
California
$320K +$26.4K +1,896 +9%
EK
550
Evensky & Katz
Florida
$319K