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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 %
CPSAC
601
Chas P. Smith & Associates (CPS)
Florida
$265K
OWP
602
Obermeyer Wealth Partners
Colorado
$265K
BAWC
603
Boyce & Associates Wealth Consulting
Texas
$264K +$3.07K +220 +1%
GG
604
Greenwood Gearhart
Arkansas
$264K +$47K +3,360 +22%
FFS
605
Founders Financial Securities
Maryland
$263K +$44.2K +3,168 +20%
ACM
606
AlphaStar Capital Management
North Carolina
$262K -$1.3M -93,100 -83%
MFG
607
Merit Financial Group
Georgia
$262K -$59.1K -4,228 -18%
SI
608
Stephens Inc
Arkansas
$262K +$262K +18,800 New
TI
609
Truepoint Inc
Ohio
$258K -$204K -14,616 -44%
MI
610
Moneywise Inc
Virginia
$257K +$223 +16 +0.1%
BWFA
611
Baltimore-Washington Financial Advisors
Maryland
$257K +$257K +1,848 New
BOPW
612
Brandywine Oak Private Wealth
Pennsylvania
$255K +$255K +18,344 New
PWM
613
Praetorian Wealth Management
California
$254K +$254K +18,248 New
PAMG
614
Patton Albertson Miller Group
Tennessee
$247K -$97.9K -7,020 -28%
BBA
615
BLB&B Advisors
Pennsylvania
$247K +$3.18K +228 +1%
JIR
616
James Investment Research
Ohio
$246K +$112K +7,984 +83%
FWM
617
Finer Wealth Management
Massachusetts
$244K +$18.5K +1,328 +8%
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$240K +$126K +9,044 +111%
AIM
619
AHL Investment Management
Florida
$239K
GKWIM
620
Gerber Kawasaki Wealth & Investment Management
California
$239K +$1.34K +96 +0.6%
LF
621
Lantz Financial
Illinois
$238K
AAS
622
Annex Advisory Services
Wisconsin
$236K +$56 +4 +0%
SW
623
SteelPeak Wealth
California
$235K
AFG
624
Albion Financial Group
Utah
$234K
GWA
625
Geometric Wealth Advisors
District of Columbia
$233K