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Schwab US Large-Cap Growth ETF

697 hedge funds and large institutions have $8.02B invested in Schwab US Large-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 244 increasing their positions, 244 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+17
Holders Change %
+2.5%
% of All Funds
12.17%
Holding in Top 10
111
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.77%
% of All Funds
1.94%
New
67
Increased
244
Reduced
244
Closed
40
Calls
$8.37M
Puts
$880K
Net Calls
+$7.49M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
626
Faithward Advisors
Pennsylvania
$60K
LWA
627
Lowe Wealth Advisors
Maryland
$58K
AIP
628
Ameritas Investment Partners
Nebraska
$57K -$30.8K -1,688 -35%
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$55K +$55K +3,000 New
CFA
630
Carroll Financial Associates
North Carolina
$54K
MWC
631
MBM Wealth Consultants
Missouri
$54K +$1.46K +80 +3%
BAM
632
Barrett Asset Management
New York
$50K +$147 +8 +0.3%
Citigroup
633
Citigroup
New York
$50K +$1.32K +72 +3%
LWANC
634
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K -$2.94K -160 -6%
WWM
635
Wolff Wiese Magana
California
$49K
RDFA
636
Ritter Daniher Financial Advisory
Ohio
$47K
CWP
637
Concord Wealth Partners
Virginia
$45K -$38.1K -2,064 -46%
WT
638
Washington Trust
Rhode Island
$44K
CCA
639
Column Capital Advisors
Indiana
$42K +$3.08K +168 +8%
FMP
640
Financial Management Professionals
Texas
$41K +$7.03K +384 +21%
CHC
641
City Holding Co
West Virginia
$40K -$8.12K -440 -17%
CYG
642
Clean Yield Group
Vermont
$37K +$37K +2,016 New
BAM
643
Bellevue Asset Management
Washington
$36K
WTC
644
WhitTier Trust Company
Nevada
$35K
WP
645
WealthShield Partners
North Carolina
$33K +$4.42K +240 +15%
HWM
646
HighMark Wealth Management
Minnesota
$31K
LWM
647
Liberty Wealth Management
California
$30K
CAL
648
Capital Analysts LLC
Pennsylvania
$29K
FPB
649
First PREMIER Bank
South Dakota
$29K
FFA
650
Freedman Financial Associates
Massachusetts
$29K