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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 %
DAM
651
Delta Asset Management
Tennessee
$201K
WW
652
Waterfront Wealth
Kansas
$201K
HWM
653
Hohimer Wealth Management
Washington
$201K
FNBSF
654
First National Bank Sioux Falls
South Dakota
$201K +$201K +14,440 New
CPC
655
Consolidated Planning Corp
Georgia
$200K -$25.2K -1,804 -11%
CRC
656
Curi RMB Capital
Illinois
$200K
HI
657
Hoey Investments
Pennsylvania
$199K -$18.5K -1,324 -8%
SWA
658
SOA Wealth Advisors
New York
$189K +$15.2K +1,092 +9%
GWS
659
Glassman Wealth Services
Virginia
$184K +$19.1K +1,368 +12%
HI
660
Hudock Inc
Pennsylvania
$178K -$53.2K -3,816 -23%
AF
661
Allworth Financial
California
$173K +$26.8K +1,924 +18%
SWM
662
Spire Wealth Management
Virginia
$170K -$106K -7,572 -38%
CFO
663
CVA Family Office
Colorado
$162K
SL
664
Savior LLC
Massachusetts
$158K -$2.06K -148 -1%
EWM
665
Evermay Wealth Management
Virginia
$157K
FHA
666
First Horizon Advisors
Tennessee
$156K -$110K -7,960 -41%
CPFP
667
Clear Perspectives Financial Planning
Ohio
$149K -$82.6K -5,908 -36%
PAI
668
Pittenger & Anderson Inc
Nebraska
$148K +$58.2K +4,160 +65%
AIM
669
Anchor Investment Management
South Carolina
$146K
CFB
670
Cullen/Frost Bankers
Texas
$143K +$112 +8 +0.1%
PMFA
671
Plante Moran Financial Advisors
Michigan
$136K +$136K +9,712 New
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$132K +$12.7K +908 +11%
CTC
673
Central Trust Company
Missouri
$126K -$39K -2,804 -24%
Bessemer Group
674
Bessemer Group
New Jersey
$122K
RG
675
Retirement Group
California
$115K -$20.8K -1,500 -15%