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Schwab US Large-Cap Growth ETF

826 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 718 increasing their positions, 33 reducing their positions, and 70 closing their positions.

Holders
826
Holders Change
-12
Holders Change %
-1.43%
% of All Funds
13.07%
Holding in Top 10
123
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.38%
% of All Funds
1.95%
New
67
Increased
718
Reduced
33
Closed
70
Calls
$3.97M
Puts
$1.77M
Net Calls
+$2.2M
Net Calls Change
+$358K
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$30.7M 410,555 +192,347 +88%
PAG
52
Private Advisor Group
New Jersey
$30.2M 404,169 +204,484 +102%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$30M 401,262 +211,706 +112%
Wells Fargo
54
Wells Fargo
California
$29.2M 390,035 +186,561 +92%
PMG
55
ProVise Management Group
Florida
$28.9M 386,072 +187,095 +94%
TWM
56
Tradition Wealth Management
Minnesota
$28.1M 375,373 +194,974 +108%
Creative Planning
57
Creative Planning
Kansas
$27.9M 373,377 +247,242 +196%
CWA
58
Cornerstone Wealth Advisors
Minnesota
$27.7M 369,883 +182,804 +98%
WA
59
Win Advisors
Florida
$27.6M 368,686 +356,024 +2,812%
NFG
60
Nadler Financial Group
Illinois
$26.4M 352,432 +187,187 +113%
PFM
61
Parsec Financial Management
North Carolina
$26.3M 350,930 +167,380 +91%
BDWCC
62
B&D White Capital Company
Texas
$25.5M 341,433 +263,126 +336%
MGIA
63
Moneta Group Investment Advisors
Missouri
$25.3M 338,332 +197,862 +141%
SAM
64
Summit Asset Management
Tennessee
$24.8M 331,996 +168,014 +102%
NCMW
65
Northern Capital Management (Washington)
Washington
$24.8M 331,537 +165,675 +100%
RWP
66
Revolve Wealth Partners
New Jersey
$24.6M 329,135 +221,190 +205%
SDWMA
67
Schneider Downs Wealth Management Advisors
Pennsylvania
$24.6M 328,319 +177,801 +118%
TIM
68
Total Investment Management
Arizona
$24.4M 326,699 +165,207 +102%
I
69
INVST
Indiana
$24.2M 398,119 +198,507 +99%
HWM
70
HB Wealth Management
Georgia
$23.5M 313,746 +228,099 +266%
MFGP
71
Marshall Financial Group (Pennsylvania)
Pennsylvania
$23.2M 310,386 +163,942 +112%
JWM
72
Janiczek Wealth Management
Colorado
$22.7M 302,753 +143,856 +91%
AG
73
Appleton Group
Wisconsin
$22.6M 302,193 +151,286 +100%
PWS
74
Private Wealth Strategies
Ohio
$22.3M 298,550 +154,823 +108%
PPA
75
Parametric Portfolio Associates
Washington
$22M 293,441 +285,823 +3,752%