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Schwab US Large-Cap Growth ETF

468 hedge funds and large institutions have $3.75B invested in Schwab US Large-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 178 increasing their positions, 153 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

119% more call options, than puts

Call options by funds: $657K | Put options by funds: $300K

16% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$324M)

6% more funds holding

Funds holding: 441468 (+27)

5% more funds holding in top 10

Funds holding in top 10: 6669 (+3)

13.52% less ownership

Funds ownership: 393.33%379.81% (-14%)

Holders
468
Holders Change
+27
Holders Change %
+6.12%
% of All Funds
10.17%
Holding in Top 10
69
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.55%
% of All Funds
1.5%
New
55
Increased
178
Reduced
153
Closed
24
Calls
$657K
Puts
$300K
Net Calls
+$357K
Net Calls Change
-$191K
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
FAS Wealth Partners
Kansas
$7.58M -$83.5K -8,216 -1%
HighTower Advisors
77
HighTower Advisors
Illinois
$7.55M -$186K -18,272 -2%
ACM
78
Alpha Capital Management
Texas
$7.42M -$76K -7,472 -1%
CAN
79
Cetera Advisor Networks
California
$7.29M -$2.29M -225,320 -24%
MML Investors Services
80
MML Investors Services
Massachusetts
$7.23M +$3.46M +339,872 +96%
CCMG
81
Clark Capital Management Group
Pennsylvania
$6.59M +$2.76M +271,848 +75%
CFMC
82
Curbstone Financial Management Corp
New Hampshire
$6.34M +$160K +15,760 +3%
TWP
83
Total Wealth Planning
Ohio
$6.3M +$237K +23,304 +4%
PWSG
84
Pacific Wealth Strategies Group
California
$6.27M -$56.5K -5,560 -0.9%
ACM
85
AlphaStar Capital Management
North Carolina
$6.15M +$18.3K +1,800 +0.3%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$6.08M +$705K +69,328 +13%
MAS
87
Madden Advisory Services
Florida
$5.88M -$703K -69,136 -11%
AA
88
Advisory Alpha
Michigan
$5.8M +$250K +24,632 +5%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$5.66M +$1.46M +143,536 +36%
SFWC
90
Strategic Family Wealth Counselors
New Jersey
$5.51M -$27.8K -2,736 -0.5%
PRS
91
Pinkerton Retirement Specialists
Idaho
$5.46M +$1.91M +187,536 +56%
RWM
92
RKL Wealth Management
Pennsylvania
$5.44M +$81.2K +7,984 +2%
SDWMA
93
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.32M +$990K +97,408 +24%
AWS
94
AJ Wealth Strategies
New York
$5.04M -$96.5K -9,496 -2%
SCP
95
Shorepoint Capital Partners
Massachusetts
$4.98M -$407K -40,032 -8%
LFS
96
Legacy Financial Strategies
Kansas
$4.98M +$527K +51,872 +13%
SBA
97
Secrest Blakey & Associates
North Carolina
$4.97M +$196K +19,240 +4%
HB
98
Homrich & Berg
Georgia
$4.92M -$12.8K -1,256 -0.3%
LCC
99
Lincoln Capital Corp
Rhode Island
$4.83M +$19.4K +1,912 +0.4%
CA
100
Cetera Advisors
Colorado
$4.77M -$38.1K -3,744 -0.8%