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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
WSTAM
101
Wilbanks Smith & Thomas Asset Management
Virginia
$4.71M +$934K +91,904 +25%
GC
102
Garde Capital
Washington
$4.56M -$95.2K -9,360 -2%
FFWA
103
FRG Family Wealth Advisors
Washington
$4.51M +$1.62M +159,592 +58%
SPC
104
Sigma Planning Corp
Michigan
$4.37M +$427K +41,968 +11%
KWM
105
Kingsview Wealth Management
Oregon
$4.34M -$12.1M -1,193,136 -74%
FPFS
106
First Personal Financial Services
North Carolina
$4.34M -$267K -26,216 -6%
VV
107
Valentine Ventures
Oregon
$4.32M -$208K -20,440 -5%
CCM
108
Condor Capital Management
New Jersey
$4.29M +$64.2K +6,312 +2%
CFS
109
CRA Financial Services
New Jersey
$4.28M +$360K +35,432 +9%
RRC
110
Relaxing Retirement Coach
Massachusetts
$4.1M -$257K -25,288 -6%
SIA
111
Starfire Investment Advisers
Michigan
$3.98M -$72.3K -7,112 -2%
PAG
112
Private Advisor Group
New Jersey
$3.96M +$1.51M +148,296 +64%
SWP
113
Stratos Wealth Partners
Ohio
$3.94M -$437K -42,944 -10%
JWA
114
JFS Wealth Advisors
Pennsylvania
$3.92M -$247K -24,264 -6%
MGIA
115
Moneta Group Investment Advisors
Missouri
$3.89M +$1.71M +167,936 +82%
QAM
116
Q3 Asset Management
Michigan
$3.84M +$5.45M +536,544 New
SWM
117
SeaCrest Wealth Management
New York
$3.8M -$469K -46,096 -11%
SFG
118
Sage Financial Group
Pennsylvania
$3.7M +$254K +25,032 +8%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$3.4M -$209K -20,544 -6%
AG
120
Advisor Group
Arizona
$3.29M +$177K +17,384 +6%
CMP
121
Courage Miller Partners
Virginia
$3.27M +$14.9K +1,464 +0.5%
STMM
122
South Texas Money Management
Texas
$3.19M -$162K -15,968 -5%
MCIA
123
Mountain Capital Investment Advisors
Colorado
$3.11M -$56.3K -5,536 -2%
PGA
124
Premia Global Advisors
Florida
$3.07M -$2.79M -274,896 -48%
IAS
125
IMA Advisory Services
Colorado
$3.02M -$3.42K -336 -0.1%