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Schwab US Large-Cap Growth ETF

559 hedge funds and large institutions have $4.6B invested in Schwab US Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 211 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 161

18% more funds holding in top 10

Funds holding in top 10: 7285 (+13)

17% more funds holding

Funds holding: 476559 (+83)

5% less capital invested

Capital invested by funds: $4.83B → $4.6B (-$231M)

68.5% less ownership

Funds ownership: 471.63%403.13% (-68%)

Holders
559
Holders Change
+83
Holders Change %
+17.44%
% of All Funds
11.01%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.67%
New
118
Increased
211
Reduced
161
Closed
29
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$6.46M +$29.8K +2,704 +0.5%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$6.42M +$34.8K +3,160 +0.6%
FAN
103
Financial Advisors Network
California
$6.35M +$2.56M +232,264 +74%
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$6.08M -$87K -7,896 -1%
CAG
105
Curtis Advisory Group
California
$6.06M +$5.75M +522,040 New
BWM
106
BerganKDV Wealth Management
Minnesota
$6.04M +$5.73M +519,664 New
MML Investors Services
107
MML Investors Services
Massachusetts
$6M -$327K -29,656 -5%
PRS
108
Pinkerton Retirement Specialists
Idaho
$5.93M -$835K -75,784 -13%
RWM
109
RKL Wealth Management
Pennsylvania
$5.8M +$103K +9,320 +2%
Jane Street
110
Jane Street
New York
$5.8M -$5.76M -522,312 -51%
AWS
111
AJ Wealth Strategies
New York
$5.71M -$12.8K -1,160 -0.2%
MGIA
112
Moneta Group Investment Advisors
Missouri
$5.58M +$556K +50,416 +12%
HB
113
Homrich & Berg
Georgia
$5.41M -$38.7K -3,512 -0.7%
IA
114
IndexIQ Advisors
New York
$5.41M +$1.88M +170,232 +58%
IAA
115
Independent Advisor Alliance
North Carolina
$5.36M +$5.09M +461,744 New
AWM
116
AE Wealth Management
Kansas
$5.28M +$3.63M +329,800 +264%
CFS
117
CRA Financial Services
New Jersey
$5.21M +$309K +27,992 +7%
ISWM
118
Independent Solutions Wealth Management
New York
$5.2M +$4.94M +447,816 New
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$5.19M -$47.7K -4,328 -1%
SFA
120
Sequoia Financial Advisors
Ohio
$5.18M +$216K +19,632 +5%
GC
121
Garde Capital
Washington
$5.06M -$121K -10,960 -2%
CCMG
122
Clark Capital Management Group
Pennsylvania
$5.01M -$2.03M -184,200 -30%
SPC
123
Sigma Planning Corp
Michigan
$4.87M +$34.9K +3,168 +0.8%
SCP
124
Shorepoint Capital Partners
Massachusetts
$4.84M -$251K -22,808 -5%
MAS
125
Madden Advisory Services
Florida
$4.82M -$277K -25,152 -6%