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Schwab US Large-Cap Growth ETF

441 hedge funds and large institutions have $3.42B invested in Schwab US Large-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 185 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+33
Holders Change %
+8.09%
% of All Funds
9.56%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.43%
New
70
Increased
185
Reduced
136
Closed
31
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Shares
Change %
AG
126
Advisor Group
Arizona
$2.96M -$6.3M -634,992 -68%
LC
127
LCNB Corp
Ohio
$2.96M +$636K +64,048 +27%
IFWM
128
Institute for Wealth Management
Colorado
$2.93M +$2.93M +294,888 New
IAS
129
IMA Advisory Services
Colorado
$2.89M +$496K +49,928 +21%
BC
130
Burleson & Co
California
$2.79M -$66.5K -6,400 -2%
OPA
131
Old Port Advisors
Maine
$2.79M +$36.4K +3,664 +1%
HWA
132
HCR Wealth Advisors
California
$2.73M +$181K +18,368 +7%
FFWA
133
FRG Family Wealth Advisors
Washington
$2.72M +$351K +35,304 +15%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$2.71M +$958K +96,472 +55%
RRWA
135
Rainey & Randall Wealth Advisors
Florida
$2.7M +$471K +47,464 +21%
RFA
136
Reilly Financial Advisors
California
$2.69M +$155K +15,648 +6%
US Bancorp
137
US Bancorp
Minnesota
$2.6M +$74.3K +7,480 +3%
BL
138
Balentine LLC
Georgia
$2.57M
OAJ
139
Ogorek Anthony Joseph
New York
$2.56M -$26.8K -2,704 -1%
FWM
140
Focused Wealth Management
New York
$2.54M +$256K +25,744 +11%
AF
141
Advisornet Financial
Minnesota
$2.49M -$353K -35,568 -12%
AFG
142
Albion Financial Group
Utah
$2.45M +$24.1K +2,424 +1%
CFA
143
Cahill Financial Advisors
Minnesota
$2.41M +$1.77M +177,888 +276%
BFM
144
Broadview Financial Management
Wisconsin
$2.39M +$976K +98,344 +69%
BC
145
Bartlett & Co
Ohio
$2.36M +$42.5K +4,280 +2%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$2.36M +$42.5K +4,280 +2%
SBSB
147
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.32M +$10.5K +1,056 +0.5%
PAG
148
Private Advisor Group
New Jersey
$2.32M -$452K -45,304 -16%
SPI
149
Santori & Peters Inc
Pennsylvania
$2.28M -$1.51M -152,040 -40%
MAS
150
Managed Account Services
Florida
$2.28M +$8.02K +784 +0.4%