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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
IFWM
126
Institute for Wealth Management
Colorado
$3M -$62.8K -6,176 -2%
BC
127
Burleson & Co
California
$2.99M +$162K +15,920 +6%
CG
128
Colony Group
Massachusetts
$2.98M +$1.59M +156,824 +121%
US Bancorp
129
US Bancorp
Minnesota
$2.96M +$235K +23,120 +9%
CCA
130
Clearwater Capital Advisors
Illinois
$2.96M -$262K -25,752 -8%
RFA
131
Reilly Financial Advisors
California
$2.96M +$134K +13,176 +5%
OPA
132
Old Port Advisors
Maine
$2.89M -$81.8K -8,048 -3%
RRWA
133
Rainey & Randall Wealth Advisors
Florida
$2.85M +$20.7K +2,040 +0.8%
CA
134
Cambridge Advisors
Nebraska
$2.78M +$520K +51,176 +24%
BFM
135
Broadview Financial Management
Wisconsin
$2.75M +$234K +23,064 +10%
FAN
136
Financial Advisors Network
California
$2.72M +$861K +84,688 +47%
JPLA
137
Joseph P. Lucia & Associates
New York
$2.7M -$144M -14,210,992 -98%
BL
138
Balentine LLC
Georgia
$2.7M
KM
139
Kalos Management
Georgia
$2.65M -$596K -58,624 -19%
CFA
140
Cahill Financial Advisors
Minnesota
$2.58M +$61K +6,000 +2%
LC
141
LCNB Corp
Ohio
$2.54M -$546K -53,688 -18%
OAJ
142
Ogorek Anthony Joseph
New York
$2.52M -$153K -15,056 -6%
AFG
143
Albion Financial Group
Utah
$2.52M -$48K -4,720 -2%
SPI
144
Santori & Peters Inc
Pennsylvania
$2.5M +$118K +11,568 +5%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$2.46M -$19.1K -1,880 -0.8%
BC
146
Bartlett & Co
Ohio
$2.46M -$19.1K -1,880 -0.8%
BCP
147
Blackhawk Capital Partners
Wisconsin
$2.45M +$1.41M +138,792 +143%
MAS
148
Managed Account Services
Florida
$2.38M +$17.6K +1,736 +0.8%
CHA
149
Cooper/Haims Advisors
New York
$2.33M -$916K -90,136 -29%
SAM
150
Smithbridge Asset Management
Pennsylvania
$2.25M +$17.1K +1,680 +0.8%