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Schwab US Large-Cap Growth ETF

331 hedge funds and large institutions have $2.21B invested in Schwab US Large-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
7.6%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.92%
New
35
Increased
138
Reduced
116
Closed
27
Calls
$2.54M
Puts
$711K
Net Calls
+$1.83M
Net Calls Change
+$640K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
201
Ackerman Capital Advisors
Texas
$374K +$374K +42,296 New
OCM
202
Orser Capital Management
Texas
$371K -$42K -4,560 -10%
VFA
203
Valeo Financial Advisors
Indiana
$370K -$91.9K -10,240 -20%
B
204
Bailard
California
$366K
HIC
205
Hartline Investment Corp
Illinois
$365K -$107K -11,960 -23%
CA
206
Continuum Advisory
Idaho
$363K -$6.75K -752 -2%
AWE
207
Avidian Wealth Enterprises
Texas
$337K -$93.6K -10,440 -22%
CP
208
Camelot Portfolios
Ohio
$334K +$119K +13,312 +55%
AFP
209
Ausdal Financial Partners
Iowa
$332K +$26.8K +2,992 +9%
CDIA
210
Capital Directions Investment Advisors
Georgia
$330K -$3.16K -352 -0.9%
LFS
211
Lutz Financial Services
Nebraska
$325K +$144 +16 +0%
DW
212
Domani Wealth
Pennsylvania
$325K +$12K +1,336 +4%
LWAC
213
Laurel Wealth Advisors (California)
California
$319K -$5.08K -568 -2%
ONB
214
Old National Bancorp
Indiana
$311K
Deutsche Bank
215
Deutsche Bank
Germany
$310K +$310K +34,592 New
PNC
216
Park National Corp
Ohio
$308K
GRP
217
Global Retirement Partners
California
$305K +$44.7K +4,984 +17%
VIA
218
Vantage Investment Advisors
Pennsylvania
$303K -$2.94K -328 -1%
LBC
219
Lowe Brockenbrough & Co
Virginia
$303K
DT
220
Diversified Trust
Tennessee
$300K +$300K +33,520 New
SCA
221
Strategic Capital Advisers
Colorado
$299K
FAIM
222
Financial Advocates Investment Management
Washington
$299K +$299K +33,376 New
TFS
223
TrustCore Financial Services
Tennessee
$293K +$82.9K +9,248 +39%
VDI
224
Vaughan David Investments
Illinois
$290K
TWA
225
TCI Wealth Advisors
Arizona
$278K -$43.1K -4,800 -13%