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Schwab US Large-Cap Growth ETF

408 hedge funds and large institutions have $2.6B invested in Schwab US Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+41
Holders Change %
+11.17%
% of All Funds
9.11%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
1.32%
New
94
Increased
161
Reduced
110
Closed
49
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
+$220K
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
201
Lincoln National Corp
Pennsylvania
$807K -$297K -34,432 -27%
AA
202
Apriem Advisors
California
$802K -$15.9M -1,845,792 -95%
PA
203
PFG Advisors
Arizona
$802K +$358K +37,408 +81%
EWA
204
EP Wealth Advisors
California
$791K +$251K +29,160 +47%
AWA
205
Acorn Wealth Advisors
Michigan
$786K +$5.55K +624 +0.7%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$785K +$375K +43,520 +91%
WWM
207
Windsor Wealth Management
Indiana
$780K +$17.1K +1,984 +2%
ASN
208
Advisory Services Network
Georgia
$776K -$2.55K -296 -0.3%
BPWA
209
Beacon Pointe Wealth Advisors
California
$763K +$763K +88,520 New
LW
210
Linscomb Wealth
Texas
$736K +$17.2K +2,000 +2%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$732K +$7.03K +816 +1%
CHA
212
Carmichael Hill & Associates
Maryland
$731K +$52.2K +6,056 +8%
BW
213
Bison Wealth
Georgia
$717K -$267K -30,976 -27%
BAC
214
Boys Arnold & Co
North Carolina
$701K +$410 +48 +0.1%
FA
215
Fagan Associates
New York
$696K +$192K +22,224 +38%
VNA
216
Valley National Advisers
Pennsylvania
$691K +$76.5K +8,880 +12%
BA
217
Bristlecone Advisors
Washington
$686K -$7.38K -856 -1%
JC
218
Jentner Corp
Ohio
$655K +$19.2K +2,232 +3%
CWM
219
Cornerstone Wealth Management
Missouri
$647K -$12.8M -1,487,328 -95%
DSC
220
Duncker Streett & Co
Missouri
$642K +$76.1K +8,832 +13%
AFS
221
Access Financial Services
Minnesota
$623K +$623K +72,288 New
FA
222
FC Advisory
Pennsylvania
$607K +$1.79K +208 +0.3%
AWM
223
AE Wealth Management
Kansas
$593K -$256K -29,720 -30%
SS
224
Simplicity Solutions
Minnesota
$593K +$62.7K +7,272 +12%
GA
225
Gateway Advisory
New Jersey
$580K +$580K +67,360 New