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Schwab US Large-Cap Growth ETF

826 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 718 increasing their positions, 33 reducing their positions, and 70 closing their positions.

Holders
826
Holders Change
-12
Holders Change %
-1.43%
% of All Funds
13.07%
Holding in Top 10
123
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.38%
% of All Funds
1.95%
New
67
Increased
718
Reduced
33
Closed
70
Calls
$3.97M
Puts
$1.77M
Net Calls
+$2.2M
Net Calls Change
+$358K
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.41B 18,824,123 +9,196,924 +96%
MG
2
Mather Group
Illinois
$511M 6,824,091 +3,628,436 +114%
APP
3
Avantax Planning Partners
Iowa
$484M 6,465,177 +3,251,808 +101%
Osaic Holdings
4
Osaic Holdings
Arizona
$434M 5,928,631 +3,091,134 +109%
SEI Investments
5
SEI Investments
Pennsylvania
$417M 5,579,019 +3,245,476 +139%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$257M 3,433,996 +1,866,249 +119%
Mariner
7
Mariner
Kansas
$231M 3,089,748 +1,511,144 +96%
FEG
8
Fund Evaluation Group
Ohio
$169M 2,252,155 +1,193,619 +113%
FPCG
9
Fort Pitt Capital Group
Pennsylvania
$158M 2,105,401 +1,093,415 +108%
LPL Financial
10
LPL Financial
California
$134M 1,790,356 +885,322 +98%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$109M 1,456,792 +805,225 +124%
ML
12
McAdam LLC
Pennsylvania
$106M 1,411,233 +765,250 +118%
LWMT
13
Legacy Wealth Management (Tennessee)
Tennessee
$103M 1,371,136 +693,955 +102%
RPGK
14
Retirement Planning Group (Kansas)
Kansas
$95.3M 1,273,413 +1,270,224 +39,831%
Ameriprise
15
Ameriprise
Minnesota
$88.3M 1,180,510 +631,141 +115%
MAM
16
Marquette Asset Management
Minnesota
$85.4M 1,141,412 +559,425 +96%
GSIS
17
Global Strategic Investment Solutions
Arizona
$84.4M 1,127,547 +1,078,738 +2,210%
OIA
18
OneDigital Investment Advisors
Kansas
$81.8M 1,093,574 +565,108 +107%
UCFA
19
United Capital Financial Advisors
Texas
$79M 1,055,584 +502,346 +91%
FFN
20
Focus Financial Network
Minnesota
$78.4M 1,047,951 +1,047,951 New
KF
21
Krilogy Financial
Missouri
$78.1M 1,044,295 +535,373 +105%
TWM
22
Thrive Wealth Management
Pennsylvania
$69.9M 934,094 +471,521 +102%
AssetMark Inc
23
AssetMark Inc
California
$69.4M 926,898 +461,888 +99%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$68.9M 920,435 +518,175 +129%
Morgan Stanley
25
Morgan Stanley
New York
$67.2M 898,207 +498,941 +125%