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Schwab US Large-Cap Growth ETF

129 hedge funds and large institutions have $386M invested in Schwab US Large-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

12% more funds holding

Funds holding: 115129 (+14)

7% more capital invested

Capital invested by funds: $359M → $386M (+$26.9M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14.47% less ownership

Funds ownership: 165.48%151.02% (-14%)

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
3.44%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
22
Increased
57
Reduced
38
Closed
8
Calls
$474K
Puts
Net Calls
+$474K
Net Calls Change
+$774K
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
26
Madden Advisory Services
Florida
$3.42M +$832K +125,560 +33%
TCM
27
Tradewinds Capital Management
Washington
$3.35M -$514K -77,616 -14%
LPL Financial
28
LPL Financial
California
$3.1M +$1.23M +186,272 +68%
SIA
29
Starfire Investment Advisers
Michigan
$2.83M +$2.78M +419,784 New
GIA
30
GHP Investment Advisors
Colorado
$2.78M +$222K +33,568 +9%
Bank of America
31
Bank of America
North Carolina
$2.76M +$1.82M +274,920 +204%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$2.54M -$1.36M -205,424 -35%
TRCT
33
Tower Research Capital (TRC)
New York
$2.38M +$2.33M +351,336 +22,180%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.23M -$1.01M -152,440 -31%
NFG
35
Nadler Financial Group
Illinois
$2.23M +$788K +118,968 +56%
STMM
36
South Texas Money Management
Texas
$2.02M +$455K +68,664 +30%
MIAN
37
Mariner Independent Advisor Network
Kansas
$1.98M -$309K -46,632 -14%
CCM
38
Condor Capital Management
New Jersey
$1.98M -$37.9K -5,712 -2%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$1.97M +$86.5K +13,048 +5%
IAS
40
IMA Advisory Services
Colorado
$1.96M -$20.7K -3,128 -1%
CWM
41
Cabot Wealth Management
Massachusetts
$1.87M -$1.65M -249,480 -47%
Jane Street
42
Jane Street
New York
$1.85M +$1.82M +274,160 New
Mariner
43
Mariner
Kansas
$1.76M -$198K -29,944 -10%
CMP
44
Courage Miller Partners
Virginia
$1.76M +$318K +48,040 +23%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.75M -$97.4K -14,696 -5%
ECML
46
Eagle Capital Management (Louisiana)
Louisiana
$1.71M -$135K -20,440 -7%
JFG
47
JMG Financial Group
Illinois
$1.66M +$53.8K +8,120 +3%
VFA
48
Voya Financial Advisors
Connecticut
$1.56M +$1.52M +229,904 New
SFSG
49
Stearns Financial Services Group
North Carolina
$1.42M +$155K +23,400 +12%
LA
50
LVW Advisors
New York
$1.31M +$803K +121,096 +165%