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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
SWM
51
Stockman Wealth Management
Montana
$1.26M +$101K +15,216 +9%
SFA
52
Sequoia Financial Advisors
Ohio
$1.12M -$2.69M -405,176 -71%
VFS
53
VSR Financial Services
Kansas
$1.08M +$1.06M +159,784 New
Ameriprise
54
Ameriprise
Minnesota
$1.06M -$354K -53,464 -25%
SPC
55
Sigma Planning Corp
Michigan
$1.05M +$105K +15,904 +11%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$1.03M +$17.9K +2,696 +2%
Millennium Management
57
Millennium Management
New York
$920K +$906K +136,696 New
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$914K +$206K +31,120 +30%
US Bancorp
59
US Bancorp
Minnesota
$903K +$72.1K +10,880 +9%
HIC
60
Hartline Investment Corp
Illinois
$879K +$67.2K +10,136 +8%
CA
61
Cambridge Advisors
Nebraska
$863K +$23.7K +3,576 +3%
LRPA
62
L. Roy Papp & Associates
Arizona
$860K
AIG
63
American International Group
New York
$857K +$337K +50,824 +67%
SG Americas Securities
64
SG Americas Securities
New York
$808K -$5.3K -800 -0.7%
EK
65
Evensky & Katz
Florida
$784K -$689 -104 -0.1%
CA
66
Capital Advantage
California
$767K +$270K +40,712 +56%
SGAM
67
Steinberg Global Asset Management
Florida
$747K +$151K +22,848 +26%
CAN
68
Cetera Advisor Networks
California
$723K +$358K +54,064 +101%
CP
69
Corbenic Partners
Pennsylvania
$721K +$354K +53,472 +100%
S
70
SignatureFD
Georgia
$696K -$126K -18,936 -15%
WA
71
Wealth Architects
California
$645K +$28.9K +4,360 +5%
EWM
72
Edge Wealth Management
New York
$591K +$141K +21,264 +32%
GCA
73
Greenwood Capital Associates
South Carolina
$544K -$63.4K -9,560 -11%
ICOA
74
Investment Centers of America
North Dakota
$525K +$95.1K +14,352 +23%
SWM
75
SVA Wealth Management
Wisconsin
$513K +$160K +24,208 +47%