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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
SWP
76
Stratos Wealth Partners
Ohio
$487K +$479K +72,288 New
GHA
77
GW Henssler & Associates
Georgia
$456K +$195K +29,472 +77%
BAC
78
Boys Arnold & Co
North Carolina
$445K +$438K +66,056 New
DWM
79
Destination Wealth Management
California
$419K -$21.5K -3,240 -5%
TH
80
Timber Hill
Connecticut
$408K -$479K -72,320 -54%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$396K -$1.35M -202,968 -78%
MA
82
MUFG Americas
New York
$392K +$300K +45,264 +348%
BC
83
Bartlett & Co
Ohio
$367K +$194K +29,280 +116%
VNA
84
Valley National Advisers
Pennsylvania
$363K -$134K -20,248 -27%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$362K +$196K +29,592 +122%
TF
86
Trutina Financial
Washington
$336K +$331K +49,952 New
SB
87
Suntrust Banks
Georgia
$305K
CDIA
88
Capital Directions Investment Advisors
Georgia
$302K -$5.51K -832 -2%
Creative Planning
89
Creative Planning
Kansas
$288K -$75.3K -11,368 -21%
OC
90
Oarsman Capital
Wisconsin
$273K +$10.6K +1,600 +4%
WCM
91
Westend Capital Management
California
$267K -$15.7K -2,368 -6%
AG
92
Appleton Group
Wisconsin
$265K +$25.4K +3,832 +11%
ZIM
93
Zacks Investment Management
Illinois
$247K +$28.2K +4,248 +13%
GC
94
Garde Capital
Washington
$246K -$10.3K -1,552 -4%
PFM
95
Parsec Financial Management
North Carolina
$233K +$229K +34,560 New
VDI
96
Vaughan David Investments
Illinois
$227K -$165K -24,888 -42%
ICAS
97
Investors Capital Advisory Services
Massachusetts
$224K +$221K +33,368 New
AW
98
ACG Wealth
Georgia
$210K
Northern Trust
99
Northern Trust
Illinois
$206K +$203K +30,600 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$202K -$68.7K -10,368 -26%