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Schwab US Large-Cap Growth ETF

38 hedge funds and large institutions have $78M invested in Schwab US Large-Cap Growth ETF in 2013 Q2 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90.82% more ownership

Funds ownership: 0%90.82% (+91%)

Holders
38
Holders Change
+38
Holders Change %
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
38
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1
Marquette Asset Management
Minnesota
$33.1M +$33.3M +6,955,024 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.91M +$8.95M +1,870,720 New
SAM
3
Summit Asset Management
Tennessee
$8.89M +$8.93M +1,866,376 New
UCFA
4
United Capital Financial Advisors
Texas
$4.04M +$4.06M +848,448 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.31M +$3.33M +695,248 New
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$2.76M +$2.77M +578,880 New
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M +$2.74M +572,736 New
LYV
8
Live Your Vision
Pennsylvania
$1.91M +$1.85M +387,648 New
Mariner
9
Mariner
Kansas
$1.69M +$1.69M +353,840 New
CCM
10
Condor Capital Management
New Jersey
$1.41M +$1.41M +295,632 New
IAS
11
IMA Advisory Services
Colorado
$1.26M +$1.27M +264,584 New
CWM
12
Cabot Wealth Management
Massachusetts
$1.15M +$1.15M +240,736 New
BCI
13
Brinker Capital Investments
Pennsylvania
$830K +$834K +174,272 New
HighTower Advisors
14
HighTower Advisors
Illinois
$783K +$786K +164,352 New
LRPA
15
L. Roy Papp & Associates
Arizona
$565K +$568K +118,664 New
LPL Financial
16
LPL Financial
California
$509K +$512K +106,936 New
SFSG
17
Stearns Financial Services Group
North Carolina
$459K +$461K +96,392 New
BRWA
18
B. Riley Wealth Advisors
Florida
$431K +$433K +90,488 New
CDIA
19
Capital Directions Investment Advisors
Georgia
$399K +$401K +83,704 New
Bank of America
20
Bank of America
North Carolina
$367K +$369K +77,128 New
GIA
21
GHP Investment Advisors
Colorado
$337K +$339K +70,800 New
DWM
22
Destination Wealth Management
California
$304K +$306K +63,872 New
PMG
23
ProVise Management Group
Florida
$290K +$291K +60,824 New
Morgan Stanley
24
Morgan Stanley
New York
$279K +$281K +58,776 New
U
25
UBS
Switzerland
$269K +$270K +56,392 New