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Schwab US Large-Cap Growth ETF

44 hedge funds and large institutions have $130M invested in Schwab US Large-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
10
Increased
20
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAM
1
Marquette Asset Management
Minnesota
$37.4M 909,330 +39,952 +5%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27M 656,154 +584,562 +817%
HCM
3
Hengehold Capital Management
Ohio
$10.2M 247,776 +247,776 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.1M 245,999 +12,159 +5%
SAM
5
Summit Asset Management
Tennessee
$9.22M 224,306 -8,991 -4%
NDSI
6
Newman Dignan & Sheerar Inc
Rhode Island
$5.83M 141,788 +1,691 +1%
UCFA
7
United Capital Financial Advisors
Texas
$5.31M 129,305 +23,249 +22%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.09M 75,225 +75,225 New
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$2.97M 72,207 -153 -0.2%
LYV
10
Live Your Vision
Pennsylvania
$2M 48,643 +187 +0.4%
Mariner
11
Mariner
Kansas
$1.79M 43,593 -637 -1%
CCM
12
Condor Capital Management
New Jersey
$1.74M 42,291 +5,337 +14%
CWM
13
Cabot Wealth Management
Massachusetts
$1.61M 39,290 +9,198 +31%
IAS
14
IMA Advisory Services
Colorado
$1.43M 34,710 +1,637 +5%
BCI
15
Brinker Capital Investments
Pennsylvania
$988K 24,052 +2,268 +10%
TH
16
Timber Hill
Connecticut
$929K 22,619 +22,619 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$871K 21,192 +21,192 New
U
18
UBS
Switzerland
$791K 19,262 +12,213 +173%
LRPA
19
L. Roy Papp & Associates
Arizona
$609K 14,833
GIA
20
GHP Investment Advisors
Colorado
$587K 14,301 +5,451 +62%
PMG
21
ProVise Management Group
Florida
$579K 14,090 +6,487 +85%
Bank of America
22
Bank of America
North Carolina
$573K 13,934 +4,293 +45%
LPL Financial
23
LPL Financial
California
$566K 13,568 +201 +2%
SFSG
24
Stearns Financial Services Group
North Carolina
$556K 13,524 +1,475 +12%
BRWA
25
B. Riley Wealth Advisors
Florida
$458K 11,151 -160 -1%