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Schwab US Large-Cap Growth ETF

331 hedge funds and large institutions have $2.21B invested in Schwab US Large-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 116 reducing their positions, and 27 closing their positions.

Holders
331
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
7.6%
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.92%
New
35
Increased
138
Reduced
116
Closed
27
Calls
$2.54M
Puts
$711K
Net Calls
+$1.83M
Net Calls Change
+$640K
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$673M 9,388,033 +177,705 +2%
APP
2
Avantax Planning Partners
Iowa
$254M 3,542,184 +28,497 +0.8%
MAM
3
Marquette Asset Management
Minnesota
$67.1M 935,914 +91,864 +11%
Mariner
4
Mariner
Kansas
$65.4M 911,751 +36,376 +4%
UCFA
5
United Capital Financial Advisors
Texas
$56.1M 782,708 +634,876 +429%
TIM
6
Total Investment Management
Arizona
$48.8M 680,005 +4,550 +0.7%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$44.8M 625,651 +43,643 +7%
LPL Financial
8
LPL Financial
California
$37.9M 528,224 +50,458 +11%
KF
9
Krilogy Financial
Missouri
$37.8M 527,478 -6,770 -1%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.8M 456,857 -6,552 -1%
MG
11
Mather Group
Illinois
$31.4M 437,573 +76,190 +21%
BTS
12
BB&T Securities
Virginia
$26.9M 375,747 +83,016 +28%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.9M 305,746 +2,381 +0.8%
PFM
14
Parsec Financial Management
North Carolina
$21.1M 294,116 +29,680 +11%
FCI
15
Financial Counselors Inc
Kansas
$20.5M 286,521 +5,826 +2%
OIA
16
OneDigital Investment Advisors
Kansas
$20.2M 282,247 +45,605 +19%
ACM
17
Alpha Capital Management
Texas
$19.6M 272,662 -5,891 -2%
HCM
18
Hengehold Capital Management
Ohio
$18.3M 255,353 -14,757 -5%
ML
19
McAdam LLC
Pennsylvania
$17M 237,424 +58,840 +33%
I
20
INVST
Indiana
$16.1M 230,335 +22,605 +11%
NWS
21
Newport Wealth Strategies
California
$15.3M 212,823 +12,040 +6%
Wells Fargo
22
Wells Fargo
California
$15.1M 210,866 -2,076 -1%
GAM
23
Gemmer Asset Management
California
$14.6M 203,148 +1,918 +1%
AA
24
Apriem Advisors
California
$14.3M 199,991 +5,732 +3%
SAM
25
Summit Asset Management
Tennessee
$14.3M 198,986 -165 -0.1%