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Schwab US Large-Cap Growth ETF

354 hedge funds and large institutions have $2.61B invested in Schwab US Large-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 151 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
8.12%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.03%
New
43
Increased
151
Reduced
100
Closed
16
Calls
$1.38M
Puts
Net Calls
+$1.38M
Net Calls Change
-$452K
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$763M 10,064,203 +676,170 +7%
APP
2
Avantax Planning Partners
Iowa
$275M 3,634,327 +92,143 +3%
FEG
3
Fund Evaluation Group
Ohio
$103M 1,363,060 +1,363,060 New
Mariner
4
Mariner
Kansas
$69.8M 920,538 +8,787 +1%
MAM
5
Marquette Asset Management
Minnesota
$69.7M 920,185 -15,729 -2%
MG
6
Mather Group
Illinois
$64.2M 847,434 +409,861 +94%
UCFA
7
United Capital Financial Advisors
Texas
$61.8M 815,234 +32,526 +4%
TIM
8
Total Investment Management
Arizona
$51.6M 681,215 +1,210 +0.2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$44.8M 625,651
LPL Financial
10
LPL Financial
California
$41.1M 541,866 +13,642 +3%
KF
11
Krilogy Financial
Missouri
$40.9M 539,323 +11,845 +2%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.7M 444,828 -12,029 -3%
BTS
13
BB&T Securities
Virginia
$31.7M 418,693 +42,946 +11%
FMP
14
Financial Management Professionals
Texas
$30.1M 397,172 +397,005 +237,728%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$24.2M 319,337 +13,591 +4%
PFM
16
Parsec Financial Management
North Carolina
$23.5M 310,440 +16,324 +6%
OIA
17
OneDigital Investment Advisors
Kansas
$22.2M 293,145 +10,898 +4%
FCI
18
Financial Counselors Inc
Kansas
$20.7M 2,737,110 +2,450,589 +855%
ML
19
McAdam LLC
Pennsylvania
$20M 264,153 +26,729 +11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.5M 257,687 +240,306 +1,383%
HCM
21
Hengehold Capital Management
Ohio
$19.1M 251,493 -3,860 -2%
Morgan Stanley
22
Morgan Stanley
New York
$18.2M 240,376 +41,999 +21%
AG
23
Appleton Group
Wisconsin
$17.9M 236,494 +180,574 +323%
Jane Street
24
Jane Street
New York
$17.7M 232,949 +62,197 +36%
I
25
INVST
Indiana
$17.6M 232,731 +2,396 +1%