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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

56 hedge funds and large institutions have $180M invested in Schwab US Large-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.63%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
15
Increased
26
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$21.6M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.5M
3
PMG
3
ProVise Management Group
Florida
$3.84M
4
UCFA
4
United Capital Financial Advisors
Texas
$7.99M
5
Mariner
5
Mariner
Kansas
$4.04M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$731K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.25M
3
Jane Street
3
Jane Street
New York
$0
4
CCM
4
Carlson Capital Management
Minnesota
$0
5
TH
5
Timber Hill
Connecticut
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
26
L. Roy Papp & Associates
Arizona
$773K +$102K +18,000 +15%
Bank of America
27
Bank of America
North Carolina
$771K +$141K +24,896 +22%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$731K -$2.67M -472,456 -79%
SFSG
29
Stearns Financial Services Group
North Carolina
$690K +$77.9K +13,768 +13%
Ameriprise
30
Ameriprise
Minnesota
$619K +$131K +23,176 +27%
LPL Financial
31
LPL Financial
California
$596K -$18K -3,176 -3%
EWA
32
EP Wealth Advisors
California
$475K +$475K +84,080 New
CDIA
33
Capital Directions Investment Advisors
Georgia
$440K -$24.8K -4,376 -5%
BRWA
34
B. Riley Wealth Advisors
Florida
$405K -$100K -17,664 -20%
DWM
35
Destination Wealth Management
California
$347K +$226 +40 +0.1%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$327K +$55.9K +9,872 +21%
EWM
37
Edge Wealth Management
New York
$325K +$52.9K +9,360 +19%
MA
38
MUFG Americas
New York
$203K +$203K +35,928 New
Creative Planning
39
Creative Planning
Kansas
$177K +$177K +31,224 New
AW
40
ACG Wealth
Georgia
$176K +$176K +31,160 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$111K +$47.5K +8,416 +75%
DAM
42
Delta Asset Management
Tennessee
$82K – – –
QCMC
43
Quantum Capital Management (California)
California
$59K +$59K +10,440 New
US Bancorp
44
US Bancorp
Minnesota
$46K +$46K +8,184 New
AIG
45
American International Group
New York
$33.2K – – –
MAS
46
Madden Advisory Services
Florida
$26K +$15.6K +2,720 +151%
MA
47
MCF Advisors
Kentucky
$24K +$24K +4,224 New
Wells Fargo
48
Wells Fargo
California
$15K -$1.78K -304 -11%
VIA
49
Vantage Investment Advisors
Pennsylvania
$15K +$15K +2,704 New
CEMP
50
Compass Efficient Model Portfolios
Tennessee
$9K +$1.14K +200 +15%
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