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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

66 hedge funds and large institutions have $249M invested in Schwab US Large-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.91%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
18
Increased
25
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.3M
3
HCM
3
Hengehold Capital Management
Ohio
$31.8M
4
PMG
4
ProVise Management Group
Florida
$7.11M
5
Citigroup
5
Citigroup
New York
$2.3M

Top Sellers

1
ECML
1
Eagle Capital Management (Louisiana)
Louisiana
$1.25M
2
AP
2
Advisors Preferred
Maryland
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.19M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$1.33M +$410K +71,360 +45%
ECML
27
Eagle Capital Management (Louisiana)
Louisiana
$1.25M -$5.98M -1,039,712 -83%
Allianz Asset Management
28
Allianz Asset Management
Germany
$1.15M +$1.15M +200,000 New
Morgan Stanley
29
Morgan Stanley
New York
$1.09M +$60.9K +10,600 +6%
Bank of America
30
Bank of America
North Carolina
$997K +$212K +36,912 +27%
DWM
31
Destination Wealth Management
California
$988K +$635K +110,496 +180%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$878K +$546K +94,936 +164%
TH
33
Timber Hill
Connecticut
$845K -$6.99K -1,216 -0.8%
SFSG
34
Stearns Financial Services Group
North Carolina
$843K +$142K +24,616 +20%
LRPA
35
L. Roy Papp & Associates
Arizona
$748K -$37.7K -6,560 -5%
LPL Financial
36
LPL Financial
California
$725K +$120K +20,800 +20%
MAS
37
Madden Advisory Services
Florida
$680K +$654K +113,824 +2,518%
U
38
UBS
Switzerland
$679K -$375K -65,248 -36%
Ameriprise
39
Ameriprise
Minnesota
$678K +$48.7K +8,472 +8%
STMM
40
South Texas Money Management
Texas
$601K +$601K +104,536 New
BRWA
41
B. Riley Wealth Advisors
Florida
$410K -$1.61K -280 -0.4%
GCA
42
Greenwood Capital Associates
South Carolina
$365K +$365K +63,400 New
CDIA
43
Capital Directions Investment Advisors
Georgia
$329K -$118K -20,520 -26%
Jane Street
44
Jane Street
New York
$319K +$319K +55,544 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$288K +$175K +30,344 +154%
EWM
46
Edge Wealth Management
New York
$250K -$81.3K -14,120 -25%
US Bancorp
47
US Bancorp
Minnesota
$236K +$189K +32,880 +402%
GKIM
48
GW&K Investment Management
Massachusetts
$232K +$232K +40,320 New
JFG
49
JMG Financial Group
Illinois
$230K +$230K +39,968 New
MA
50
MUFG Americas
New York
$207K – – –
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