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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

78 hedge funds and large institutions have $249M invested in Schwab US Large-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
2.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
20
Increased
28
Reduced
24
Closed
8
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$306K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.3M
2
FWP
2
FAS Wealth Partners
Kansas
$10.9M
3
AA
3
Apriem Advisors
California
$1.94M
4
AP
4
Advisors Preferred
Maryland
$1.28M
5
MAS
5
Madden Advisory Services
Florida
$1.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.13M
2
HCM
2
Hengehold Capital Management
Ohio
$23.8M
3
MAM
3
Marquette Asset Management
Minnesota
$39.9M
4
PMG
4
ProVise Management Group
Florida
$4.87M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
26
Eagle Capital Management (Louisiana)
Louisiana
$1.63M +$305K +50,272 +23%
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.61M +$1.61M +266,088 New
AP
28
Advisors Preferred
Maryland
$1.28M +$1.28M +210,824 New
SFSG
29
Stearns Financial Services Group
North Carolina
$982K +$93.1K +15,352 +10%
LPL Financial
30
LPL Financial
California
$919K +$154K +25,320 +20%
TH
31
Timber Hill
Connecticut
$879K -$12.3K -2,024 -1%
DWM
32
Destination Wealth Management
California
$866K -$177K -29,168 -17%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$866K -$59.9K -9,880 -6%
JFG
34
JMG Financial Group
Illinois
$864K +$622K +102,552 +257%
Bank of America
35
Bank of America
North Carolina
$844K -$207K -34,168 -20%
STMM
36
South Texas Money Management
Texas
$837K +$203K +33,488 +32%
Ameriprise
37
Ameriprise
Minnesota
$778K +$62.6K +10,320 +9%
LRPA
38
L. Roy Papp & Associates
Arizona
$760K -$29.1K -4,800 -4%
FNBOO
39
First National Bank of Omaha
Nebraska
$613K +$613K +101,016 New
US Bancorp
40
US Bancorp
Minnesota
$541K +$292K +48,136 +117%
GCA
41
Greenwood Capital Associates
South Carolina
$502K +$118K +19,400 +31%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$500K -$2.34M -385,968 -82%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$436K +$133K +21,920 +44%
U
44
UBS
Switzerland
$383K -$333K -54,968 -47%
BRWA
45
B. Riley Wealth Advisors
Florida
$351K +$137K +45,496 +64%
Citadel Advisors
46
Citadel Advisors
Florida
$327K +$327K +53,896 New
CP
47
Corbenic Partners
Pennsylvania
$299K +$261K +43,024 +689%
SB
48
Suntrust Banks
Georgia
$294K +$294K +48,520 New
CDIA
49
Capital Directions Investment Advisors
Georgia
$283K -$64.4K -10,600 -19%
EWM
50
Edge Wealth Management
New York
$261K -$1.7K -280 -0.6%
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