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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

82 hedge funds and large institutions have $281M invested in Schwab US Large-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.38%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
9
Increased
38
Reduced
25
Closed
5
Calls
$211K
Puts
$369K
Net Calls
-$158K
Net Calls Change
-$464K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.7M
2
PFG
2
Piershale Financial Group
Illinois
$6.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.67M
4
PMG
4
ProVise Management Group
Florida
$6.63M
5
Jane Street
5
Jane Street
New York
$1.26M

Top Sellers

1
MAM
1
Marquette Asset Management
Minnesota
$38M
2
AP
2
Advisors Preferred
Maryland
$0
3
SFA
3
Sequoia Financial Advisors
Ohio
$3.53M
4
Mariner
4
Mariner
Kansas
$1.94M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Condor Capital Management
New Jersey
$1.82M -$30.8K -5,008 -2%
MIAN
27
Mariner Independent Advisor Network
Kansas
$1.82M +$185K +30,104 +11%
CFMC
28
Curbstone Financial Management Corp
New Hampshire
$1.8M +$6.15K +1,000 +0.3%
IAS
29
IMA Advisory Services
Colorado
$1.77M +$18.2K +2,952 +1%
ECML
30
Eagle Capital Management (Louisiana)
Louisiana
$1.63M -$15.4K -2,512 -0.9%
Morgan Stanley
31
Morgan Stanley
New York
$1.6M -$123K -20,000 -7%
LPL Financial
32
LPL Financial
California
$1.42M +$498K +82,320 +54%
Jane Street
33
Jane Street
New York
$1.26M +$1.26M +204,088 New
STMM
34
South Texas Money Management
Texas
$1.16M +$307K +50,016 +36%
SFSG
35
Stearns Financial Services Group
North Carolina
$1.07M +$73.2K +11,904 +7%
Ameriprise
36
Ameriprise
Minnesota
$990K +$201K +32,744 +26%
NFG
37
Nadler Financial Group
Illinois
$933K +$933K +151,800 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$873K -$5.07K -824 -0.6%
JFG
39
JMG Financial Group
Illinois
$873K -$3.25K -528 -0.4%
US Bancorp
40
US Bancorp
Minnesota
$822K +$274K +44,488 +50%
TH
41
Timber Hill
Connecticut
$811K -$80K -13,016 -9%
LRPA
42
L. Roy Papp & Associates
Arizona
$785K +$14.8K +2,400 +2%
HIC
43
Hartline Investment Corp
Illinois
$728K +$728K +118,488 New
EK
44
Evensky & Katz
Florida
$666K +$666K +108,280 New
FNBOO
45
First National Bank of Omaha
Nebraska
$621K – – –
Bank of America
46
Bank of America
North Carolina
$589K -$266K -43,280 -31%
GCA
47
Greenwood Capital Associates
South Carolina
$556K +$47.2K +7,680 +9%
U
48
UBS
Switzerland
$511K +$123K +19,968 +32%
SG Americas Securities
49
SG Americas Securities
New York
$483K +$483K +78,504 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$426K -$16.6K -2,696 -4%
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