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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

115 hedge funds and large institutions have $359M invested in Schwab US Large-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
115
Holders Change
+33
Holders Change %
+40.24%
% of All Funds
3.07%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
36
Increased
50
Reduced
20
Closed
2
Calls
$202K
Puts
$502K
Net Calls
-$300K
Net Calls Change
-$142K

Top Buyers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$9.07M
2
PFG
2
Piershale Financial Group
Illinois
$14.2M
3
AA
3
Apriem Advisors
California
$6.67M
4
UCFA
4
United Capital Financial Advisors
Texas
$13.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$5.26M
2
DWM
2
Destination Wealth Management
California
$424K
3
Jane Street
3
Jane Street
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.78M
5
MAM
5
Marquette Asset Management
Minnesota
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$3.13M 484,184 -113,104 -19%
Morgan Stanley
27
Morgan Stanley
New York
$2.64M 408,056 +147,104 +56%
MAS
28
Madden Advisory Services
Florida
$2.47M 382,008 +68,144 +22%
GIA
29
GHP Investment Advisors
Colorado
$2.45M 378,632 +31,944 +9%
MIAN
30
Mariner Independent Advisor Network
Kansas
$2.21M 341,000 +44,808 +15%
CCM
31
Condor Capital Management
New Jersey
$1.94M 299,960 +3,728 +1%
IAS
32
IMA Advisory Services
Colorado
$1.91M 294,584 +7,208 +3%
Mariner
33
Mariner
Kansas
$1.89M 291,824 -22,864 -7%
CFMC
34
Curbstone Financial Management Corp
New Hampshire
$1.81M 279,880 -12,600 -4%
LPL Financial
35
LPL Financial
California
$1.79M 275,792 +41,984 +18%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.78M 274,840 -159,448 -37%
ECML
37
Eagle Capital Management (Louisiana)
Louisiana
$1.78M 274,448 +8,960 +3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.7M 261,824 +194,408 +288%
JFG
39
JMG Financial Group
Illinois
$1.54M 238,320 +96,328 +68%
STMM
40
South Texas Money Management
Texas
$1.5M 231,088 +43,048 +23%
CMP
41
Courage Miller Partners
Virginia
$1.38M 213,496 +213,496 New
NFG
42
Nadler Financial Group
Illinois
$1.37M 212,184 +60,384 +40%
Ameriprise
43
Ameriprise
Minnesota
$1.37M 211,136 +50,112 +31%
SFSG
44
Stearns Financial Services Group
North Carolina
$1.21M 187,304 +13,472 +8%
SWM
45
Stockman Wealth Management
Montana
$1.11M 172,048 +172,048 New
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$977K 150,992 +8,992 +6%
SPC
47
Sigma Planning Corp
Michigan
$905K 139,744 +139,744 New
Bank of America
48
Bank of America
North Carolina
$874K 135,000 +39,168 +41%
TH
49
Timber Hill
Connecticut
$860K 132,880 +1,000 +0.8%
LRPA
50
L. Roy Papp & Associates
Arizona
$827K 127,704 – –
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