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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

129 hedge funds and large institutions have $386M invested in Schwab US Large-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
3.44%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
22
Increased
57
Reduced
38
Closed
8
Calls
$474K
Puts
–
Net Calls
+$474K
Net Calls Change
+$774K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.21M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$3.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.83M
5
SIA
5
Starfire Investment Advisers
Michigan
$2.83M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$80.6M
3
SFA
3
Sequoia Financial Advisors
Ohio
$1.12M
4
CWM
4
Cabot Wealth Management
Massachusetts
$1.87M
5
PMG
5
ProVise Management Group
Florida
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
MAS
26
Madden Advisory Services
Florida
$3.42M 63,446 +15,695 +33%
TCM
27
Tradewinds Capital Management
Washington
$3.35M 62,094 -9,702 -14%
LPL Financial
28
LPL Financial
California
$3.1M 57,758 +23,284 +68%
SIA
29
Starfire Investment Advisers
Michigan
$2.83M 52,473 +52,473 New
GIA
30
GHP Investment Advisors
Colorado
$2.78M 51,525 +4,196 +9%
Bank of America
31
Bank of America
North Carolina
$2.76M 51,240 +34,365 +204%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$2.54M 47,120 -25,678 -35%
TRCT
33
Tower Research Capital (TRC)
New York
$2.38M 44,115 +43,917 +22,180%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.23M 41,468 -19,055 -31%
NFG
35
Nadler Financial Group
Illinois
$2.23M 41,394 +14,871 +56%
STMM
36
South Texas Money Management
Texas
$2.02M 37,469 +8,583 +30%
MIAN
37
Mariner Independent Advisor Network
Kansas
$1.98M 36,796 -5,829 -14%
CCM
38
Condor Capital Management
New Jersey
$1.98M 36,781 -714 -2%
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$1.97M 36,616 +1,631 +5%
IAS
40
IMA Advisory Services
Colorado
$1.96M 36,432 -391 -1%
CWM
41
Cabot Wealth Management
Massachusetts
$1.87M 34,739 -31,185 -47%
Jane Street
42
Jane Street
New York
$1.85M 34,270 +34,270 New
Mariner
43
Mariner
Kansas
$1.76M 32,735 -3,743 -10%
CMP
44
Courage Miller Partners
Virginia
$1.76M 32,692 +6,005 +23%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.75M 32,518 -1,837 -5%
ECML
46
Eagle Capital Management (Louisiana)
Louisiana
$1.71M 31,751 -2,555 -7%
JFG
47
JMG Financial Group
Illinois
$1.66M 30,805 +1,015 +3%
VFA
48
Voya Financial Advisors
Connecticut
$1.56M 28,738 +28,738 New
SFSG
49
Stearns Financial Services Group
North Carolina
$1.42M 26,338 +2,925 +12%
LA
50
LVW Advisors
New York
$1.31M 24,327 +15,137 +165%
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