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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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$180K 31,224 – –
DAM
52
Delta Asset Management
Tennessee
$83K 14,440 – –
BJ
53
Brouwer & Janachowski
California
$58K 10,160 +10,160 New
PP
54
Palladium Partners
Virginia
$43K 7,488 +7,488 New
CP
55
Corbenic Partners
Pennsylvania
$36K 6,240 +6,240 New
AIG
56
American International Group
New York
$33.7K 5,864 – –
MA
57
MCF Advisors
Kentucky
$33K 5,680 +1,456 +34%
AWM
58
Avior Wealth Management
Nebraska
$19K 3,224 +3,224 New
VIA
59
Vantage Investment Advisors
Pennsylvania
$16K 2,704 – –
Wells Fargo
60
Wells Fargo
California
$15K 2,560 -8 -0.3%
PFA
61
Paradigm Financial Advisors
Missouri
$10K 1,664 – –
S
62
SignatureFD
Georgia
$10K 1,688 +536 +47%
HDIM
63
Hanson & Doremus Investment Management
Vermont
$9K 1,624 – –
MFS
64
MSI Financial Services
Massachusetts
$7K 1,136 – –
DBT
65
Dubuque Bank & Trust
Iowa
$7K 1,304 +1,304 New
OIA
66
Optimum Investment Advisors
Illinois
$5K 800 +800 New
AP
67
Advisors Preferred
Maryland
– – -691,464 Closed
SG Americas Securities
68
SG Americas Securities
New York
– – -329,800 Closed
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
– – -163,360 Closed
EWA
70
EP Wealth Advisors
California
– – -84,080 Closed
AW
71
ACG Wealth
Georgia
– – -31,160 Closed
QCMC
72
Quantum Capital Management (California)
California
– – -10,440 Closed
WA
73
WFG Advisors
Texas
– – -672 Closed
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