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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SWM
51
SVA Wealth Management
Wisconsin
$243K 40,088 +40,088 New
GC
52
Garde Capital
Washington
$240K 39,624 +39,624 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$234K 38,656 +38,656 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$219K 36,088 +36,088 New
OC
55
Oarsman Capital
Wisconsin
$215K 35,376 +35,376 New
AG
56
Appleton Group
Wisconsin
$205K 33,744 +33,744 New
Creative Planning
57
Creative Planning
Kansas
$189K 31,224 – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$106K 17,504 +17,504 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$100K 16,520 +16,520 New
SAM
60
Stringer Asset Management
Tennessee
$95K 15,704 +15,704 New
DAM
61
Delta Asset Management
Tennessee
$88K 14,440 – –
AIG
62
American International Group
New York
$43.3K 7,136 +1,272 +22%
MA
63
MCF Advisors
Kentucky
$39K 6,800 +1,120 +20%
BC
64
Bartlett & Co
Ohio
$32K 5,200 +5,200 New
MA
65
MUFG Americas
New York
$30K 5,008 -30,920 -86%
AWM
66
Avior Wealth Management
Nebraska
$20K 3,232 +8 +0.2%
Wells Fargo
67
Wells Fargo
California
$16K 2,568 +8 +0.3%
WA
68
Winfield Associates
Ohio
$14K 2,400 +2,400 New
VIA
69
Vantage Investment Advisors
Pennsylvania
$12K 1,992 -712 -26%
HDIM
70
Hanson & Doremus Investment Management
Vermont
$10K 1,624 – –
S
71
SignatureFD
Georgia
$10K 1,688 – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$9K 1,416 +1,416 New
DBT
73
Dubuque Bank & Trust
Iowa
$8K 1,304 – –
MFS
74
MSI Financial Services
Massachusetts
$7K 1,136 – –
NDSI
75
Newman Dignan & Sheerar Inc
Rhode Island
$5.86K 965,864 -201,552 -17%
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