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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$414K 67,416 +28,760 +74%
EWM
52
Edge Wealth Management
New York
$332K 54,056 +10,936 +25%
CP
53
Corbenic Partners
Pennsylvania
$318K 51,736 +2,472 +5%
ICOA
54
Investment Centers of America
North Dakota
$307K 50,096 +50,096 New
SB
55
Suntrust Banks
Georgia
$298K 48,520 – –
SAM
56
Stringer Asset Management
Tennessee
$286K 46,576 +30,872 +197%
CDIA
57
Capital Directions Investment Advisors
Georgia
$279K 43,736 -2,872 -6%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$268K 43,560 +7,472 +21%
Creative Planning
59
Creative Planning
Kansas
$254K 41,312 +10,088 +32%
WCM
60
Westend Capital Management
California
$253K 43,096 +43,096 New
SWM
61
SVA Wealth Management
Wisconsin
$246K 40,088 – –
GC
62
Garde Capital
Washington
$231K 37,648 -1,976 -5%
OC
63
Oarsman Capital
Wisconsin
$227K 36,968 +1,592 +5%
AG
64
Appleton Group
Wisconsin
$210K 34,200 +456 +1%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$102K 16,528 +8 +0%
DAM
66
Delta Asset Management
Tennessee
$89K 14,440 – –
FANJ
67
Financial Architects (New Jersey)
New Jersey
$80K 13,024 -4,480 -26%
AIG
68
American International Group
New York
$76.8K 12,496 +5,360 +75%
MA
69
MCF Advisors
Kentucky
$62K 10,848 +4,048 +60%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$47K 7,664 +6,248 +441%
MA
71
MUFG Americas
New York
$45K 7,360 +2,352 +47%
Wells Fargo
72
Wells Fargo
California
$36K 5,880 +3,312 +129%
BC
73
Bartlett & Co
Ohio
$32K 5,200 – –
AWM
74
Avior Wealth Management
Nebraska
$18K 2,984 -248 -8%
WA
75
Winfield Associates
Ohio
$15K 2,400 – –
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