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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 Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cambridge Advisors
Nebraska
$806K +$806K +124,544 New
US Bancorp
52
US Bancorp
Minnesota
$798K -$67.3K -10,400 -8%
S
53
SignatureFD
Georgia
$791K +$780K +120,536 +7,141%
SG Americas Securities
54
SG Americas Securities
New York
$782K +$274K +42,328 +54%
HIC
55
Hartline Investment Corp
Illinois
$779K +$12.3K +1,896 +2%
EK
56
Evensky & Katz
Florida
$754K +$53.2K +8,216 +8%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$678K +$230K +35,504 +51%
FNBOO
58
First National Bank of Omaha
Nebraska
$654K – – –
WA
59
Wealth Architects
California
$592K +$592K +91,480 New
GCA
60
Greenwood Capital Associates
South Carolina
$586K – – –
SGAM
61
Steinberg Global Asset Management
Florida
$570K +$570K +88,056 New
AIG
62
American International Group
New York
$494K +$414K +63,880 +511%
LA
63
LVW Advisors
New York
$476K +$476K +73,520 New
CA
64
Capital Advantage
California
$474K +$474K +73,152 New
EWM
65
Edge Wealth Management
New York
$430K +$78.6K +12,096 +22%
DWM
66
Destination Wealth Management
California
$424K -$1.57M -242,104 -79%
VNA
67
Valley National Advisers
Pennsylvania
$420K +$420K +74,200 New
ICOA
68
Investment Centers of America
North Dakota
$410K +$85.8K +13,264 +26%
VDI
69
Vaughan David Investments
Illinois
$380K +$380K +58,632 New
SAM
70
Stringer Asset Management
Tennessee
$360K +$58.7K +9,072 +19%
Creative Planning
71
Creative Planning
Kansas
$350K +$82.8K +12,800 +31%
BW
72
Bison Wealth
Georgia
$350K +$350K +53,992 New
CP
73
Corbenic Partners
Pennsylvania
$347K +$11.8K +1,816 +4%
CAN
74
Cetera Advisor Networks
California
$344K +$344K +53,296 New
SWM
75
SVA Wealth Management
Wisconsin
$336K +$76.6K +11,840 +30%
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