SCHG icon

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 %
SWM
51
Stockman Wealth Management
Montana
$1.26M 23,408 +1,902 +9%
SFA
52
Sequoia Financial Advisors
Ohio
$1.12M 20,729 -50,647 -71%
VFS
53
VSR Financial Services
Kansas
$1.08M 19,973 +19,973 New
Ameriprise
54
Ameriprise
Minnesota
$1.06M 19,709 -6,683 -25%
SPC
55
Sigma Planning Corp
Michigan
$1.05M 19,456 +1,988 +11%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$1.03M 19,211 +337 +2%
Millennium Management
57
Millennium Management
New York
$920K 17,087 +17,087 New
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$914K 16,982 +3,890 +30%
US Bancorp
59
US Bancorp
Minnesota
$903K 16,771 +1,360 +9%
HIC
60
Hartline Investment Corp
Illinois
$879K 16,315 +1,267 +8%
CA
61
Cambridge Advisors
Nebraska
$863K 16,015 +447 +3%
LRPA
62
L. Roy Papp & Associates
Arizona
$860K 15,963 – –
AIG
63
American International Group
New York
$857K 15,900 +6,353 +67%
SG Americas Securities
64
SG Americas Securities
New York
$808K 15,004 -100 -0.7%
EK
65
Evensky & Katz
Florida
$784K 14,549 -13 -0.1%
CA
66
Capital Advantage
California
$767K 14,233 +5,089 +56%
SGAM
67
Steinberg Global Asset Management
Florida
$747K 13,863 +2,856 +26%
CAN
68
Cetera Advisor Networks
California
$723K 13,420 +6,758 +101%
CP
69
Corbenic Partners
Pennsylvania
$721K 13,378 +6,684 +100%
S
70
SignatureFD
Georgia
$696K 12,911 -2,367 -15%
WA
71
Wealth Architects
California
$645K 11,980 +545 +5%
EWM
72
Edge Wealth Management
New York
$591K 10,927 +2,658 +32%
GCA
73
Greenwood Capital Associates
South Carolina
$544K 10,115 -1,195 -11%
ICOA
74
Investment Centers of America
North Dakota
$525K 9,714 +1,794 +23%
SWM
75
SVA Wealth Management
Wisconsin
$513K 9,517 +3,026 +47%
1 2
3
4 5