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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 Market Value Shares Shares
Change 		Shares
Change %
CDIA
76
Capital Directions Investment Advisors
Georgia
$299K 45,336 +1,600 +4%
SB
77
Suntrust Banks
Georgia
$293K 45,408 -3,112 -6%
WCM
78
Westend Capital Management
California
$269K 41,544 -1,552 -4%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$261K 40,328 -3,232 -7%
OC
80
Oarsman Capital
Wisconsin
$252K 38,952 +1,984 +5%
GHA
81
GW Henssler & Associates
Georgia
$247K 38,192 +38,192 New
GC
82
Garde Capital
Washington
$246K 38,048 +400 +1%
FAAS
83
First Allied Advisory Services
California
$234K 36,336 +36,336 New
AG
84
Appleton Group
Wisconsin
$230K 35,488 +1,288 +4%
ZIM
85
Zacks Investment Management
Illinois
$210K 32,376 +32,376 New
AW
86
ACG Wealth
Georgia
$202K 31,160 +31,160 New
BC
87
Bartlett & Co
Ohio
$163K 25,160 +19,960 +384%
FANJ
88
Financial Architects (New Jersey)
New Jersey
$157K 24,232 +11,208 +86%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$107K 16,512 +16,512 New
MA
90
MCF Advisors
Kentucky
$96K 14,840 +3,992 +37%
DAM
91
Delta Asset Management
Tennessee
$93K 14,440 – –
IF
92
Ironwood Financial
Arizona
$87K 13,424 +13,424 New
MA
93
MUFG Americas
New York
$84K 13,008 +5,648 +77%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$82K 12,688 -3,840 -23%
RCG
95
Ruggie Capital Group
Florida
$79K 12,256 +12,256 New
SIA
96
Stancorp Investment Advisers
Oregon
$38K 5,928 +5,928 New
Wells Fargo
97
Wells Fargo
California
$37K 5,696 -184 -3%
Citigroup
98
Citigroup
New York
$37K 5,728 +5,728 New
CCS
99
Crosspoint Capital Strategies
California
$21K 3,304 +3,304 New
AWM
100
Avior Wealth Management
Nebraska
$19K 2,984 – –
1 2 3
4
5