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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 %
SWP
76
Stratos Wealth Partners
Ohio
$487K 9,036 +9,036 New
GHA
77
GW Henssler & Associates
Georgia
$456K 8,458 +3,684 +77%
BAC
78
Boys Arnold & Co
North Carolina
$445K 8,257 +8,257 New
DWM
79
Destination Wealth Management
California
$419K 7,783 -405 -5%
TH
80
Timber Hill
Connecticut
$408K 7,570 -9,040 -54%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$396K 7,357 -25,371 -78%
MA
82
MUFG Americas
New York
$392K 7,284 +5,658 +348%
BC
83
Bartlett & Co
Ohio
$367K 6,805 +3,660 +116%
VNA
84
Valley National Advisers
Pennsylvania
$363K 6,744 -2,531 -27%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$362K 6,728 +3,699 +122%
TF
86
Trutina Financial
Washington
$336K 6,244 +6,244 New
SB
87
Suntrust Banks
Georgia
$305K 5,676 – –
CDIA
88
Capital Directions Investment Advisors
Georgia
$302K 5,563 -104 -2%
Creative Planning
89
Creative Planning
Kansas
$288K 5,343 -1,421 -21%
OC
90
Oarsman Capital
Wisconsin
$273K 5,069 +200 +4%
WCM
91
Westend Capital Management
California
$267K 4,897 -296 -6%
AG
92
Appleton Group
Wisconsin
$265K 4,915 +479 +11%
ZIM
93
Zacks Investment Management
Illinois
$247K 4,578 +531 +13%
GC
94
Garde Capital
Washington
$246K 4,562 -194 -4%
PFM
95
Parsec Financial Management
North Carolina
$233K 4,320 +4,320 New
VDI
96
Vaughan David Investments
Illinois
$227K 4,218 -3,111 -42%
ICAS
97
Investors Capital Advisory Services
Massachusetts
$224K 4,171 +4,171 New
AW
98
ACG Wealth
Georgia
$210K 3,895 – –
Northern Trust
99
Northern Trust
Illinois
$206K 3,825 +3,825 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$202K 3,745 -1,296 -26%
2 3
4
5 6