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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 %
MA
101
MCF Advisors
Kentucky
$152K 2,825 +970 +52%
VIA
102
Vantage Investment Advisors
Pennsylvania
$133K 2,476 +2,219 +863%
TWA
103
TCI Wealth Advisors
Arizona
$129K 2,400 +2,400 New
IF
104
Ironwood Financial
Arizona
$119K 2,205 +527 +31%
CCS
105
Crosspoint Capital Strategies
California
$116K 2,157 +1,744 +422%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$113K 2,102 +2,102 New
DAM
107
Delta Asset Management
Tennessee
$97K 1,805 – –
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$85K 1,587 +1 +0.1%
RCG
109
Ruggie Capital Group
Florida
$85K 1,580 +48 +3%
RFA
110
Reilly Financial Advisors
California
$75K 1,401 +1,401 New
GWM
111
Gupta Wealth Management
California
$47K 880 +880 New
Wells Fargo
112
Wells Fargo
California
$40K 748 +36 +5%
LWM
113
LBA Wealth Management
Florida
$30K 560 +560 New
SIA
114
Stancorp Investment Advisers
Oregon
$28K 526 -215 -29%
AWM
115
Avior Wealth Management
Nebraska
$20K 374 +1 +0.3%
WA
116
Winfield Associates
Ohio
$16K 300 – –
DADC
117
D.A. Davidson & Co
Montana
$16K 300 +300 New
PAI
118
Pittenger & Anderson Inc
Nebraska
$15K 275 – –
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$15K 286 – –
BWA
120
Burt Wealth Advisors
Maryland
$13K 245 – –
DBT
121
Dubuque Bank & Trust
Iowa
$8K 145 – –
HDIM
122
Hanson & Doremus Investment Management
Vermont
$8K 144 +1 +0.7%
RIA
123
Regal Investment Advisors
Michigan
$8K 140 +140 New
OIA
124
Optimum Investment Advisors
Illinois
$5K 101 – –
SIG
125
Stanford Investment Group
California
$5K 100 – –
2 3 4
5
6