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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

38 hedge funds and large institutions have $78M invested in Schwab US Large-Cap Growth ETF in 2013 Q2 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.13%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Marquette Asset Management
Minnesota
$33.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.91M
3
SAM
3
Summit Asset Management
Tennessee
$8.89M
4
UCFA
4
United Capital Financial Advisors
Texas
$4.04M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.31M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
1
Marquette Asset Management
Minnesota
$33.1M 869,378 +869,378 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.91M 233,840 +233,840 New
SAM
3
Summit Asset Management
Tennessee
$8.89M 233,297 +233,297 New
UCFA
4
United Capital Financial Advisors
Texas
$4.04M 106,056 +106,056 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.31M 86,906 +86,906 New
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$2.76M 72,360 +72,360 New
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M 71,592 +71,592 New
LYV
8
Live Your Vision
Pennsylvania
$1.91M 48,456 +48,456 New
Mariner
9
Mariner
Kansas
$1.69M 44,230 +44,230 New
CCM
10
Condor Capital Management
New Jersey
$1.41M 36,954 +36,954 New
IAS
11
IMA Advisory Services
Colorado
$1.26M 33,073 +33,073 New
CWM
12
Cabot Wealth Management
Massachusetts
$1.15M 30,092 +30,092 New
BCI
13
Brinker Capital Investments
Pennsylvania
$830K 21,784 +21,784 New
HighTower Advisors
14
HighTower Advisors
Illinois
$783K 20,544 +20,544 New
LRPA
15
L. Roy Papp & Associates
Arizona
$565K 14,833 +14,833 New
LPL Financial
16
LPL Financial
California
$509K 13,367 +13,367 New
SFSG
17
Stearns Financial Services Group
North Carolina
$459K 12,049 +12,049 New
BRWA
18
B. Riley Wealth Advisors
Florida
$431K 11,311 +11,311 New
CDIA
19
Capital Directions Investment Advisors
Georgia
$399K 10,463 +10,463 New
Bank of America
20
Bank of America
North Carolina
$367K 9,641 +9,641 New
GIA
21
GHP Investment Advisors
Colorado
$337K 8,850 +8,850 New
DWM
22
Destination Wealth Management
California
$304K 7,984 +7,984 New
PMG
23
ProVise Management Group
Florida
$290K 7,603 +7,603 New
Morgan Stanley
24
Morgan Stanley
New York
$279K 7,347 +7,347 New
U
25
UBS
Switzerland
$269K 7,049 +7,049 New
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