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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

56 hedge funds and large institutions have $180M invested in Schwab US Large-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.63%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
15
Increased
26
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$21.6M
2
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$7.11M
3
SFA
3
Sequoia Financial Advisors
Ohio
$5.64M
4
AP
4
Advisors Preferred
Maryland
$3.91M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$731K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.25M
3
Jane Street
3
Jane Street
New York
$0
4
CCM
4
Carlson Capital Management
Minnesota
$0
5
TH
5
Timber Hill
Connecticut
$838K
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
1
Marquette Asset Management
Minnesota
$41.4M 914,135 +4,805 +0.5%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.5M 741,141 +84,987 +13%
HCM
3
Hengehold Capital Management
Ohio
$21.6M 476,760 +228,984 +92%
SAM
4
Summit Asset Management
Tennessee
$10M 221,150 -3,156 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.25M 204,514 -41,485 -17%
UCFA
6
United Capital Financial Advisors
Texas
$7.99M 176,567 +47,262 +37%
ECML
7
Eagle Capital Management (Louisiana)
Louisiana
$7.11M 157,180 +157,180 New
SFA
8
Sequoia Financial Advisors
Ohio
$5.64M 124,650 +124,650 New
Mariner
9
Mariner
Kansas
$4.04M 89,220 +45,627 +105%
AP
10
Advisors Preferred
Maryland
$3.91M 86,433 +86,433 New
PMG
11
ProVise Management Group
Florida
$3.84M 84,886 +70,796 +502%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$3.29M 72,682 +475 +0.7%
CWM
13
Cabot Wealth Management
Massachusetts
$3M 66,224 +26,934 +69%
LYV
14
Live Your Vision
Pennsylvania
$2.54M 56,205 +7,562 +16%
TCM
15
Tradewinds Capital Management
Washington
$2.32M 51,166 +51,166 New
CCM
16
Condor Capital Management
New Jersey
$1.94M 42,942 +651 +2%
SG Americas Securities
17
SG Americas Securities
New York
$1.87M 41,225 +35,567 +629%
IAS
18
IMA Advisory Services
Colorado
$1.5M 33,167 -1,543 -4%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.45M 32,134 +8,082 +34%
DS
20
DRW Securities
Illinois
$1.36M 30,161 +30,161 New
U
21
UBS
Switzerland
$1.04M 22,923 +3,661 +19%
Morgan Stanley
22
Morgan Stanley
New York
$1.01M 22,408 +14,636 +188%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$924K 20,420 -772 -4%
GIA
24
GHP Investment Advisors
Colorado
$904K 19,983 +5,682 +40%
TH
25
Timber Hill
Connecticut
$838K 18,517 -4,102 -18%
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