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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

66 hedge funds and large institutions have $249M invested in Schwab US Large-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.91%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
18
Increased
25
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.3M
3
GAM
3
Gemmer Asset Management
California
$10.6M
4
HCM
4
Hengehold Capital Management
Ohio
$31.8M
5
OCM
5
One Capital Management
California
$5.04M

Top Sellers

1
ECML
1
Eagle Capital Management (Louisiana)
Louisiana
$1.25M
2
AP
2
Advisors Preferred
Maryland
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.19M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.1M 1,111,736 +370,595 +50%
MAM
2
Marquette Asset Management
Minnesota
$41.2M 895,315 -18,820 -2%
HCM
3
Hengehold Capital Management
Ohio
$31.8M 692,243 +215,483 +45%
Goldman Sachs
4
Goldman Sachs
New York
$14.3M 310,982 +310,982 New
GAM
5
Gemmer Asset Management
California
$10.6M 229,724 +229,724 New
SAM
6
Summit Asset Management
Tennessee
$9.95M 216,200 -4,950 -2%
UCFA
7
United Capital Financial Advisors
Texas
$8.66M 188,277 +11,710 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.19M 156,245 -48,269 -24%
PMG
9
ProVise Management Group
Florida
$7.11M 154,523 +69,637 +82%
NDSI
10
Newman Dignan & Sheerar Inc
Rhode Island
$6.71M 145,927 -1,997 -1%
SFA
11
Sequoia Financial Advisors
Ohio
$5.34M 116,046 -8,604 -7%
OCM
12
One Capital Management
California
$5.04M 109,491 +109,491 New
TCM
13
Tradewinds Capital Management
Washington
$3.55M 77,166 +26,000 +51%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$3.42M 74,404 +1,722 +2%
LYV
15
Live Your Vision
Pennsylvania
$3.4M 73,839 +17,634 +31%
Mariner
16
Mariner
Kansas
$3.36M 72,973 -16,247 -18%
CWM
17
Cabot Wealth Management
Massachusetts
$3.34M 72,496 +6,272 +9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.69M 58,546 +42,378 +262%
Citigroup
19
Citigroup
New York
$2.3M 50,000 +50,000 New
BCI
20
Brinker Capital Investments
Pennsylvania
$2.22M 48,273 +16,139 +50%
CCM
21
Condor Capital Management
New Jersey
$2.01M 43,631 +689 +2%
DS
22
DRW Securities
Illinois
$1.98M 43,074 +12,913 +43%
BIT
23
BlackRock Institutional Trust
California
$1.79M 38,800 +38,800 New
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$1.63M 35,480 +35,480 New
IAS
25
IMA Advisory Services
Colorado
$1.51M 32,753 -414 -1%
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