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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

78 hedge funds and large institutions have $249M invested in Schwab US Large-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
2.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
20
Increased
28
Reduced
24
Closed
8
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$306K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.3M
2
FWP
2
FAS Wealth Partners
Kansas
$10.9M
3
AA
3
Apriem Advisors
California
$1.94M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$1.61M
5
AP
5
Advisors Preferred
Maryland
$1.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.13M
2
HCM
2
Hengehold Capital Management
Ohio
$23.8M
3
MAM
3
Marquette Asset Management
Minnesota
$39.9M
4
PMG
4
ProVise Management Group
Florida
$4.87M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$500K
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.3M 1,366,723 +254,987 +23%
MAM
2
Marquette Asset Management
Minnesota
$39.9M 821,475 -73,840 -8%
HCM
3
Hengehold Capital Management
Ohio
$23.8M 491,092 -201,151 -29%
GAM
4
Gemmer Asset Management
California
$11.5M 236,239 +6,515 +3%
FWP
5
FAS Wealth Partners
Kansas
$10.9M 224,789 +224,789 New
SAM
6
Summit Asset Management
Tennessee
$10.6M 218,824 +2,624 +1%
UCFA
7
United Capital Financial Advisors
Texas
$9.16M 188,749 +472 +0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.11M 146,520 -9,725 -6%
OCM
9
One Capital Management
California
$5.44M 112,074 +2,583 +2%
PMG
10
ProVise Management Group
Florida
$4.87M 100,417 -54,106 -35%
SFA
11
Sequoia Financial Advisors
Ohio
$4.43M 91,347 -24,699 -21%
LYV
12
Live Your Vision
Pennsylvania
$3.8M 78,323 +4,484 +6%
WSTAM
13
Wilbanks Smith & Thomas Asset Management
Virginia
$3.6M 74,091 -313 -0.4%
CWM
14
Cabot Wealth Management
Massachusetts
$3.41M 70,302 -2,194 -3%
TCM
15
Tradewinds Capital Management
Washington
$3.17M 65,276 -11,890 -15%
Goldman Sachs
16
Goldman Sachs
New York
$3.13M 64,488 -246,494 -79%
BCI
17
Brinker Capital Investments
Pennsylvania
$2.66M 54,868 +6,595 +14%
Mariner
18
Mariner
Kansas
$2.34M 48,135 -24,838 -34%
AA
19
Apriem Advisors
California
$1.94M 39,885 +39,885 New
CCM
20
Condor Capital Management
New Jersey
$1.83M 37,655 -5,976 -14%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$1.77M 36,435 +955 +3%
GIA
22
GHP Investment Advisors
Colorado
$1.76M 36,330 +7,427 +26%
IAS
23
IMA Advisory Services
Colorado
$1.73M 35,553 +2,800 +9%
Morgan Stanley
24
Morgan Stanley
New York
$1.7M 35,119 +11,386 +48%
MAS
25
Madden Advisory Services
Florida
$1.68M 34,653 +19,860 +134%
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