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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

82 hedge funds and large institutions have $281M invested in Schwab US Large-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.38%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
9
Increased
38
Reduced
25
Closed
5
Calls
$211K
Puts
$369K
Net Calls
-$158K
Net Calls Change
-$464K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.7M
2
PFG
2
Piershale Financial Group
Illinois
$6.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.67M
4
PMG
4
ProVise Management Group
Florida
$6.63M
5
Jane Street
5
Jane Street
New York
$1.26M

Top Sellers

1
MAM
1
Marquette Asset Management
Minnesota
$38M
2
AP
2
Advisors Preferred
Maryland
$0
3
SFA
3
Sequoia Financial Advisors
Ohio
$3.53M
4
Mariner
4
Mariner
Kansas
$1.94M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.7M 1,539,957 +173,234 +13%
MAM
2
Marquette Asset Management
Minnesota
$38M 772,637 -48,838 -6%
HCM
3
Hengehold Capital Management
Ohio
$23.9M 485,363 -5,729 -1%
GAM
4
Gemmer Asset Management
California
$12M 243,549 +7,310 +3%
FWP
5
FAS Wealth Partners
Kansas
$11.3M 229,950 +5,161 +2%
SAM
6
Summit Asset Management
Tennessee
$10.8M 219,168 +344 +0.2%
UCFA
7
United Capital Financial Advisors
Texas
$9.6M 195,108 +6,359 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.16M 145,647 -873 -0.6%
PMG
9
ProVise Management Group
Florida
$6.63M 134,910 +34,493 +34%
PFG
10
Piershale Financial Group
Illinois
$6.06M 123,282 +123,282 New
NDSI
11
Newman Dignan & Sheerar Inc
Rhode Island
$5.93M 120,540 -193 -0.2%
OCM
12
One Capital Management
California
$5.54M 112,550 +476 +0.4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.67M 74,661 +64,361 +625%
LYV
14
Live Your Vision
Pennsylvania
$3.6M 76,641 -1,682 -2%
SFA
15
Sequoia Financial Advisors
Ohio
$3.53M 71,733 -19,614 -21%
CWM
16
Cabot Wealth Management
Massachusetts
$3.46M 70,249 -53 -0.1%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$3.31M 67,352 -6,739 -9%
TCM
18
Tradewinds Capital Management
Washington
$3.2M 65,106 -170 -0.3%
Goldman Sachs
19
Goldman Sachs
New York
$3.19M 64,925 +437 +0.7%
AA
20
Apriem Advisors
California
$2.97M 60,470 +20,585 +52%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.67M 54,286 -582 -1%
GIA
22
GHP Investment Advisors
Colorado
$2.13M 43,336 +7,006 +19%
Mariner
23
Mariner
Kansas
$1.94M 39,336 -8,799 -18%
MAS
24
Madden Advisory Services
Florida
$1.93M 39,233 +4,580 +13%
DWM
25
Destination Wealth Management
California
$1.89M 38,451 +20,612 +116%
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