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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

115 hedge funds and large institutions have $359M invested in Schwab US Large-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
115
Holders Change
+33
Holders Change %
+40.24%
% of All Funds
3.07%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
36
Increased
50
Reduced
20
Closed
2
Calls
$202K
Puts
$502K
Net Calls
-$300K
Net Calls Change
-$142K

Top Buyers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$9.07M
2
PFG
2
Piershale Financial Group
Illinois
$14.2M
3
VV
3
Valentine Ventures
Oregon
$7.03M
4
SAMC
4
Spectrum Asset Management (California)
California
$6.4M
5
FWM
5
Frontier Wealth Management
Missouri
$4.89M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$5.26M
2
DWM
2
Destination Wealth Management
California
$424K
3
Jane Street
3
Jane Street
New York
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.78M
5
MAM
5
Marquette Asset Management
Minnesota
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$83M 1,602,847 +62,890 +4%
MAM
2
Marquette Asset Management
Minnesota
$39M 753,199 -19,438 -3%
HCM
3
Hengehold Capital Management
Ohio
$24.6M 474,975 -10,388 -2%
PFG
4
Piershale Financial Group
Illinois
$14.2M 274,799 +151,517 +123%
UCFA
5
United Capital Financial Advisors
Texas
$13.6M 262,885 +67,777 +35%
FWP
6
FAS Wealth Partners
Kansas
$12.7M 244,667 +14,717 +6%
GAM
7
Gemmer Asset Management
California
$12.4M 240,217 -3,332 -1%
SAM
8
Summit Asset Management
Tennessee
$11.3M 217,979 -1,189 -0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$11M 212,681 +67,034 +46%
Chevy Chase Trust
10
Chevy Chase Trust
Maryland
$9.07M 175,106 +175,106 New
VV
11
Valentine Ventures
Oregon
$7.03M 135,679 +135,679 New
AA
12
Apriem Advisors
California
$6.67M 128,828 +68,358 +113%
SAMC
13
Spectrum Asset Management (California)
California
$6.4M 123,595 +123,595 New
OCM
14
One Capital Management
California
$6.04M 116,584 +4,034 +4%
PMG
15
ProVise Management Group
Florida
$5.26M 101,463 -33,447 -25%
FWM
16
Frontier Wealth Management
Missouri
$4.89M 94,323 +94,323 New
FPFS
17
First Personal Financial Services
North Carolina
$4.56M 88,007 +88,007 New
LYV
18
Live Your Vision
Pennsylvania
$3.95M 77,462 +821 +1%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$3.77M 72,798 +72,798 New
TCM
20
Tradewinds Capital Management
Washington
$3.72M 71,796 +6,690 +10%
SFA
21
Sequoia Financial Advisors
Ohio
$3.7M 71,376 -357 -0.5%
UBS Group
22
UBS Group
Switzerland
$3.49M 67,283 +67,283 New
CWM
23
Cabot Wealth Management
Massachusetts
$3.41M 65,924 -4,325 -6%
Goldman Sachs
24
Goldman Sachs
New York
$3.39M 65,498 +573 +0.9%
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$3.36M 64,943 -2,409 -4%
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