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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

129 hedge funds and large institutions have $386M invested in Schwab US Large-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
3.44%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
22
Increased
57
Reduced
38
Closed
8
Calls
$474K
Puts
–
Net Calls
+$474K
Net Calls Change
+$774K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.21M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$3.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.83M
5
SIA
5
Starfire Investment Advisers
Michigan
$2.83M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$80.6M
3
SFA
3
Sequoia Financial Advisors
Ohio
$1.12M
4
CWM
4
Cabot Wealth Management
Massachusetts
$1.87M
5
PMG
5
ProVise Management Group
Florida
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$80.6M 1,496,396 -106,451 -7%
MAM
2
Marquette Asset Management
Minnesota
$40.5M 751,038 -2,161 -0.3%
HCM
3
Hengehold Capital Management
Ohio
$25.4M 471,101 -3,874 -0.8%
UCFA
4
United Capital Financial Advisors
Texas
$14.5M 270,303 +7,418 +3%
FWP
5
FAS Wealth Partners
Kansas
$14M 260,368 +15,701 +6%
GAM
6
Gemmer Asset Management
California
$14M 259,025 +18,808 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.6M 215,063 +2,382 +1%
SAM
8
Summit Asset Management
Tennessee
$11.2M 207,620 -10,359 -5%
Chevy Chase Trust
9
Chevy Chase Trust
Maryland
$8.48M 157,400 -17,706 -10%
AA
10
Apriem Advisors
California
$7.45M 138,233 +9,405 +7%
VV
11
Valentine Ventures
Oregon
$7.11M 131,983 -3,696 -3%
NDSI
12
Newman Dignan & Sheerar Inc
Rhode Island
$6.86M 127,255 +4,386 +4%
SAMC
13
Spectrum Asset Management (California)
California
$6.66M 123,645 +50 +0%
OCM
14
One Capital Management
California
$6.32M 117,225 +641 +0.5%
Morgan Stanley
15
Morgan Stanley
New York
$5.83M 108,237 +57,230 +112%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.64M 104,640 +102,576 +4,970%
FPFS
17
First Personal Financial Services
North Carolina
$4.67M 86,627 -1,380 -2%
FWM
18
Frontier Wealth Management
Missouri
$4.25M 78,892 -15,431 -16%
LYV
19
Live Your Vision
Pennsylvania
$4.21M 78,152 +690 +0.9%
Citadel Advisors
20
Citadel Advisors
Florida
$4.21M 78,136 +78,136 New
UBS Group
21
UBS Group
Switzerland
$3.94M 73,160 +5,877 +9%
PMG
22
ProVise Management Group
Florida
$3.91M 72,484 -28,979 -29%
SHJ
23
Sharkey, Howes & Javer
Colorado
$3.66M 67,889 +67,889 New
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
$3.5M 64,946 +3 +0%
Goldman Sachs
25
Goldman Sachs
New York
$3.5M 64,909 -589 -0.9%
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