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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

133 hedge funds and large institutions have $416M invested in Schwab US Large-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
3.59%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
12
Increased
67
Reduced
39
Closed
6
Calls
$644K
Puts
$435K
Net Calls
+$209K
Net Calls Change
-$265K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$41.9M
2
VFS
2
VSR Financial Services
Kansas
$3.63M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.57M
4
Jane Street
4
Jane Street
New York
$3.72M
5
Bank of America
5
Bank of America
North Carolina
$4.37M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$65.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
MAM
5
Marquette Asset Management
Minnesota
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
26
Madden Advisory Services
Florida
$3.64M +$238K +35,512 +7%
VFS
27
VSR Financial Services
Kansas
$3.63M +$2.55M +380,560 +238%
Goldman Sachs
28
Goldman Sachs
New York
$3.47M -$16.2K -2,416 -0.5%
NFG
29
Nadler Financial Group
Illinois
$3.14M +$919K +137,024 +41%
VFA
30
Voya Financial Advisors
Connecticut
$3.08M +$1.55M +232,432 +101%
GIA
31
GHP Investment Advisors
Colorado
$2.99M +$178K +26,016 +6%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$2.94M -$546K -81,464 -16%
SIA
33
Starfire Investment Advisers
Michigan
$2.82M +$4.83K +720 +0.2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.57M +$2.37M +353,576 +1,180%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$2.5M -$27.7K -4,136 -1%
TCM
36
Tradewinds Capital Management
Washington
$2.46M -$872K -129,968 -26%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.24M +$15.8K +2,352 +0.7%
MIAN
38
Mariner Independent Advisor Network
Kansas
$2.18M +$209K +31,080 +11%
STMM
39
South Texas Money Management
Texas
$2.07M +$60.1K +8,960 +3%
CFMC
40
Curbstone Financial Management Corp
New Hampshire
$2.02M +$56.9K +8,480 +3%
IAS
41
IMA Advisory Services
Colorado
$1.99M +$34.7K +5,176 +2%
CCM
42
Condor Capital Management
New Jersey
$1.99M +$14.3K +2,136 +0.7%
CMP
43
Courage Miller Partners
Virginia
$1.92M +$161K +23,984 +9%
ECML
44
Eagle Capital Management (Louisiana)
Louisiana
$1.75M +$40.7K +6,072 +2%
CWM
45
Cabot Wealth Management
Massachusetts
$1.73M -$135K -20,080 -7%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.72M -$24.8K -3,704 -1%
JFG
47
JMG Financial Group
Illinois
$1.65M -$2.15K -320 -0.1%
CP
48
Corbenic Partners
Pennsylvania
$1.46M +$740K +110,320 +103%
SFSG
49
Stearns Financial Services Group
North Carolina
$1.46M +$42.9K +6,400 +3%
Ameriprise
50
Ameriprise
Minnesota
$1.43M +$373K +55,456 +35%
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