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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

142 hedge funds and large institutions have $528M invested in Schwab US Large-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
3.97%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.48%
New
21
Increased
64
Reduced
41
Closed
12
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$46K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.4M
2
LPL Financial
2
LPL Financial
California
$12.9M
3
Wells Fargo
3
Wells Fargo
California
$8.79M
4
UBS Group
4
UBS Group
Switzerland
$7.44M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$3.57M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$13.5M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.8M
3
AA
3
Apriem Advisors
California
$315K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFS
26
VSR Financial Services
Kansas
$4.15M +$773K +123,688 +23%
VFA
27
Voya Financial Advisors
Connecticut
$3.91M +$1.08M +176,576 +38%
MAS
28
Madden Advisory Services
Florida
$3.59M +$200K +32,064 +6%
JWA
29
JFS Wealth Advisors
Pennsylvania
$3.57M +$3.57M +570,696 New
FWM
30
Frontier Wealth Management
Missouri
$3.5M -$146K -23,304 -4%
NFG
31
Nadler Financial Group
Illinois
$3.39M +$463K +74,120 +16%
Jane Street
32
Jane Street
New York
$3.3M -$172K -27,512 -5%
Bank of America
33
Bank of America
North Carolina
$3.26M -$806K -128,976 -20%
GIA
34
GHP Investment Advisors
Colorado
$2.88M +$143K +22,960 +5%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$2.81M +$70.9K +11,352 +3%
SHJ
36
Sharkey, Howes & Javer
Colorado
$2.73M -$887K -136,384 -25%
SIA
37
Starfire Investment Advisers
Michigan
$2.56M -$64.5K -10,320 -2%
TCM
38
Tradewinds Capital Management
Washington
$2.54M +$248K +39,648 +11%
Goldman Sachs
39
Goldman Sachs
New York
$2.51M -$714K -114,376 -22%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$2.47M -$28.3K -4,224 -1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.36M -$36.4K -5,824 -2%
CP
42
Corbenic Partners
Pennsylvania
$2.24M +$882K +141,256 +65%
TRCT
43
Tower Research Capital (TRC)
New York
$2.22M +$2.22M +355,576 New
STMM
44
South Texas Money Management
Texas
$2.19M +$264K +42,256 +14%
CCM
45
Condor Capital Management
New Jersey
$2.11M +$257K +41,088 +14%
CWM
46
Concert Wealth Management
California
$2.04M +$1.12M +179,800 +120%
MIAN
47
Mariner Independent Advisor Network
Kansas
$2.03M -$3.55K -568 -0.2%
CMP
48
Courage Miller Partners
Virginia
$1.96M +$177K +28,368 +10%
CFMC
49
Curbstone Financial Management Corp
New Hampshire
$1.89M +$6.75K +1,080 +0.4%
IAS
50
IMA Advisory Services
Colorado
$1.8M -$39.7K -6,400 -2%
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