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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

167 hedge funds and large institutions have $630M invested in Schwab US Large-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
4.39%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.47%
New
37
Increased
65
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$167M
2
LPL Financial
2
LPL Financial
California
$27.3M
3
PFG
3
Piershale Financial Group
Illinois
$12.5M
4
AA
4
Apriem Advisors
California
$9.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.21M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
FMP
2
Financial Management Professionals
Texas
$2K
3
Wells Fargo
3
Wells Fargo
California
$1.21M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M
5
UBS Group
5
UBS Group
Switzerland
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$5.18M +$1.74M +262,984 +50%
VFA
27
Voya Financial Advisors
Connecticut
$4.91M +$648K +97,232 +15%
LYV
28
Live Your Vision
Pennsylvania
$4.64M +$12.2K +1,840 +0.3%
FPFS
29
First Personal Financial Services
North Carolina
$4.58M -$60.8K -9,200 -1%
Jane Street
30
Jane Street
New York
$4.54M +$1.06M +160,376 +30%
NFG
31
Nadler Financial Group
Illinois
$4.03M +$444K +67,224 +12%
CFMC
32
Curbstone Financial Management Corp
New Hampshire
$4.01M +$2.02M +305,296 +101%
JWA
33
JFS Wealth Advisors
Pennsylvania
$3.8M +$27.8K +4,216 +0.7%
MAS
34
Madden Advisory Services
Florida
$3.76M -$36.1K -5,464 -1%
Mariner
35
Mariner
Kansas
$3.71M +$2.13M +322,968 +135%
TCM
36
Tradewinds Capital Management
Washington
$3.56M +$877K +132,816 +33%
FWM
37
Frontier Wealth Management
Missouri
$3.56M -$136K -20,632 -4%
GIA
38
GHP Investment Advisors
Colorado
$3.49M +$443K +67,024 +15%
CAN
39
Cetera Advisor Networks
California
$3.06M +$1.37M +207,056 +81%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.04M +$2.54M +384,120 +509%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$2.89M -$83.6K -12,656 -3%
SIA
42
Starfire Investment Advisers
Michigan
$2.78M +$72K +10,896 +3%
STMM
43
South Texas Money Management
Texas
$2.72M +$406K +61,488 +18%
SHJ
44
Sharkey, Howes & Javer
Colorado
$2.7M -$70.7K -10,704 -3%
Goldman Sachs
45
Goldman Sachs
New York
$2.64M -$16.4K -2,480 -0.6%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$2.62M +$754K +114,128 +40%
CP
47
Corbenic Partners
Pennsylvania
$2.52M +$148K +22,424 +6%
CCM
48
Covington Capital Management
California
$2.46M +$1.05M +159,480 +75%
CCM
49
Condor Capital Management
New Jersey
$2.19M -$41K -6,200 -2%
CMP
50
Courage Miller Partners
Virginia
$2.11M +$34K +5,144 +2%
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