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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

169 hedge funds and large institutions have $687M invested in Schwab US Large-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 22 closing their positions.

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
4.51%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
24
Increased
65
Reduced
60
Closed
22
Calls
$462K
Puts
–
Net Calls
+$462K
Net Calls Change
+$462K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$229M
2
FMP
2
Financial Management Professionals
Texas
$26.6M
3
KF
3
Krilogy Financial
Missouri
$22.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$3.52M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.4M
3
AA
3
Apriem Advisors
California
$339K
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$447K
5
PMG
5
ProVise Management Group
Florida
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.42M 674,736 +278,112 +70%
Mariner
27
Mariner
Kansas
$4.39M 670,232 +108,224 +19%
FPFS
28
First Personal Financial Services
North Carolina
$4.34M 661,800 -31,464 -5%
CFMC
29
Curbstone Financial Management Corp
New Hampshire
$4.33M 661,384 +53,600 +9%
NFG
30
Nadler Financial Group
Illinois
$4.11M 627,472 +17,952 +3%
GIA
31
GHP Investment Advisors
Colorado
$4.05M 617,944 +89,744 +17%
TCM
32
Tradewinds Capital Management
Washington
$4.02M 613,576 +74,328 +14%
JWA
33
JFS Wealth Advisors
Pennsylvania
$3.73M 568,688 -6,224 -1%
MAS
34
Madden Advisory Services
Florida
$3.64M 555,792 -13,888 -2%
VV
35
Valentine Ventures
Oregon
$3.55M 542,224 -414,544 -43%
Ameriprise
36
Ameriprise
Minnesota
$3.52M 538,816 +286,728 +114%
CCM
37
Covington Capital Management
California
$3.43M 523,760 +151,880 +41%
FWM
38
Frontier Wealth Management
Missouri
$3.36M 513,096 -25,888 -5%
CAN
39
Cetera Advisor Networks
California
$3.18M 484,944 +22,288 +5%
UBS Group
40
UBS Group
Switzerland
$2.92M 446,152 -419,864 -48%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$2.87M 437,520 +720 +0.2%
STMM
42
South Texas Money Management
Texas
$2.84M 433,856 +21,400 +5%
SIA
43
Starfire Investment Advisers
Michigan
$2.64M 403,400 -17,680 -4%
Goldman Sachs
44
Goldman Sachs
New York
$2.62M 400,528 +528 +0.1%
CP
45
Corbenic Partners
Pennsylvania
$2.58M 393,856 +12,832 +3%
HB
46
Homrich & Berg
Georgia
$2.34M 357,496 +239,864 +204%
CCM
47
Condor Capital Management
New Jersey
$2.19M 334,320 +3,048 +0.9%
CWM
48
Concert Wealth Management
California
$2.17M 332,216 +14,584 +5%
CMP
49
Courage Miller Partners
Virginia
$2.01M 306,920 -12,112 -4%
IAS
50
IMA Advisory Services
Colorado
$1.99M 307,736 +8,536 +3%
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