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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

170 hedge funds and large institutions have $816M invested in Schwab US Large-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
4.54%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
13
Increased
78
Reduced
55
Closed
10
Calls
$741K
Puts
$226K
Net Calls
+$515K
Net Calls Change
+$53K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$373M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$24M
3
Jane Street
3
Jane Street
New York
$7.01M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.82M
5
CCA
5
Clearwater Capital Advisors
Illinois
$1.58M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$298K
2
LPL Financial
2
LPL Financial
California
$14.4M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30M
4
GAM
4
Gemmer Asset Management
California
$9.54M
5
TCM
5
Tradewinds Capital Management
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Covington Capital Management
California
$4.89M 93,254 +27,784 +42%
LYV
27
Live Your Vision
Pennsylvania
$4.87M 92,787 +3,521 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.82M 91,857 +67,597 +279%
Ameriprise
29
Ameriprise
Minnesota
$4.67M 87,868 +20,516 +30%
GIA
30
GHP Investment Advisors
Colorado
$4.39M 83,650 +6,407 +8%
NFG
31
Nadler Financial Group
Illinois
$4.31M 82,215 +3,781 +5%
FPFS
32
First Personal Financial Services
North Carolina
$4.27M 81,461 -1,264 -2%
Mariner
33
Mariner
Kansas
$4.14M 78,907 -4,872 -6%
JWA
34
JFS Wealth Advisors
Pennsylvania
$4.06M 77,382 +6,296 +9%
CFMC
35
Curbstone Financial Management Corp
New Hampshire
$4.03M 76,813 -5,860 -7%
Bank of America
36
Bank of America
North Carolina
$3.94M 75,087 -14,155 -16%
MAS
37
Madden Advisory Services
Florida
$3.55M 67,642 -1,832 -3%
VV
38
Valentine Ventures
Oregon
$3.54M 67,399 -379 -0.6%
CAN
39
Cetera Advisor Networks
California
$3.51M 66,883 +6,265 +10%
UBS Group
40
UBS Group
Switzerland
$3.46M 65,988 +10,219 +18%
STMM
41
South Texas Money Management
Texas
$3.21M 61,206 +6,974 +13%
FWM
42
Frontier Wealth Management
Missouri
$3.03M 57,753 -6,384 -10%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$2.86M 54,481 -209 -0.4%
SBL
44
Sargent Bickham Lagudis
Colorado
$2.76M 52,583 +19,808 +60%
SIA
45
Starfire Investment Advisers
Michigan
$2.66M 50,689 +264 +0.5%
Goldman Sachs
46
Goldman Sachs
New York
$2.66M 50,662 +596 +1%
HB
47
Homrich & Berg
Georgia
$2.62M 49,996 +5,309 +12%
CCM
48
Condor Capital Management
New Jersey
$2.26M 43,146 +1,356 +3%
CWM
49
Concert Wealth Management
California
$2.21M 42,144 +617 +1%
CP
50
Corbenic Partners
Pennsylvania
$2.18M 41,619 -7,613 -15%
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