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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

181 hedge funds and large institutions have $907M invested in Schwab US Large-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
26
Increased
69
Reduced
60
Closed
13
Calls
$351K
Puts
$399K
Net Calls
-$48K
Net Calls Change
-$563K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$421M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$11.5M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$5.28M
4
KF
4
Krilogy Financial
Missouri
$29.4M
5
AG
5
Appleton Group
Wisconsin
$2.76M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$265K
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.7M
3
Bank of America
3
Bank of America
North Carolina
$2.56M
4
VF
4
Virtu Financial
New York
$0
5
FWP
5
FAS Wealth Partners
Kansas
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.31M 95,660 -15,474 -14%
ECML
27
Eagle Capital Management (Louisiana)
Louisiana
$5.28M 95,124 +95,124 New
LA
28
LVW Advisors
New York
$5.14M 92,635 -10,092 -10%
LYV
29
Live Your Vision
Pennsylvania
$4.98M 89,772 -3,015 -3%
GIA
30
GHP Investment Advisors
Colorado
$4.82M 86,846 +3,196 +4%
NFG
31
Nadler Financial Group
Illinois
$4.69M 84,574 +2,359 +3%
JWA
32
JFS Wealth Advisors
Pennsylvania
$4.53M 81,625 +4,243 +5%
FPFS
33
First Personal Financial Services
North Carolina
$4.46M 80,314 -1,147 -1%
Mariner
34
Mariner
Kansas
$4.3M 77,439 -1,468 -2%
CFMC
35
Curbstone Financial Management Corp
New Hampshire
$4.14M 74,653 -2,160 -3%
MAS
36
Madden Advisory Services
Florida
$3.8M 68,514 +872 +1%
UBS Group
37
UBS Group
Switzerland
$3.65M 65,709 -279 -0.4%
VV
38
Valentine Ventures
Oregon
$3.62M 65,241 -2,158 -3%
STMM
39
South Texas Money Management
Texas
$3.55M 64,021 +2,815 +5%
HB
40
Homrich & Berg
Georgia
$3.04M 54,861 +4,865 +10%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$2.97M 53,494 -987 -2%
SIA
42
Starfire Investment Advisers
Michigan
$2.83M 51,004 +315 +0.6%
Goldman Sachs
43
Goldman Sachs
New York
$2.77M 50,000 -662 -1%
AG
44
Appleton Group
Wisconsin
$2.76M 49,753 +49,753 New
FWM
45
Frontier Wealth Management
Missouri
$2.62M 47,257 -10,496 -18%
Bank of America
46
Bank of America
North Carolina
$2.56M 46,177 -28,910 -39%
CP
47
Corbenic Partners
Pennsylvania
$2.41M 43,376 +1,757 +4%
CCM
48
Condor Capital Management
New Jersey
$2.38M 42,848 -298 -0.7%
CWM
49
Concert Wealth Management
California
$2.35M 42,255 +111 +0.3%
MA
50
MUFG Americas
New York
$2.32M 41,724 +11,390 +38%
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