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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

133 hedge funds and large institutions have $416M invested in Schwab US Large-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
3.59%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
12
Increased
67
Reduced
39
Closed
6
Calls
$644K
Puts
$435K
Net Calls
+$209K
Net Calls Change
-$265K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$41.9M
2
VFS
2
VSR Financial Services
Kansas
$3.63M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.57M
4
Jane Street
4
Jane Street
New York
$3.72M
5
Bank of America
5
Bank of America
North Carolina
$4.37M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$65.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
MAM
5
Marquette Asset Management
Minnesota
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
51
LVW Advisors
New York
$1.38M 205,464 +10,848 +6%
SWM
52
Stockman Wealth Management
Montana
$1.37M 204,264 +17,000 +9%
Mariner
53
Mariner
Kansas
$1.34M 200,016 -61,864 -24%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$1.19M 176,616 +40,760 +30%
SPC
55
Sigma Planning Corp
Michigan
$1.17M 173,976 +18,328 +12%
CA
56
Capital Advantage
California
$1.14M 170,400 +56,536 +50%
AIG
57
American International Group
New York
$1.03M 152,872 +25,672 +20%
Millennium Management
58
Millennium Management
New York
$1.01M 151,040 +14,344 +10%
CWM
59
Concert Wealth Management
California
$1.01M 149,440 +149,440 New
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$969K 144,464 -9,224 -6%
LRPA
61
L. Roy Papp & Associates
Arizona
$925K 137,840 +10,136 +8%
CA
62
Cambridge Advisors
Nebraska
$906K 135,104 +6,984 +5%
US Bancorp
63
US Bancorp
Minnesota
$903K 134,616 +448 +0.3%
VF
64
Virtu Financial
New York
$886K 132,136 +132,136 New
HIC
65
Hartline Investment Corp
Illinois
$883K 131,680 +1,160 +0.9%
SG Americas Securities
66
SG Americas Securities
New York
$795K 118,432 -1,600 -1%
GHA
67
GW Henssler & Associates
Georgia
$783K 116,720 +49,056 +72%
TF
68
Trutina Financial
Washington
$780K 116,224 +66,272 +133%
EK
69
Evensky & Katz
Florida
$770K 114,872 -1,520 -1%
SGAM
70
Steinberg Global Asset Management
Florida
$767K 114,328 +3,424 +3%
CAN
71
Cetera Advisor Networks
California
$723K 107,360 – –
BC
72
Bartlett & Co
Ohio
$719K 107,144 +52,704 +97%
S
73
SignatureFD
Georgia
$688K 102,496 -792 -0.8%
SWM
74
SVA Wealth Management
Wisconsin
$668K 99,512 +23,376 +31%
WA
75
Wealth Architects
California
$643K 95,840 – –
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3
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