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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

142 hedge funds and large institutions have $528M invested in Schwab US Large-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
3.97%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.48%
New
21
Increased
64
Reduced
41
Closed
12
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$46K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.4M
2
LPL Financial
2
LPL Financial
California
$12.9M
3
Wells Fargo
3
Wells Fargo
California
$8.79M
4
UBS Group
4
UBS Group
Switzerland
$7.44M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$3.57M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$13.5M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.8M
3
AA
3
Apriem Advisors
California
$315K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$1.77M +$662K +105,880 +60%
Ameriprise
52
Ameriprise
Minnesota
$1.72M +$450K +75,624 +35%
AIG
53
American International Group
New York
$1.68M +$720K +115,168 +75%
CA
54
Capital Advantage
California
$1.66M +$593K +94,872 +56%
SPC
55
Sigma Planning Corp
Michigan
$1.61M +$525K +84,008 +48%
CAN
56
Cetera Advisor Networks
California
$1.59M +$924K +148,240 +138%
CWM
57
Cabot Wealth Management
Massachusetts
$1.55M -$56.6K -9,056 -4%
JFG
58
JMG Financial Group
Illinois
$1.52M -$15.6K -2,504 -1%
BCI
59
Brinker Capital Investments
Pennsylvania
$1.51M -$94.6K -15,136 -6%
Mariner
60
Mariner
Kansas
$1.49M +$244K +39,024 +20%
SWM
61
Stockman Wealth Management
Montana
$1.38M +$102K +16,280 +8%
CCM
62
Covington Capital Management
California
$1.33M +$1.33M +212,400 New
SFSG
63
Stearns Financial Services Group
North Carolina
$1.3M -$58.2K -9,312 -4%
VF
64
Virtu Financial
New York
$1.24M +$410K +65,568 +50%
Millennium Management
65
Millennium Management
New York
$1.2M +$254K +40,616 +27%
SWP
66
Stratos Wealth Partners
Ohio
$1.18M +$582K +93,064 +97%
CA
67
Cambridge Advisors
Nebraska
$1.07M +$230K +36,880 +27%
US Bancorp
68
US Bancorp
Minnesota
$897K +$56K +8,960 +7%
LRPA
69
L. Roy Papp & Associates
Arizona
$870K +$9.24K +1,480 +1%
GHA
70
GW Henssler & Associates
Georgia
$840K +$111K +17,712 +15%
SGAM
71
Steinberg Global Asset Management
Florida
$834K +$119K +19,120 +17%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$824K -$78.5K -12,568 -9%
MA
73
MUFG Americas
New York
$718K +$173K +27,728 +32%
EK
74
Evensky & Katz
Florida
$692K -$25.3K -4,056 -4%
BC
75
Bartlett & Co
Ohio
$683K +$13.9K +2,232 +2%
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3
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