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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

167 hedge funds and large institutions have $630M invested in Schwab US Large-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
4.39%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.47%
New
37
Increased
65
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$167M
2
LPL Financial
2
LPL Financial
California
$27.3M
3
PFG
3
Piershale Financial Group
Illinois
$12.5M
4
AA
4
Apriem Advisors
California
$9.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.21M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
FMP
2
Financial Management Professionals
Texas
$2K
3
Wells Fargo
3
Wells Fargo
California
$1.21M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M
5
UBS Group
5
UBS Group
Switzerland
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Concert Wealth Management
California
$2.1M -$76.6K -11,608 -4%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$2.03M -$400K -60,544 -16%
IAS
53
IMA Advisory Services
Colorado
$1.96M +$58.8K +8,968 +3%
VF
54
Virtu Financial
New York
$1.95M +$646K +97,904 +50%
MIAN
55
Mariner Independent Advisor Network
Kansas
$1.87M -$273K -41,264 -13%
TRCT
56
Tower Research Capital (TRC)
New York
$1.86M -$493K -74,600 -21%
SPC
57
Sigma Planning Corp
Michigan
$1.83M +$128K +19,424 +8%
Allianz Asset Management
58
Allianz Asset Management
Germany
$1.82M +$1.82M +275,864 New
AIG
59
American International Group
New York
$1.77M -$5.44K -824 -0.3%
Ameriprise
60
Ameriprise
Minnesota
$1.72M -$250K -36,664 -13%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.64M +$47.5K +7,192 +3%
CA
62
Capital Advantage
California
$1.63M -$119K -17,976 -7%
CWM
63
Cabot Wealth Management
Massachusetts
$1.6M -$46.9K -7,096 -3%
JFG
64
JMG Financial Group
Illinois
$1.59M -$19.5K -2,960 -1%
SWM
65
Stockman Wealth Management
Montana
$1.57M +$111K +16,808 +8%
SWP
66
Stratos Wealth Partners
Ohio
$1.55M +$306K +46,336 +25%
DW
67
Domani Wealth
Pennsylvania
$1.46M +$1.46M +221,496 New
SFSG
68
Stearns Financial Services Group
North Carolina
$1.42M +$46.9K +7,104 +3%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.36M +$1.36M +205,792 New
AWMG
70
Alliance Wealth Management Group
New Jersey
$1.36M +$1.36M +205,864 New
Wells Fargo
71
Wells Fargo
California
$1.21M -$8.07M -1,223,104 -87%
CA
72
Cambridge Advisors
Nebraska
$1.18M +$41.9K +6,344 +4%
WAM
73
Wealthspire Advisors (Maryland)
Maryland
$994K +$994K +150,496 New
MA
74
MUFG Americas
New York
$980K +$222K +33,600 +29%
LRPA
75
L. Roy Papp & Associates
Arizona
$918K -$1.96K -296 -0.2%
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