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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

169 hedge funds and large institutions have $687M invested in Schwab US Large-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 22 closing their positions.

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
4.51%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
24
Increased
65
Reduced
60
Closed
22
Calls
$462K
Puts
–
Net Calls
+$462K
Net Calls Change
+$462K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$229M
2
FMP
2
Financial Management Professionals
Texas
$26.6M
3
KF
3
Krilogy Financial
Missouri
$22.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$3.52M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.4M
3
AA
3
Apriem Advisors
California
$339K
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$447K
5
PMG
5
ProVise Management Group
Florida
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Capital Advantage
California
$1.84M 280,800 +33,504 +14%
SBL
52
Sargent Bickham Lagudis
Colorado
$1.72M 262,200 +262,200 New
KLI
53
Kelman-Lazarov Inc
Tennessee
$1.68M 254,400 +254,400 New
SWP
54
Stratos Wealth Partners
Ohio
$1.66M 252,896 +17,920 +8%
MIAN
55
Mariner Independent Advisor Network
Kansas
$1.62M 247,784 -35,832 -13%
SWM
56
Stockman Wealth Management
Montana
$1.62M 246,416 +9,064 +4%
DW
57
Domani Wealth
Pennsylvania
$1.54M 234,648 +13,152 +6%
BA
58
Bristlecone Advisors
Washington
$1.42M 216,000 +216,000 New
BC
59
Bartlett & Co
Ohio
$1.35M 205,968 +82,768 +67%
SPC
60
Sigma Planning Corp
Michigan
$1.31M 199,152 -78,256 -28%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.27M 194,080 -11,712 -6%
SFSG
62
Stearns Financial Services Group
North Carolina
$1.27M 193,640 -21,256 -10%
AWMG
63
Alliance Wealth Management Group
New Jersey
$1.23M 188,240 -17,624 -9%
CA
64
Cambridge Advisors
Nebraska
$1.23M 187,440 +9,112 +5%
MA
65
MUFG Americas
New York
$1.23M 187,144 +38,696 +26%
CWM
66
Cabot Wealth Management
Massachusetts
$1.22M 185,432 -56,248 -23%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.08M 165,424 -294,112 -64%
JFG
68
JMG Financial Group
Illinois
$1.06M 162,232 -78,424 -33%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.05M 160,840 -147,216 -48%
SGAM
70
Steinberg Global Asset Management
Florida
$927K 141,400 +5,120 +4%
LRPA
71
L. Roy Papp & Associates
Arizona
$918K 140,144 +1,120 +0.8%
PFM
72
Parsec Financial Management
North Carolina
$910K 138,816 +45,760 +49%
BCI
73
Brinker Capital Investments
Pennsylvania
$886K 135,232 -113,264 -46%
UB
74
UMB Bank
Missouri
$883K 134,824 +23,224 +21%
Wells Fargo
75
Wells Fargo
California
$861K 131,320 -52,120 -28%
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