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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

170 hedge funds and large institutions have $816M invested in Schwab US Large-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
4.54%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
13
Increased
78
Reduced
55
Closed
10
Calls
$741K
Puts
$226K
Net Calls
+$515K
Net Calls Change
+$53K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$373M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$24M
3
Jane Street
3
Jane Street
New York
$7.01M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.82M
5
CCA
5
Clearwater Capital Advisors
Illinois
$1.58M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$298K
2
LPL Financial
2
LPL Financial
California
$14.4M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30M
4
GAM
4
Gemmer Asset Management
California
$9.54M
5
TCM
5
Tradewinds Capital Management
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$2.09M 39,857 +8,245 +26%
MIAN
52
Mariner Independent Advisor Network
Kansas
$2.08M 39,631 +8,658 +28%
CMP
53
Courage Miller Partners
Virginia
$2.07M 39,376 +1,011 +3%
BA
54
Bristlecone Advisors
Washington
$1.98M 37,762 +10,762 +40%
IAS
55
IMA Advisory Services
Colorado
$1.91M 36,324 -2,143 -6%
KLI
56
Kelman-Lazarov Inc
Tennessee
$1.81M 34,339 +2,539 +8%
SWM
57
Stockman Wealth Management
Montana
$1.68M 31,945 +1,143 +4%
MA
58
MUFG Americas
New York
$1.59M 30,334 +6,941 +30%
CCA
59
Clearwater Capital Advisors
Illinois
$1.58M 30,139 +30,139 New
VF
60
Virtu Financial
New York
$1.56M 29,788 +29,788 New
SPC
61
Sigma Planning Corp
Michigan
$1.54M 29,347 +4,453 +18%
DW
62
Domani Wealth
Pennsylvania
$1.5M 28,642 -689 -2%
BC
63
Bartlett & Co
Ohio
$1.46M 27,803 +2,057 +8%
SFSG
64
Stearns Financial Services Group
North Carolina
$1.32M 25,160 +955 +4%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.31M 24,968 +4,290 +21%
CA
66
Cambridge Advisors
Nebraska
$1.27M 24,175 +745 +3%
CWM
67
Cabot Wealth Management
Massachusetts
$1.17M 22,248 -931 -4%
AWMG
68
Alliance Wealth Management Group
New Jersey
$1.16M 22,113 -1,417 -6%
HIC
69
Hartline Investment Corp
Illinois
$1.06M 20,171 +4,446 +28%
TCM
70
Tradewinds Capital Management
Washington
$1.05M 19,918 -56,779 -74%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$1.05M 19,917 -188 -0.9%
PFM
72
Parsec Financial Management
North Carolina
$1.04M 19,757 +2,405 +14%
SWM
73
SVA Wealth Management
Wisconsin
$1.04M 19,773 +6,999 +55%
SGAM
74
Steinberg Global Asset Management
Florida
$1.04M 19,731 +2,056 +12%
JFG
75
JMG Financial Group
Illinois
$962K 18,326 -1,953 -10%
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