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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

181 hedge funds and large institutions have $907M invested in Schwab US Large-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
26
Increased
69
Reduced
60
Closed
13
Calls
$351K
Puts
$399K
Net Calls
-$48K
Net Calls Change
-$563K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$421M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$11.5M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$5.28M
4
KF
4
Krilogy Financial
Missouri
$29.4M
5
AG
5
Appleton Group
Wisconsin
$2.76M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$265K
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.7M
3
Bank of America
3
Bank of America
North Carolina
$2.56M
4
VF
4
Virtu Financial
New York
$0
5
FWP
5
FAS Wealth Partners
Kansas
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TH
51
Timber Hill
Connecticut
$2.3M 41,520 +41,520 New
CMP
52
Courage Miller Partners
Virginia
$2.21M 39,826 +450 +1%
SWP
53
Stratos Wealth Partners
Ohio
$2.03M 36,634 -3,223 -8%
IAS
54
IMA Advisory Services
Colorado
$1.99M 35,850 -474 -1%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.98M 35,682 +28,208 +377%
KLI
56
Kelman-Lazarov Inc
Tennessee
$1.95M 35,449 +1,110 +3%
PAG
57
Pinnacle Advisory Group
Maryland
$1.91M 34,910 +34,910 New
BA
58
Bristlecone Advisors
Washington
$1.88M 33,893 -3,869 -10%
AWMG
59
Alliance Wealth Management Group
New Jersey
$1.85M 33,396 +11,283 +51%
SPC
60
Sigma Planning Corp
Michigan
$1.78M 32,034 +2,687 +9%
MIAN
61
Mariner Independent Advisor Network
Kansas
$1.76M 31,627 -8,004 -20%
SWM
62
Stockman Wealth Management
Montana
$1.72M 30,917 -1,028 -3%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.67M 30,027 +5,059 +20%
CCA
64
Clearwater Capital Advisors
Illinois
$1.66M 30,179 +40 +0.1%
AFG
65
Albion Financial Group
Utah
$1.57M 28,202 +28,202 New
PV
66
Private Vista
Illinois
$1.51M 27,572 +27,572 New
BC
67
Bartlett & Co
Ohio
$1.48M 26,578 -1,225 -4%
HIC
68
Hartline Investment Corp
Illinois
$1.43M 25,783 +5,612 +28%
SFSG
69
Stearns Financial Services Group
North Carolina
$1.41M 25,451 +291 +1%
PFM
70
Parsec Financial Management
North Carolina
$1.37M 24,618 +4,861 +25%
GWA
71
Guidant Wealth Advisors
Illinois
$1.35M 24,454 +24,454 New
CA
72
Cambridge Advisors
Nebraska
$1.35M 24,253 +78 +0.3%
Wells Fargo
73
Wells Fargo
California
$1.23M 22,191 +3,977 +22%
CWM
74
Cabot Wealth Management
Massachusetts
$1.19M 21,499 -749 -3%
DW
75
Domani Wealth
Pennsylvania
$1.19M 21,476 -7,166 -25%
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