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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

133 hedge funds and large institutions have $416M invested in Schwab US Large-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
3.59%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
12
Increased
67
Reduced
39
Closed
6
Calls
$644K
Puts
$435K
Net Calls
+$209K
Net Calls Change
-$265K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$41.9M
2
VFS
2
VSR Financial Services
Kansas
$3.63M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.57M
4
Jane Street
4
Jane Street
New York
$3.72M
5
Bank of America
5
Bank of America
North Carolina
$4.37M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$65.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
MAM
5
Marquette Asset Management
Minnesota
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$641K +$156K +23,288 +32%
VDI
77
Vaughan David Investments
Illinois
$585K +$359K +53,528 +159%
MA
78
MUFG Americas
New York
$584K +$193K +28,848 +50%
DWM
79
Destination Wealth Management
California
$574K +$157K +23,344 +37%
ICOA
80
Investment Centers of America
North Dakota
$514K -$7.52K -1,120 -1%
EWM
81
Edge Wealth Management
New York
$504K -$83.9K -12,480 -14%
TWA
82
TCI Wealth Advisors
Arizona
$497K +$368K +54,888 +286%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$494K +$99K +14,752 +25%
FANJ
84
Financial Architects (New Jersey)
New Jersey
$492K +$131K +19,440 +36%
PFM
85
Parsec Financial Management
North Carolina
$459K +$227K +33,920 +98%
SFA
86
Sequoia Financial Advisors
Ohio
$455K -$657K -97,960 -59%
BAC
87
Boys Arnold & Co
North Carolina
$443K – – –
Wells Fargo
88
Wells Fargo
California
$421K +$381K +56,752 +948%
VNA
89
Valley National Advisers
Pennsylvania
$360K -$2.15K -320 -0.6%
RFA
90
Reilly Financial Advisors
California
$301K +$226K +33,608 +300%
BTS
91
BB&T Securities
Virginia
$295K +$295K +44,112 New
WCM
92
Westend Capital Management
California
$284K +$23.3K +3,496 +9%
CDIA
93
Capital Directions Investment Advisors
Georgia
$281K -$17.4K -2,600 -6%
ZIM
94
Zacks Investment Management
Illinois
$281K +$35K +5,208 +14%
OC
95
Oarsman Capital
Wisconsin
$272K -$215 -32 -0.1%
AG
96
Appleton Group
Wisconsin
$271K +$7.3K +1,088 +3%
MA
97
MCF Advisors
Kentucky
$259K +$107K +15,960 +71%
GCA
98
Greenwood Capital Associates
South Carolina
$235K -$307K -45,840 -57%
ICAS
99
Investors Capital Advisory Services
Massachusetts
$224K +$749 +112 +0.3%
TH
100
Timber Hill
Connecticut
$205K -$201K -29,952 -49%
2 3
4
5 6