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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

142 hedge funds and large institutions have $528M invested in Schwab US Large-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
3.97%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.48%
New
21
Increased
64
Reduced
41
Closed
12
Calls
$255K
Puts
–
Net Calls
+$255K
Net Calls Change
+$46K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$10.4M
2
LPL Financial
2
LPL Financial
California
$12.9M
3
Wells Fargo
3
Wells Fargo
California
$8.79M
4
UBS Group
4
UBS Group
Switzerland
$7.44M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$3.57M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$13.5M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.8M
3
AA
3
Apriem Advisors
California
$315K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
ECML
5
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
76
Trutina Financial
Washington
$680K -$46.3K -7,408 -6%
AF
77
Aldebaran Financial
$677K +$677K +108,416 New
Citadel Advisors
78
Citadel Advisors
Florida
$650K +$650K +104,008 New
S
79
SignatureFD
Georgia
$635K -$5.7K -912 -0.9%
SWM
80
SVA Wealth Management
Wisconsin
$622K – – –
WA
81
Wealth Architects
California
$599K – – –
PFM
82
Parsec Financial Management
North Carolina
$570K +$142K +22,680 +33%
UB
83
UMB Bank
Missouri
$564K +$564K +90,336 New
EWM
84
Edge Wealth Management
New York
$534K +$70.7K +11,432 +15%
VDI
85
Vaughan David Investments
Illinois
$533K -$12.5K -2,000 -2%
ICOA
86
Investment Centers of America
North Dakota
$485K +$11K +1,784 +2%
FANJ
87
Financial Architects (New Jersey)
New Jersey
$478K +$20.1K +3,208 +4%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$471K +$11.3K +1,808 +2%
TWA
89
TCI Wealth Advisors
Arizona
$463K – – –
BAC
90
Boys Arnold & Co
North Carolina
$413K – – –
FA
91
FC Advisory
Pennsylvania
$406K +$406K +65,008 New
DWM
92
Destination Wealth Management
California
$403K -$131K -21,040 -25%
OC
93
Oarsman Capital
Wisconsin
$373K +$120K +19,184 +47%
MA
94
MCF Advisors
Kentucky
$351K +$110K +17,576 +46%
Creative Planning
95
Creative Planning
Kansas
$339K +$339K +54,280 New
AA
96
Apriem Advisors
California
$315K -$6.6M -1,057,896 -95%
MCC
97
Mid Continent Capital
Illinois
$305K +$305K +48,800 New
SFA
98
Sequoia Financial Advisors
Ohio
$302K -$122K -19,520 -29%
VNA
99
Valley National Advisers
Pennsylvania
$294K -$41.4K -6,616 -12%
RFA
100
Reilly Financial Advisors
California
$283K +$3.3K +528 +1%
2 3
4
5 6