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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

167 hedge funds and large institutions have $630M invested in Schwab US Large-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
4.39%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.47%
New
37
Increased
65
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$167M
2
LPL Financial
2
LPL Financial
California
$27.3M
3
PFG
3
Piershale Financial Group
Illinois
$12.5M
4
AA
4
Apriem Advisors
California
$9.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.21M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
FMP
2
Financial Management Professionals
Texas
$2K
3
Wells Fargo
3
Wells Fargo
California
$1.21M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M
5
UBS Group
5
UBS Group
Switzerland
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
76
Steinberg Global Asset Management
Florida
$900K 136,280 +2,832 +2%
BAC
77
Boys Arnold & Co
North Carolina
$872K 132,112 +66,056 +100%
US Bancorp
78
US Bancorp
Minnesota
$851K 128,976 -14,600 -10%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$816K 123,576 -8,320 -6%
BC
80
Bartlett & Co
Ohio
$814K 123,200 +13,824 +13%
SS
81
Simplicity Solutions
Minnesota
$795K 120,368 +120,368 New
HB
82
Homrich & Berg
Georgia
$777K 117,632 +117,632 New
SWM
83
SVA Wealth Management
Wisconsin
$769K 116,440 +16,928 +17%
UB
84
UMB Bank
Missouri
$737K 111,600 +21,264 +24%
EK
85
Evensky & Katz
Florida
$728K 110,240 -576 -0.5%
HIC
86
Hartline Investment Corp
Illinois
$724K 109,568 +109,568 New
TF
87
Trutina Financial
Washington
$714K 108,048 -768 -0.7%
Millennium Management
88
Millennium Management
New York
$710K 107,560 -84,096 -44%
AF
89
Aldebaran Financial
$708K 108,432 +16 +0%
GHA
90
GW Henssler & Associates
Georgia
$666K 100,800 -33,632 -25%
S
91
SignatureFD
Georgia
$651K 98,560 -3,024 -3%
PFM
92
Parsec Financial Management
North Carolina
$615K 93,056 +1,896 +2%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$607K 91,880 +91,880 New
WA
94
Wealth Architects
California
$586K 88,752 -7,088 -7%
ICOA
95
Investment Centers of America
North Dakota
$570K 85,792 +7,416 +9%
EWM
96
Edge Wealth Management
New York
$554K 83,448 -2,920 -3%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$519K 78,576 +76,240 +3,264%
CG
98
Colony Group
Massachusetts
$514K 77,880 +77,880 New
TWA
99
TCI Wealth Advisors
Arizona
$489K 74,088 – –
VDI
100
Vaughan David Investments
Illinois
$463K 70,072 -15,200 -18%
2 3
4
5 6