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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

169 hedge funds and large institutions have $687M invested in Schwab US Large-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
4.51%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
24
Increased
65
Reduced
60
Closed
22
Calls
$462K
Puts
–
Net Calls
+$462K
Net Calls Change
+$462K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$229M
2
FMP
2
Financial Management Professionals
Texas
$26.6M
3
KF
3
Krilogy Financial
Missouri
$22.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$3.52M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.4M
3
AA
3
Apriem Advisors
California
$339K
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$447K
5
PMG
5
ProVise Management Group
Florida
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
76
Hartline Investment Corp
Illinois
$824K +$106K +16,232 +15%
TF
77
Trutina Financial
Washington
$803K +$95.4K +14,568 +13%
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$721K -$88.7K -13,536 -11%
US Bancorp
79
US Bancorp
Minnesota
$705K -$140K -21,376 -17%
EWM
80
Edge Wealth Management
New York
$676K +$129K +19,664 +24%
SWM
81
SVA Wealth Management
Wisconsin
$670K -$93.4K -14,248 -12%
GHA
82
GW Henssler & Associates
Georgia
$670K +$9.49K +1,448 +1%
EK
83
Evensky & Katz
Florida
$616K -$106K -16,136 -15%
Millennium Management
84
Millennium Management
New York
$610K -$94.4K -14,416 -13%
AF
85
Aldebaran Financial
$608K -$102K -15,584 -14%
S
86
SignatureFD
Georgia
$599K -$47.2K -7,192 -7%
FNBOO
87
First National Bank of Omaha
Nebraska
$587K – – –
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$586K -$401K -61,120 -41%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$586K -$16.5K -2,520 -3%
WA
90
Wealth Architects
California
$574K -$7.28K -1,112 -1%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$565K +$49K +7,456 +9%
ICOA
92
Investment Centers of America
North Dakota
$557K -$7.26K -1,104 -1%
FA
93
FC Advisory
Pennsylvania
$534K +$102K +15,600 +24%
RFA
94
Reilly Financial Advisors
California
$525K +$145K +22,128 +38%
TYCC
95
Texas Yale Capital Corp
Florida
$522K +$522K +79,600 New
TWA
96
TCI Wealth Advisors
Arizona
$485K – – –
FA
97
FDx Advisors
Illinois
$456K +$456K +69,656 New
VDI
98
Vaughan David Investments
Illinois
$449K -$10.5K -1,600 -2%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$447K -$6.87M -1,049,928 -94%
MFS
100
MSI Financial Services
Massachusetts
$435K +$196K +29,968 +82%
2 3
4
5 6