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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

170 hedge funds and large institutions have $816M invested in Schwab US Large-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
4.54%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
13
Increased
78
Reduced
55
Closed
10
Calls
$741K
Puts
$226K
Net Calls
+$515K
Net Calls Change
+$53K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$373M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$24M
3
Jane Street
3
Jane Street
New York
$7.01M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.82M
5
CCA
5
Clearwater Capital Advisors
Illinois
$1.58M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$298K
2
LPL Financial
2
LPL Financial
California
$14.4M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30M
4
GAM
4
Gemmer Asset Management
California
$9.54M
5
TCM
5
Tradewinds Capital Management
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$956K 18,214 +1,799 +11%
TF
77
Trutina Financial
Washington
$913K 17,407 +2,080 +14%
UB
78
UMB Bank
Missouri
$859K 16,374 -479 -3%
FA
79
FDx Advisors
Illinois
$810K 15,431 +6,724 +77%
LRPA
80
L. Roy Papp & Associates
Arizona
$778K 14,833 -2,685 -15%
EWM
81
Edge Wealth Management
New York
$763K 14,563 +1,674 +13%
GHA
82
GW Henssler & Associates
Georgia
$763K 14,542 +1,761 +14%
US Bancorp
83
US Bancorp
Minnesota
$706K 13,450 – –
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$685K 13,046 -709 -5%
AF
85
Aldebaran Financial
$617K 11,607 +1 +0%
CA
86
Cetera Advisors
Colorado
$615K 11,793 +3,682 +45%
S
87
SignatureFD
Georgia
$601K 11,463 +42 +0.4%
ICOA
88
Investment Centers of America
North Dakota
$589K 11,206 +620 +6%
FNBOO
89
First National Bank of Omaha
Nebraska
$587K 11,191 – –
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$583K 11,107 -65 -0.6%
WA
91
Wealth Architects
California
$574K 10,955 – –
RFA
92
Reilly Financial Advisors
California
$544K 10,365 +349 +3%
BAC
93
Boys Arnold & Co
North Carolina
$539K 10,274 +10,274 New
FA
94
FC Advisory
Pennsylvania
$536K 10,219 +25 +0.2%
TYCC
95
Texas Yale Capital Corp
Florida
$522K 9,950 – –
MFS
96
MSI Financial Services
Massachusetts
$492K 9,374 +1,074 +13%
MA
97
MCF Advisors
Kentucky
$452K 8,615 +582 +7%
EK
98
Evensky & Katz
Florida
$439K 8,377 -3,386 -29%
Millennium Management
99
Millennium Management
New York
$436K 8,303 -3,340 -29%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$415K 7,925 -2,829 -26%
2 3
4
5 6