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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

181 hedge funds and large institutions have $907M invested in Schwab US Large-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 13 closing their positions.

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
4.84%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
26
Increased
69
Reduced
60
Closed
13
Calls
$351K
Puts
$399K
Net Calls
-$48K
Net Calls Change
-$563K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$421M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$11.5M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$5.28M
4
KF
4
Krilogy Financial
Missouri
$29.4M
5
AG
5
Appleton Group
Wisconsin
$2.76M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$265K
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.7M
3
Bank of America
3
Bank of America
North Carolina
$2.56M
4
VF
4
Virtu Financial
New York
$0
5
FWP
5
FAS Wealth Partners
Kansas
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
76
SVA Wealth Management
Wisconsin
$1.19M 21,378 +1,605 +8%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$1.19M 21,358 +1,441 +7%
TCM
78
Tradewinds Capital Management
Washington
$1.14M 20,451 +533 +3%
TF
79
Trutina Financial
Washington
$1.08M 19,445 +2,038 +12%
BTS
80
BB&T Securities
Virginia
$1.03M 18,634 +18,634 New
SGAM
81
Steinberg Global Asset Management
Florida
$1.02M 18,449 -1,282 -6%
JFG
82
JMG Financial Group
Illinois
$948K 17,094 -1,232 -7%
FA
83
FDx Advisors
Illinois
$916K 16,714 +1,283 +8%
UB
84
UMB Bank
Missouri
$908K 16,374 – –
FTUS
85
Flow Traders U.S.
New York
$886K 15,968 +15,968 New
GHA
86
GW Henssler & Associates
Georgia
$846K 15,254 +712 +5%
LRPA
87
L. Roy Papp & Associates
Arizona
$797K 14,368 -465 -3%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$790K 14,256 +14,256 New
EWM
89
Edge Wealth Management
New York
$729K 13,139 -1,424 -10%
US Bancorp
90
US Bancorp
Minnesota
$720K 12,982 -468 -3%
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$696K 12,535 -511 -4%
FNBOO
92
First National Bank of Omaha
Nebraska
$689K 12,414 +1,223 +11%
MFS
93
MSI Financial Services
Massachusetts
$658K 11,863 +2,489 +27%
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$657K 11,836 +729 +7%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$653K 11,798 +3,873 +49%
AF
96
Aldebaran Financial
$640K 11,609 +2 +0%
ICOA
97
Investment Centers of America
North Dakota
$597K 10,778 -428 -4%
BAC
98
Boys Arnold & Co
North Carolina
$570K 10,278 +4 +0%
MA
99
MCF Advisors
Kentucky
$569K 10,249 +1,634 +19%
FA
100
FC Advisory
Pennsylvania
$568K 10,233 +14 +0.1%
2 3
4
5 6