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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 Market Value Shares Shares
Change 		Shares
Change %
WCM
101
Westend Capital Management
California
$282K 42,672 – –
BTS
102
BB&T Securities
Virginia
$280K 44,920 +808 +2%
CDIA
103
Capital Directions Investment Advisors
Georgia
$262K 41,904 – –
CFA
104
Cahill Financial Advisors
Minnesota
$252K 40,248 +40,248 New
ICAS
105
Investors Capital Advisory Services
Massachusetts
$242K 38,840 +5,360 +16%
ZIM
106
Zacks Investment Management
Illinois
$223K 35,648 -6,184 -15%
VKH
107
Virtu KCG Holdings
New York
$220K 35,256 +35,256 New
SA
108
Strategic Advisors
New York
$210K 33,632 +33,632 New
GC
109
Garde Capital
Washington
$205K 32,848 +32,848 New
SA
110
SRH Advisors
Kansas
$142K 22,760 +22,760 New
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$140K 22,432 +64 +0.3%
HCMT
112
Highland Capital Management (Tennessee)
Tennessee
$133K 21,280 – –
RIA
113
Regal Investment Advisors
Michigan
$120K 19,344 +12,288 +174%
IF
114
Ironwood Financial
Arizona
$103K 16,464 +1,320 +9%
RCG
115
Ruggie Capital Group
Florida
$101K 14,976 +1,960 +15%
CCS
116
Crosspoint Capital Strategies
California
$100K 15,992 -1,672 -9%
DAM
117
Delta Asset Management
Tennessee
$90K 14,440 – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$72K 11,544 – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$68K 10,800 -5,440 -33%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$62K 9,864 -1,256 -11%
Citigroup
121
Citigroup
New York
$57K 9,064 +5,936 +190%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$57K 9,152 +9,152 New
CK
123
Carnick & Kubik
Colorado
$27K 4,320 +4,320 New
BWA
124
Burt Wealth Advisors
Maryland
$23K 3,736 +1,776 +91%
VIA
125
Vantage Investment Advisors
Pennsylvania
$20K 3,128 -6,824 -69%
3 4
5
6 7