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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.

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 Market Value Shares Shares
Change 		Shares
Change %
DWM
101
Destination Wealth Management
California
$433K 65,616 – –
CA
102
Cetera Advisors
Colorado
$424K 64,888 +64,888 New
MA
103
MCF Advisors
Kentucky
$421K 64,264 +8,344 +15%
AIG
104
American International Group
New York
$398K 60,768 -206,448 -77%
OC
105
Oarsman Capital
Wisconsin
$374K 57,104 -2,256 -4%
FANJ
106
Financial Architects (New Jersey)
New Jersey
$363K 55,424 -6,360 -10%
Creative Planning
107
Creative Planning
Kansas
$350K 53,456 -520 -1%
NL
108
NWAM LLC
Washington
$346K 52,792 +4,552 +9%
AA
109
Apriem Advisors
California
$339K 51,800 -1,328,160 -96%
CFA
110
Cahill Financial Advisors
Minnesota
$324K 49,416 +4,080 +9%
VNA
111
Valley National Advisers
Pennsylvania
$308K 47,056 +112 +0.2%
RIA
112
Regal Investment Advisors
Michigan
$305K 46,536 +14,424 +45%
ICAS
113
Investors Capital Advisory Services
Massachusetts
$301K 46,032 +7,112 +18%
SI
114
SII Investments
Wisconsin
$280K 42,648 +7,224 +20%
CDIA
115
Capital Directions Investment Advisors
Georgia
$275K 41,904 -2,792 -6%
WCM
116
Westend Capital Management
California
$274K 41,856 -16 -0%
GF
117
Gerstein Fisher
New York
$251K 38,352 -7,688 -17%
SLF
118
Sun Life Financial
Ontario, Canada
$240K 36,560 – –
Bank of New York Mellon
119
Bank of New York Mellon
New York
$239K 36,488 -10,304 -22%
RJA
120
Raymond James & Associates
Florida
$229K 34,936 +34,936 New
SFA
121
Sequoia Financial Advisors
Ohio
$214K 32,704 -4,872 -13%
GC
122
Garde Capital
Washington
$201K 30,648 -3,168 -9%
Northern Trust
123
Northern Trust
Illinois
$201K 30,616 +30,616 New
CK
124
Carnick & Kubik
Colorado
$196K 29,888 +29,888 New
SA
125
SRH Advisors
Kansas
$149K 22,760 – –
3 4
5
6 7