SCHG icon

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 %
RFA
101
Reilly Financial Advisors
California
$564K 10,164 -201 -2%
TYCC
102
Texas Yale Capital Corp
Florida
$552K 9,950 – –
S
103
SignatureFD
Georgia
$549K 9,891 -1,572 -14%
JFA
104
JNBA Financial Advisors
Minnesota
$549K 9,891 +9,891 New
WA
105
Wealth Architects
California
$542K 9,780 -1,175 -11%
DWM
106
Destination Wealth Management
California
$444K 8,005 +182 +2%
SNBOSD
107
Security National Bank of So Dak
Iowa
$440K 7,925 +261 +3%
VKH
108
Virtu KCG Holdings
New York
$439K 7,907 +7,907 New
VNA
109
Valley National Advisers
Pennsylvania
$436K 7,858 +2,500 +47%
TRCT
110
Tower Research Capital (TRC)
New York
$425K 7,659 +7,659 New
AA
111
Apriem Advisors
California
$404K 7,275 +280 +4%
FANJ
112
Financial Architects (New Jersey)
New Jersey
$394K 7,101 +155 +2%
Creative Planning
113
Creative Planning
Kansas
$384K 6,915 +380 +6%
CCM
114
Coldstream Capital Management
Washington
$348K 6,274 +6,274 New
NL
115
NWAM LLC
Washington
$341K 6,149 -450 -7%
AI
116
Atria Investments
North Carolina
$338K 6,099 +6,099 New
OC
117
Oarsman Capital
Wisconsin
$325K 5,866 -772 -12%
CFA
118
Cahill Financial Advisors
Minnesota
$325K 5,857 -537 -8%
DLCIG
119
D.L. Carlson Investment Group
New Hampshire
$317K 5,713 +5,713 New
EK
120
Evensky & Katz
Florida
$296K 5,340 -3,037 -36%
WCM
121
Westend Capital Management
California
$294K 5,293 +95 +2%
SI
122
SII Investments
Wisconsin
$290K 5,234 -100 -2%
AG
123
Advisor Group
Arizona
$289K 5,203 -1,175 -18%
VDI
124
Vaughan David Investments
Illinois
$287K 5,179 -2,436 -32%
MI
125
Moneywise Inc
Virginia
$284K 5,113 +5,113 New
3 4
5
6 7