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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.

New
Increased
Maintained
Reduced
Closed
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
Raymond James Financial Services Advisors
Florida
$10.4M
2
LPL Financial
LPL Financial
California
$12.9M
3
Wells Fargo
Wells Fargo
California
$8.79M
4
UBS Group
UBS Group
Switzerland
$7.44M
5
JWA
JFS Wealth Advisors
Pennsylvania
$3.57M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$13.5M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.8M
3
AA
Apriem Advisors
California
$315K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
ECML
Eagle Capital Management (Louisiana)
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
Integrated Wealth Management
California
$16K -$5.92K -968 -27%
AWM
127
Avior Wealth Management
Nebraska
$16K +$51 +8 +0.3%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$15K -$22.4K -3,488 -60%
WA
129
Winfield Associates
Ohio
$15K – – –
ASN
130
Advisory Services Network
Georgia
$15K – – –
PAI
131
Pittenger & Anderson Inc
Nebraska
$15K +$1.02K +160 +7%
DADC
132
D.A. Davidson & Co
Montana
$14K – – –
HDIM
133
Hanson & Doremus Investment Management
Vermont
$7K +$48 +8 +0.7%
DBT
134
Dubuque Bank & Trust
Iowa
$6K – – –
SEI Investments
135
SEI Investments
Pennsylvania
$6K +$6K +992 New
SIG
136
Stanford Investment Group
California
$5K +$50 +8 +1%
FNBT
137
FineMark National Bank & Trust
Florida
$5K +$2.88K +488 +136%
TCOV
138
Trust Company of Vermont
Vermont
$3K +$3K +440 New
FNBOO
139
First National Bank of Omaha
Nebraska
$559 – – –
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66 – +24 +0.2%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
– -$2.24M -334,096 Closed
ECML
142
Eagle Capital Management (Louisiana)
Louisiana
– -$1.75M -260,080 Closed
HIC
143
Hartline Investment Corp
Illinois
– -$883K -131,680 Closed
SG Americas Securities
144
SG Americas Securities
New York
– -$795K -118,432 Closed
AG
145
Appleton Group
Wisconsin
– -$271K -40,408 Closed
GCA
146
Greenwood Capital Associates
South Carolina
– -$235K -35,080 Closed
TH
147
Timber Hill
Connecticut
– -$205K -30,608 Closed
Northern Trust
148
Northern Trust
Illinois
– -$205K -30,600 Closed
BJ
149
Brouwer & Janachowski
California
– -$112K -16,680 Closed
GWM
150
Gupta Wealth Management
California
– -$47K -7,040 Closed
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