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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

167 hedge funds and large institutions have $630M invested in Schwab US Large-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
4.39%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.47%
New
37
Increased
65
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
TMFS Holdings
Kansas
$167M
2
LPL Financial
LPL Financial
California
$27.3M
3
PFG
Piershale Financial Group
Illinois
$12.5M
4
AA
Apriem Advisors
California
$9.11M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.21M

Top Sellers

1
KF
Krilogy Financial
Missouri
$0
2
FMP
Financial Management Professionals
Texas
$2K
3
Wells Fargo
Wells Fargo
California
$1.21M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M
5
UBS Group
UBS Group
Switzerland
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Garde Capital
Washington
$223K +$6.38K +968 +3%
RIA
127
Regal Investment Advisors
Michigan
$212K +$84.3K +12,768 +66%
SA
128
SRH Advisors
Kansas
$150K – – –
APSP
129
Asset Planning Services (Pennsylvania)
Pennsylvania
$149K +$424 +64 +0.3%
AIS
130
Accurate Investment Solutions
Pennsylvania
$147K +$147K +22,288 New
KKAMG
131
Kernodle & Katon Asset Management Group
Arkansas
$144K +$144K +21,792 New
IA
132
IFP Advisors
Florida
$117K +$117K +17,728 New
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$97K +$31.6K +4,768 +48%
DAM
134
Delta Asset Management
Tennessee
$95K – – –
AIA
135
Allegis Investment Advisors
Idaho
$89K +$89K +13,448 New
PG
136
Patten Group
Tennessee
$86.1K +$86.1K +13,032 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$76K – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$55K -$5.56K -840 -9%
BlackRock
139
BlackRock
New York
$52K +$52K +7,800 New
ACM
140
Argentus Capital Management
Texas
$47K +$47K +7,192 New
VIA
141
Vantage Investment Advisors
Pennsylvania
$42K +$21.5K +3,272 +105%
DPA
142
Delphi Private Advisors
California
$36K +$36K +5,504 New
KCPG
143
Kavar Capital Partners Group
Kansas
$36K +$36K +5,600 New
DSC
144
Duncker Streett & Co
Missouri
$26K +$26K +4,000 New
BWA
145
Burt Wealth Advisors
Maryland
$24K – – –
Citigroup
146
Citigroup
New York
$21K -$39.5K -5,920 -65%
PAI
147
Pittenger & Anderson Inc
Nebraska
$20K +$4.05K +600 +25%
AWM
148
Avior Wealth Management
Nebraska
$17K – – –
WA
149
Winfield Associates
Ohio
$16K – – –
IWM
150
Integrated Wealth Management
California
$12K -$5.84K -856 -33%
3 4 5
6
7