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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
APSP
126
Asset Planning Services (Pennsylvania)
Pennsylvania
$148K +$368 +56 +0.2%
KKAMG
127
Kernodle & Katon Asset Management Group
Arkansas
$143K – – –
SSB
128
Sandy Spring Bank
Maryland
$126K +$126K +19,240 New
ACM
129
Argentus Capital Management
Texas
$124K +$77K +11,768 +164%
GWM
130
Geneos Wealth Management
Colorado
$124K +$124K +18,880 New
DSC
131
Duncker Streett & Co
Missouri
$110K +$83.8K +12,800 +320%
TRCT
132
Tower Research Capital (TRC)
New York
$103K -$1.73M -265,224 -94%
DAM
133
Delta Asset Management
Tennessee
$95K – – –
IF
134
Ironwood Financial
Arizona
$91K +$91K +13,944 New
PG
135
Patten Group
Tennessee
$87.4K +$1.99K +304 +2%
RCG
136
Ruggie Capital Group
Florida
$83K +$83K +12,648 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$76K – – –
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$73K -$23K -3,504 -24%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70K – – –
VIA
140
Vantage Investment Advisors
Pennsylvania
$70K +$27.9K +4,232 +66%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$60K +$5.79K +888 +11%
SWA
142
Sutton Wealth Advisors
Florida
$57.4K +$57.4K +8,760 New
PCP
143
Proficio Capital Partners
Massachusetts
$52K +$52K +8,000 New
WRM
144
Westport Resources Management
Connecticut
$42K +$42K +6,480 New
DPA
145
Delphi Private Advisors
California
$36K -$370 -56 -1%
PWM
146
Perigon Wealth Management
California
$33K +$33K +5,064 New
BlackRock
147
BlackRock
New York
$24K -$26.3K -4,080 -52%
BWA
148
Burt Wealth Advisors
Maryland
$24K – – –
AWM
149
Avior Wealth Management
Nebraska
$23K +$6.43K +968 +39%
Citigroup
150
Citigroup
New York
$21K +$53 +8 +0.3%
4 5
6
7 8