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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

170 hedge funds and large institutions have $816M invested in Schwab US Large-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
4.54%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
13
Increased
78
Reduced
55
Closed
10
Calls
$741K
Puts
$226K
Net Calls
+$515K
Net Calls Change
+$53K

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$373M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$24M
3
Jane Street
3
Jane Street
New York
$7.01M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.82M
5
CCA
5
Clearwater Capital Advisors
Illinois
$1.58M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$298K
2
LPL Financial
2
LPL Financial
California
$14.4M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30M
4
GAM
4
Gemmer Asset Management
California
$9.54M
5
TCM
5
Tradewinds Capital Management
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
KKAMG
126
Kernodle & Katon Asset Management Group
Arkansas
$188K 3,585 +861 +32%
FNBT
127
FineMark National Bank & Trust
Florida
$157K 3,000 +3,000 New
SA
128
SRH Advisors
Kansas
$149K 2,845 – –
APSP
129
Asset Planning Services (Pennsylvania)
Pennsylvania
$148K 2,827 +8 +0.3%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$143K 2,718 +1,327 +95%
IA
131
IFP Advisors
Florida
$141K 2,693 +2,670 +11,609%
TWA
132
TCI Wealth Advisors
Arizona
$126K 2,400 -6,861 -74%
ACM
133
Argentus Capital Management
Texas
$114K 2,178 -192 -8%
SSB
134
Sandy Spring Bank
Maryland
$110K 2,105 -300 -12%
DSC
135
Duncker Streett & Co
Missouri
$110K 2,100 – –
PCP
136
Proficio Capital Partners
Massachusetts
$110K 2,000 +1,000 +100%
ASN
137
Advisory Services Network
Georgia
$110K 2,093 +1,887 +916%
GWM
138
Geneos Wealth Management
Colorado
$100K 1,899 -461 -20%
DAM
139
Delta Asset Management
Tennessee
$95K 1,805 – –
PG
140
Patten Group
Tennessee
$92.2K 1,757 +90 +5%
IF
141
Ironwood Financial
Arizona
$86K 1,635 -108 -6%
RCG
142
Ruggie Capital Group
Florida
$84K 1,600 +19 +1%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$76K 1,443 – –
VIA
144
Vantage Investment Advisors
Pennsylvania
$74K 1,406 +77 +6%
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70K 1,330 – –
PFBT
146
Parkside Financial Bank & Trust
Missouri
$61K 1,153 +3 +0.3%
SWA
147
Sutton Wealth Advisors
Florida
$57.5K 1,095 – –
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$47K 905 -7,640 -89%
WRM
149
Westport Resources Management
Connecticut
$43K 810 – –
DPA
150
Delphi Private Advisors
California
$36K 681 – –
4 5
6
7 8