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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 %
CDIA
126
Capital Directions Investment Advisors
Georgia
$278K 5,008 – –
PAM
127
Peak Asset Management
Colorado
$275K 4,952 +4,952 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$265K 4,785 -87,072 -95%
SFA
129
Sequoia Financial Advisors
Ohio
$261K 4,698 +743 +19%
SLF
130
Sun Life Financial
Ontario, Canada
$254K 4,570 – –
RIA
131
Regal Investment Advisors
Michigan
$245K 4,423 -1,150 -21%
DG
132
Davidson & Garrard
Virginia
$242K 4,366 +373 +9%
IA
133
IFP Advisors
Florida
$216K 3,892 +1,199 +45%
LBC
134
Lowe Brockenbrough & Co
Virginia
$209K 3,760 +3,760 New
GC
135
Garde Capital
Washington
$205K 4,106 -849 -17%
CA
136
Cetera Advisors
Colorado
$203K 3,629 -8,164 -69%
ZIM
137
Zacks Investment Management
Illinois
$201K 3,629 +3,629 New
KKAMG
138
Kernodle & Katon Asset Management Group
Arkansas
$199K 3,585 – –
ASN
139
Advisory Services Network
Georgia
$194K 3,504 +1,411 +67%
SA
140
SRH Advisors
Kansas
$158K 2,845 – –
APSP
141
Asset Planning Services (Pennsylvania)
Pennsylvania
$157K 2,827 – –
TWA
142
TCI Wealth Advisors
Arizona
$133K 2,400 – –
DSC
143
Duncker Streett & Co
Missouri
$117K 2,100 – –
LCM
144
Liberty Capital Management
Michigan
$114K 2,062 +2,062 New
PCP
145
Proficio Capital Partners
Massachusetts
$111K 2,000 – –
GWM
146
Geneos Wealth Management
Colorado
$105K 1,899 – –
DAM
147
Delta Asset Management
Tennessee
$100K 1,805 – –
PG
148
Patten Group
Tennessee
$95.2K 1,736 -21 -1%
VIA
149
Vantage Investment Advisors
Pennsylvania
$89K 1,599 +193 +14%
IF
150
Ironwood Financial
Arizona
$85K 1,535 -100 -6%
4 5
6
7 8