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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
TMFS Holdings
Kansas
$229M
2
FMP
Financial Management Professionals
Texas
$26.6M
3
KF
Krilogy Financial
Missouri
$22.8M
4
SHJ
Sharkey, Howes & Javer
Colorado
$13.8M
5
Ameriprise
Ameriprise
Minnesota
$3.52M

Top Sellers

1
PFG
Piershale Financial Group
Illinois
$0
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.4M
3
AA
Apriem Advisors
California
$339K
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
$447K
5
PMG
ProVise Management Group
Florida
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
151
TD Ameritrade Investment Management
Nebraska
$21K +$21K +3,200 New
PAI
152
Pittenger & Anderson Inc
Nebraska
$19K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$18K +$18K +2,680 New
WA
154
Winfield Associates
Ohio
$16K – – –
PSUF
155
People's United Financial
Connecticut
$16K +$16K +2,504 New
ASN
156
Advisory Services Network
Georgia
$11K – – –
SIM
157
Sonora Investment Management
Arizona
$11K +$11K +1,656 New
LWM
158
Lenox Wealth Management
Ohio
$9K – – –
NFG
159
Next Financial Group
Texas
$9K – – –
OCM
160
One Capital Management
California
$6.44K +$60 +9,128 +0.9%
DBT
161
Dubuque Bank & Trust
Iowa
$6K – – –
HF
162
Hoxton Financial
West Virginia
$6K +$6K +976 New
SIG
163
Stanford Investment Group
California
$5K – – –
ADL
164
Asset Dedication LLC
California
$5K +$1.32K +192 +36%
TCOV
165
Trust Company of Vermont
Vermont
$4K – – –
Simplex Trading
166
Simplex Trading
Illinois
$3K +$3K +520 New
IA
167
IFP Advisors
Florida
$2K -$191K -17,544 -99%
PFG
168
Piershale Financial Group
Illinois
– -$12.5M -1,891,152 Closed
Jane Street
169
Jane Street
New York
– -$4.54M -687,944 Closed
VF
170
Virtu Financial
New York
– -$1.95M -295,608 Closed
Allianz Asset Management
171
Allianz Asset Management
Germany
– -$1.82M -275,864 Closed
BAC
172
Boys Arnold & Co
North Carolina
– -$872K -132,112 Closed
SS
173
Simplicity Solutions
Minnesota
– -$795K -120,368 Closed
CG
174
Colony Group
Massachusetts
– -$514K -77,880 Closed
PAM
175
Peak Asset Management
Colorado
– -$332K -50,272 Closed
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