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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 %
PWM
151
Perigon Wealth Management
California
$33K 633 – –
PMFA
152
Plante Moran Financial Advisors
Michigan
$26K 496 +496 New
TAIM
153
TD Ameritrade Investment Management
Nebraska
$25K 480 +80 +20%
BlackRock
154
BlackRock
New York
$24K 458 -7 -2%
BWA
155
Burt Wealth Advisors
Maryland
$24K 467 – –
AWM
156
Avior Wealth Management
Nebraska
$24K 456 +23 +5%
Citigroup
157
Citigroup
New York
$21K 396 +2 +0.5%
PAI
158
Pittenger & Anderson Inc
Nebraska
$19K 370 – –
WA
159
Winfield Associates
Ohio
$16K 300 – –
PSUF
160
People's United Financial
Connecticut
$16K 313 – –
CFA
161
Carroll Financial Associates
North Carolina
$16K 321 +321 New
NFG
162
Next Financial Group
Texas
$9K 181 – –
LWM
163
Lenox Wealth Management
Ohio
$9K 177 – –
SIM
164
Sonora Investment Management
Arizona
$7.67K 146 -61 -29%
DBT
165
Dubuque Bank & Trust
Iowa
$6K 123 – –
SIG
166
Stanford Investment Group
California
$5K 102 +1 +1%
ADL
167
Asset Dedication LLC
California
$5K 96 +5 +5%
TCOV
168
Trust Company of Vermont
Vermont
$4K 73 – –
CA
169
Capital Advantage
California
– – -35,100 Closed
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
– – -11,170 Closed
AIG
171
American International Group
New York
– – -7,596 Closed
GF
172
Gerstein Fisher
New York
– – -4,794 Closed
Bank of New York Mellon
173
Bank of New York Mellon
New York
– – -4,561 Closed
Northern Trust
174
Northern Trust
Illinois
– – -3,827 Closed
TRCT
175
Tower Research Capital (TRC)
New York
– – -1,969 Closed
4 5 6
7
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