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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 %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$80K 1,443 – –
RCG
152
Ruggie Capital Group
Florida
$79K 1,431 -169 -11%
PFBT
153
Parkside Financial Bank & Trust
Missouri
$75K 1,352 +199 +17%
SSB
154
Sandy Spring Bank
Maryland
$69K 1,250 -855 -41%
SWA
155
Sutton Wealth Advisors
Florida
$60.8K 1,095 – –
ACM
156
Argentus Capital Management
Texas
$54K 969 -1,209 -56%
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$50K 905 – –
AWM
158
Avior Wealth Management
Nebraska
$42K 765 +309 +68%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$42K 756 +756 New
DPA
160
Delphi Private Advisors
California
$38K 681 – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$37K 660 +660 New
CG
162
Cutler Group
California
$33K 600 +600 New
TAIM
163
TD Ameritrade Investment Management
Nebraska
$32K 578 +98 +20%
BWA
164
Burt Wealth Advisors
Maryland
$32K 591 +124 +27%
PSUF
165
People's United Financial
Connecticut
$28K 513 +200 +64%
BlackRock
166
BlackRock
New York
$25K 458 – –
GT
167
Glenmede Trust
Pennsylvania
$24K 445 +445 New
Citigroup
168
Citigroup
New York
$22K 396 – –
PAI
169
Pittenger & Anderson Inc
Nebraska
$21K 370 – –
WA
170
Winfield Associates
Ohio
$17K 300 – –
LWM
171
Lenox Wealth Management
Ohio
$10K 177 – –
NFG
172
Next Financial Group
Texas
$10K 181 – –
DBT
173
Dubuque Bank & Trust
Iowa
$7K 123 – –
SIG
174
Stanford Investment Group
California
$6K 102 – –
IWM
175
Integrated Wealth Management
California
$6K 102 +102 New
4 5 6
7
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