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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 %
TCOV
176
Trust Company of Vermont
Vermont
$4K 73 – –
SBL
177
Sargent Bickham Lagudis
Colorado
$3.44K 61,942 +9,359 +18%
FMP
178
Financial Management Professionals
Texas
$3K 62 -5,618 -99%
ADL
179
Asset Dedication LLC
California
$3K 62 -34 -35%
CFA
180
Carroll Financial Associates
North Carolina
$2K 38 -283 -88%
VF
181
Virtu Financial
New York
– – -29,788 Closed
Millennium Management
182
Millennium Management
New York
– – -8,303 Closed
BCI
183
Brinker Capital Investments
Pennsylvania
– – -7,249 Closed
RJA
184
Raymond James & Associates
Florida
– – -4,417 Closed
TW
185
Transform Wealth
Colorado
– – -3,936 Closed
FNBT
186
FineMark National Bank & Trust
Florida
– – -3,000 Closed
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
– – -2,718 Closed
Manulife (Manufacturers Life Insurance)
188
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -1,330 Closed
WRM
189
Westport Resources Management
Connecticut
– – -810 Closed
PWM
190
Perigon Wealth Management
California
– – -633 Closed
PMFA
191
Plante Moran Financial Advisors
Michigan
– – -496 Closed
SIM
192
Sonora Investment Management
Arizona
– – -146 Closed
DOA
193
D'Orazio & Associates
Virginia
– – -101 Closed
Parallax Volatility Advisers
194
Parallax Volatility Advisers
California
$0 1 – –
4 5 6 7
8