SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

167 hedge funds and large institutions have $630M invested in Schwab US Large-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+25
Holders Change %
+17.61%
% of All Funds
4.39%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.47%
New
37
Increased
65
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
1
TMFS Holdings
Kansas
$167M
2
LPL Financial
2
LPL Financial
California
$27.3M
3
PFG
3
Piershale Financial Group
Illinois
$12.5M
4
AA
4
Apriem Advisors
California
$9.11M
5
MWM
5
MinichMacGregor Wealth Management
New York
$8.37M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$0
2
FMP
2
Financial Management Professionals
Texas
$2K
3
Wells Fargo
3
Wells Fargo
California
$1.21M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M
5
UBS Group
5
UBS Group
Switzerland
$5.72M
Name Market Value Shares Shares
Change 		Shares
Change %
TH
1
TMFS Holdings
Kansas
$167M 3,158,633 +842,204 +36%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.4M 858,789 -117,898 -12%
MAM
3
Marquette Asset Management
Minnesota
$38.1M 721,853 -1,027 -0.1%
LPL Financial
4
LPL Financial
California
$27.3M 526,820 +278,581 +112%
HCM
5
Hengehold Capital Management
Ohio
$23.8M 451,266 +14,577 +3%
GAM
6
Gemmer Asset Management
California
$14.1M 267,068 +3,650 +1%
FWP
7
FAS Wealth Partners
Kansas
$13.1M 247,138 +15,515 +7%
PFG
8
Piershale Financial Group
Illinois
$12.5M 236,394 +236,394 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.1M 210,752 +2,257 +1%
SAM
10
Summit Asset Management
Tennessee
$11M 207,776 -579 -0.3%
PMG
11
ProVise Management Group
Florida
$10.4M 197,527 +79,318 +67%
UCFA
12
United Capital Financial Advisors
Texas
$10.3M 195,829 -33,610 -15%
AA
13
Apriem Advisors
California
$9.11M 172,495 +166,188 +2,635%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.93M 168,935 -14,678 -8%
Morgan Stanley
15
Morgan Stanley
New York
$8.85M 167,483 -15,669 -9%
MWM
16
MinichMacGregor Wealth Management
New York
$8.37M 153,147 +153,147 New
SAMC
17
Spectrum Asset Management (California)
California
$7.45M 140,936 +721 +0.5%
Chevy Chase Trust
18
Chevy Chase Trust
Maryland
$7.38M 139,786 -7,484 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.21M 136,426 +89,212 +189%
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$6.63M 125,401 +1,932 +2%
OCM
21
One Capital Management
California
$6.43M 121,691 +3,261 +3%
VV
22
Valentine Ventures
Oregon
$6.32M 119,596 -8,533 -7%
VFS
23
VSR Financial Services
Kansas
$5.88M 111,306 +28,302 +34%
LA
24
LVW Advisors
New York
$5.76M 109,041 +25,092 +30%
UBS Group
25
UBS Group
Switzerland
$5.72M 108,252 -40,669 -27%
1
2 3 4 5