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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.

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
1
TMFS Holdings
Kansas
$229M
2
FMP
2
Financial Management Professionals
Texas
$26.6M
3
KF
3
Krilogy Financial
Missouri
$22.8M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$13.8M
5
Ameriprise
5
Ameriprise
Minnesota
$3.52M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.4M
3
AA
3
Apriem Advisors
California
$339K
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$447K
5
PMG
5
ProVise Management Group
Florida
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
TH
1
TMFS Holdings
Kansas
$229M 4,375,052 +1,216,419 +39%
MAM
2
Marquette Asset Management
Minnesota
$37.9M 722,053 +200 +0%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.4M 656,685 -202,104 -24%
LPL Financial
4
LPL Financial
California
$28M 538,544 +11,724 +2%
FMP
5
Financial Management Professionals
Texas
$26.6M 506,738 +506,685 +956,009%
HCM
6
Hengehold Capital Management
Ohio
$24.6M 469,764 +18,498 +4%
KF
7
Krilogy Financial
Missouri
$22.8M 434,854 +434,854 New
SHJ
8
Sharkey, Howes & Javer
Colorado
$13.8M 263,695 +212,577 +416%
FWP
9
FAS Wealth Partners
Kansas
$13.6M 259,327 +12,189 +5%
GAM
10
Gemmer Asset Management
California
$13.5M 256,832 -10,236 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$11.5M 219,938 +9,186 +4%
SAM
12
Summit Asset Management
Tennessee
$11M 208,950 +1,174 +0.6%
Morgan Stanley
13
Morgan Stanley
New York
$8.83M 168,402 +919 +0.5%
UCFA
14
United Capital Financial Advisors
Texas
$8.4M 160,262 -35,567 -18%
MWM
15
MinichMacGregor Wealth Management
New York
$7.68M 146,415 -6,732 -4%
SAMC
16
Spectrum Asset Management (California)
California
$7.37M 140,548 -388 -0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.11M 135,612 -814 -0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.32M 120,648 -48,287 -29%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$6.03M 114,956 -10,445 -8%
VFS
20
VSR Financial Services
Kansas
$5.6M 106,867 -4,439 -4%
VFA
21
Voya Financial Advisors
Connecticut
$5.41M 103,085 +11,067 +12%
LA
22
LVW Advisors
New York
$5.4M 102,969 -6,072 -6%
PMG
23
ProVise Management Group
Florida
$4.83M 92,104 -105,423 -53%
LYV
24
Live Your Vision
Pennsylvania
$4.68M 89,266 +1,440 +2%
Bank of America
25
Bank of America
North Carolina
$4.68M 89,242 -8,852 -9%
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