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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 %
TH
1
TMFS Holdings
Kansas
$421M 7,801,473 +700,909 +10%
MAM
2
Marquette Asset Management
Minnesota
$39.6M 713,947 -18,212 -2%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.7M 535,156 -37,522 -7%
KF
4
Krilogy Financial
Missouri
$29.4M 529,316 +87,216 +20%
HCM
5
Hengehold Capital Management
Ohio
$25.6M 461,235 -69 -0%
SHJ
6
Sharkey, Howes & Javer
Colorado
$25.2M 455,097 -1,853 -0.4%
LPL Financial
7
LPL Financial
California
$15.7M 283,828 +10,109 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.4M 240,746 +10,810 +5%
FWP
9
FAS Wealth Partners
Kansas
$12.3M 220,880 -25,480 -10%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$11.5M 207,938 +109,023 +110%
SAM
11
Summit Asset Management
Tennessee
$11.3M 202,793 -4,556 -2%
GAM
12
Gemmer Asset Management
California
$10.3M 184,790 +3,035 +2%
SAMC
13
Spectrum Asset Management (California)
California
$9.76M 175,821 +31,131 +22%
Morgan Stanley
14
Morgan Stanley
New York
$9.75M 175,696 +2,634 +2%
MWM
15
MinichMacGregor Wealth Management
New York
$8.07M 145,429 -305 -0.2%
OCM
16
One Capital Management
California
$7.44M 134,068 +11,781 +10%
Jane Street
17
Jane Street
New York
$7.24M 130,489 -3,109 -2%
VFA
18
Voya Financial Advisors
Connecticut
$7.2M 130,750 +7,980 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.15M 128,923 +1,840 +1%
UCFA
20
United Capital Financial Advisors
Texas
$7M 126,144 -24,036 -16%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$6.21M 111,985 -834 -0.7%
PMG
22
ProVise Management Group
Florida
$5.74M 103,406 +4,271 +4%
CCM
23
Covington Capital Management
California
$5.7M 102,646 +9,392 +10%
Ameriprise
24
Ameriprise
Minnesota
$5.69M 102,827 +14,959 +17%
CAN
25
Cetera Advisor Networks
California
$5.54M 99,791 +32,908 +49%
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