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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US Large-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+33
Holders Change %
+14.93%
% of All Funds
6.34%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.65%
New
43
Increased
114
Reduced
67
Closed
9
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$794K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.7M
2
Jane Street
2
Jane Street
New York
$27M
3
ACM
3
Alpha Capital Management
Texas
$17.8M
4
PFM
4
Parsec Financial Management
North Carolina
$14.4M
5
AA
5
Apriem Advisors
California
$9.23M

Top Sellers

1
CCA
1
Checchi Capital Advisers
California
$0
2
CWM
2
Concert Wealth Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$11.4M
4
SBL
4
Sargent Bickham Lagudis
Colorado
$3.57M
5
CP
5
Corbenic Partners
Pennsylvania
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
226
Burt Wealth Advisors
Maryland
$35K +$35K +4,776 New
PSUF
227
People's United Financial
Connecticut
$32K – – –
NFG
228
Next Financial Group
Texas
$30K +$6.19K +792 +26%
SEI Investments
229
SEI Investments
Pennsylvania
$26K -$79.1K -10,096 -75%
ACM
230
AlphaStar Capital Management
North Carolina
$24K +$24K +3,128 New
PAI
231
Pittenger & Anderson Inc
Nebraska
$23K – – –
TAIM
232
TD Ameritrade Investment Management
Nebraska
$21K -$66.1K -8,464 -76%
WA
233
Winfield Associates
Ohio
$19K – – –
YWP
234
YorkBridge Wealth Partners
New York
$19K +$13K +1,632 +215%
Citigroup
235
Citigroup
New York
$16K -$12.9K -1,592 -45%
PA
236
Perennial Advisors
New York
$13K – – –
GT
237
Glenmede Trust
Pennsylvania
$13K – – –
CFD
238
Creative Financial Designs
Indiana
$13K +$5.36K +696 +70%
DADC
239
D.A. Davidson & Co
Montana
$12K – – –
VWA
240
V Wealth Advisors
Kansas
$12K +$12K +1,488 New
LWM
241
Lenox Wealth Management
Ohio
$11K – – –
FCB
242
First Command Bank
Texas
$11K – – –
FCFS
243
First Command Financial Services
Texas
$11K – – –
SJIM
244
St. Johns Investment Management
Florida
$6K +$6K +720 New
AOWM
245
Alpha Omega Wealth Management
Virginia
$5K – – –
CFA
246
Carroll Financial Associates
North Carolina
$5K +$2.84K +400 +132%
BWM
247
Baystate Wealth Management
Massachusetts
$5K +$5K +680 New
JCM
248
Jacobi Capital Management
Pennsylvania
$5K +$5K +688 New
TCOV
249
Trust Company of Vermont
Vermont
$4K -$563 -72 -12%
LF
250
Lee Financial
Texas
$4K – – –
7 8 9
10
11