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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

265 hedge funds and large institutions have $1.82B invested in Schwab US Large-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 121 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.7%
New
25
Increased
121
Reduced
79
Closed
14
Calls
$2.08M
Puts
$317K
Net Calls
+$1.76M
Net Calls Change
+$559K

Top Buyers

1
PFG
Piershale Financial Group
Illinois
$13.1M
2
MAM
Marquette Asset Management
Minnesota
$56.2M
3
I
INVST
Indiana
$12M
4
MG
Mather Group
Illinois
$19.6M
5
APP
Avantax Planning Partners
Iowa
$277M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$583M
2
FMP
Financial Management Professionals
Texas
$18K
3
Jane Street
Jane Street
New York
$8.3M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$3.85M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
226
Ruggie Capital Group
Florida
$63K -$13.8K -1,656 -18%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$58K -$7.91K -952 -12%
NIC
228
Northwest Investment Counselors
Oregon
$58K – – –
AWM
229
Avior Wealth Management
Nebraska
$56K +$56K +6,792 New
BCM
230
Blume Capital Management
California
$53K +$197 +24 +0.4%
DPA
231
Delphi Private Advisors
California
$45K – – –
YWP
232
YorkBridge Wealth Partners
New York
$45K +$25K +3,000 +125%
Chevy Chase Trust
233
Chevy Chase Trust
Maryland
$44K -$15.7K -1,880 -26%
WCG
234
Wall Capital Group
Arizona
$44K – – –
FBT
235
First Bank & Trust
South Dakota
$41K – – –
CTC
236
Central Trust Company
Missouri
$39K – – –
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$39K – – –
MSFP
238
Mark Sheptoff Financial Planning
Connecticut
$36K +$36K +4,392 New
SEI Investments
239
SEI Investments
Pennsylvania
$27K – – –
WAS
240
WESPAC Advisors SoCal
California
$26K +$26K +3,224 New
TAIM
241
TD Ameritrade Investment Management
Nebraska
$25K +$3.18K +392 +15%
PAI
242
Pittenger & Anderson Inc
Nebraska
$24K – – –
WA
243
Winfield Associates
Ohio
$20K – – –
CFA
244
Carroll Financial Associates
North Carolina
$19K +$13.4K +1,664 +236%
FMP
245
Financial Management Professionals
Texas
$18K -$24.7M -2,992,480 -100%
Citigroup
246
Citigroup
New York
$16K +$65 +8 +0.4%
GT
247
Glenmede Trust
Pennsylvania
$14K – – –
CFD
248
Creative Financial Designs
Indiana
$14K – – –
PA
249
Perennial Advisors
New York
$14K +$66 +8 +0.5%
NFG
250
Next Financial Group
Texas
$13K -$18.2K -2,240 -58%
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