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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.38%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K

Top Buyers

1
Mariner
1
Mariner
Kansas
$61.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$651M
3
BTS
3
BB&T Securities
Virginia
$20.7M
4
GWA
4
Guidant Wealth Advisors
Illinois
$14.5M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$41.2M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$248M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$3.88M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Strategic Capital Advisers
Colorado
$299K +$299K +33,832 New
WI
227
WrapManager Inc
California
$292K +$292K +33,000 New
VDI
228
Vaughan David Investments
Illinois
$286K -$70.2K -7,928 -20%
TW
229
Transform Wealth
Colorado
$283K -$77K -8,720 -21%
MPM
230
Meritage Portfolio Management
Kansas
$280K -$121K -13,688 -30%
DBRC
231
D.B. Root & Company
Pennsylvania
$279K +$279K +31,568 New
PAG
232
Pinnacle Advisory Group
Maryland
$277K -$195K -22,096 -41%
NL
233
NWAM LLC
Washington
$275K – – –
DSC
234
Duncker Streett & Co
Missouri
$275K +$71 +8 +0%
CIR
235
Clear Investment Research
Georgia
$263K – – –
RIA
236
Regal Investment Advisors
Michigan
$258K +$707 +80 +0.3%
GRP
237
Global Retirement Partners
California
$256K +$97.4K +11,032 +61%
Members Trust
238
Members Trust
Florida
$245K +$245K +27,744 New
LFAS
239
Level Four Advisory Services
Texas
$242K – – –
TCM
240
Tradewinds Capital Management
Washington
$242K +$34.6K +3,920 +17%
BPB
241
Badgley, Phelps & Bell
Washington
$239K +$6.71K +760 +3%
TPW
242
Tiller Private Wealth
Pennsylvania
$235K +$235K +26,624 New
SA
243
SRH Advisors
Kansas
$231K -$423 -48 -0.2%
CB
244
Commerce Bank
Missouri
$229K – – –
ZIM
245
Zacks Investment Management
Illinois
$226K -$34.7K -3,928 -13%
JWM
246
Janiczek Wealth Management
Colorado
$222K -$212 -24 -0.1%
IWM
247
IHT Wealth Management
Illinois
$222K +$222K +24,240 New
GP
248
Girard Partners
Pennsylvania
$221K -$11.1K -1,256 -5%
BO
249
BRR OpCo
Ohio
$218K +$1.91K +216 +0.9%
CP
250
Camelot Portfolios
Ohio
$212K +$212K +24,000 New
8 9
10
11 12