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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 %
FCB
251
First Command Bank
Texas
$12K – – –
FCFS
252
First Command Financial Services
Texas
$12K – – –
LWM
253
Lenox Wealth Management
Ohio
$11K – – –
DBT
254
Dubuque Bank & Trust
Iowa
$8K +$8K +984 New
JCM
255
Jacobi Capital Management
Pennsylvania
$6K – – –
BWM
256
Baystate Wealth Management
Massachusetts
$6K – – –
SJIM
257
St. Johns Investment Management
Florida
$6K – – –
AOWM
258
Alpha Omega Wealth Management
Virginia
$5K – – –
LF
259
Lee Financial
Texas
$4K – – –
TCOV
260
Trust Company of Vermont
Vermont
$4K – – –
PG
261
Patten Group
Tennessee
$3K – – –
BCI
262
Brinker Capital Investments
Pennsylvania
$3K +$3K +416 New
ADL
263
Asset Dedication LLC
California
$2K – – –
BCMIO
264
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +184 New
LCC
265
Lincoln Capital Corp
Rhode Island
– -$1.5M -190,008 Closed
LRPA
266
L. Roy Papp & Associates
Arizona
– -$1.3M -165,024 Closed
AIA
267
Allegis Investment Advisors
Idaho
– -$838K -106,104 Closed
CWP
268
Capital Wealth Planning
Florida
– -$647K -81,864 Closed
CPIG
269
Chicago Partners Investment Group
Illinois
– -$224K -32,160 Closed
SI
270
SII Investments
Wisconsin
– -$205K -26,240 Closed
DLCIG
271
D.L. Carlson Investment Group
New Hampshire
– -$200K -25,320 Closed
SF
272
Synovus Financial
Georgia
– -$63K -8,000 Closed
AF
273
Allworth Financial
California
– -$50K -6,376 Closed
BWA
274
Burt Wealth Advisors
Maryland
– -$35K -4,776 Closed
PSUF
275
People's United Financial
Connecticut
– -$32K -4,104 Closed
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