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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 %
AW
251
ACG Wealth
Georgia
$210K +$210K +23,768 New
DADC
252
D.A. Davidson & Co
Montana
$208K +$208K +23,512 New
TFS
253
TrustCore Financial Services
Tennessee
$207K +$207K +23,424 New
APSP
254
Asset Planning Services (Pennsylvania)
Pennsylvania
$203K +$566 +64 +0.3%
WP
255
WealthPLAN Partners
Nebraska
$201K +$201K +22,720 New
PFA
256
Paradigm Financial Advisors
Missouri
$201K +$201K +22,760 New
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$179K +$179K +20,248 New
FRA
258
Front Row Advisors
California
$167K +$167K +18,864 New
AIS
259
Accurate Investment Solutions
Pennsylvania
$153K – – –
PCP
260
Proficio Capital Partners
Massachusetts
$141K – – –
GWM
261
Geneos Wealth Management
Colorado
$141K – – –
DAM
262
Delta Asset Management
Tennessee
$128K – – –
SG Americas Securities
263
SG Americas Securities
New York
$126K -$225K -25,376 -64%
MGIA
264
Moneta Group Investment Advisors
Missouri
$122K +$122K +13,816 New
BlackRock
265
BlackRock
New York
$118K -$10.6K -1,200 -8%
WCM
266
Whitener Capital Management
North Carolina
$114K +$114K +12,952 New
HCM
267
Horan Capital Management
Maryland
$112K – – –
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$107K +$5.29K +600 +5%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$99K – – –
IF
270
Ironwood Financial
Arizona
$94K -$7.15K -808 -7%
SWA
271
Sutton Wealth Advisors
Florida
$91.9K – – –
RFC
272
Regions Financial Corp
Alabama
$91K +$91K +10,264 New
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$89K – – –
CP
274
Corbenic Partners
Pennsylvania
$85K -$7.56K -856 -8%
PAI
275
Pittenger & Anderson Inc
Nebraska
$81K +$54.7K +6,152 +208%
9 10
11
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