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

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$583M
2
FMP
2
Financial Management Professionals
Texas
$18K
3
Jane Street
3
Jane Street
New York
$8.3M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$3.85M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
276
D.A. Davidson & Co
Montana
– -$12K -1,600 Closed
VWA
277
V Wealth Advisors
Kansas
– -$12K -1,488 Closed
PWM
278
Perigon Wealth Management
California
– -$3K -320 Closed
8 9 10 11
12