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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 %
AWM
276
Avior Wealth Management
Nebraska
$77K +$16.9K +1,904 +28%
CPIG
277
Chicago Partners Investment Group
Illinois
$75K +$75K +8,520 New
TL
278
TrueWealth LLC
Georgia
$74K +$74K +8,360 New
YWP
279
YorkBridge Wealth Partners
New York
$66K +$18.4K +2,080 +39%
RCG
280
Ruggie Capital Group
Florida
$61K -$6.26K -704 -9%
BWL
281
Bogart Wealth LLC
Virginia
$59K +$59K +6,680 New
BCM
282
Blume Capital Management
California
$57K +$141 +16 +0.2%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$56K -$5.96K -672 -10%
SPIA
284
Steward Partners Investment Advisory
New York
$56K +$56K +6,400 New
DPA
285
Delphi Private Advisors
California
$48K – – –
WCG
286
Wall Capital Group
Arizona
$47K – – –
FBT
287
First Bank & Trust
South Dakota
$44K – – –
Chevy Chase Trust
288
Chevy Chase Trust
Maryland
$41K +$4.68K +680 +13%
MSFP
289
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
OAJ
290
Ogorek Anthony Joseph
New York
$37K +$37K +4,192 New
CTC
291
Central Trust Company
Missouri
$35K -$6.35K -728 -15%
TAIM
292
TD Ameritrade Investment Management
Nebraska
$33K +$5.68K +640 +21%
TDC
293
Thompson Davis & Co
Virginia
$31K +$31K +3,560 New
SEI Investments
294
SEI Investments
Pennsylvania
$30K +$1.11K +128 +4%
WCAMG
295
Woodard & Company Asset Management Group
North Carolina
$28K +$28K +3,160 New
WAS
296
WESPAC Advisors SoCal
California
$26K -$2.09K -240 -7%
ASN
297
Advisory Services Network
Georgia
$25K -$239K -27,000 -91%
WA
298
Winfield Associates
Ohio
$22K – – –
LWA
299
Lowe Wealth Advisors
Maryland
$21K +$21K +2,416 New
FMP
300
Financial Management Professionals
Texas
$19K – – –
10 11
12
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