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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 %
Citigroup
301
Citigroup
New York
$18K +$73 +8 +0.4%
CFD
302
Creative Financial Designs
Indiana
$15K – – –
PA
303
Perennial Advisors
New York
$15K – – –
LWM
304
Lenox Wealth Management
Ohio
$13K – – –
FCFS
305
First Command Financial Services
Texas
$12K – – –
FCB
306
First Command Bank
Texas
$12K – – –
DBT
307
Dubuque Bank & Trust
Iowa
$9K – – –
BAM
308
Barrett Asset Management
New York
$7K +$7K +800 New
CFA
309
Carroll Financial Associates
North Carolina
$6K -$12.7K -1,608 -68%
BWM
310
Baystate Wealth Management
Massachusetts
$6K – – –
TCOV
311
Trust Company of Vermont
Vermont
$5K – – –
LF
312
Lee Financial
Texas
$5K – – –
AOWM
313
Alpha Omega Wealth Management
Virginia
$5K – – –
PFA
314
Pathway Financial Advisors
Vermont
$5K +$5K +520 New
POIA
315
Pin Oak Investment Advisors
Texas
$5K +$5K +576 New
ADL
316
Asset Dedication LLC
California
$4K +$2.06K +264 +106%
PG
317
Patten Group
Tennessee
$3K -$333 -32 -10%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$2K -$41.9K -4,528 -95%
BCMIO
319
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
KJWM
320
Kiley Juergens Wealth Management
Washington
$2K +$2K +256 New
CMO
321
Covenant Multifamily Offices
Texas
$2K +$2K +264 New
HR
322
Howe & Rusling
New York
$2K +$2K +280 New
AWE
323
Avidian Wealth Enterprises
Texas
$425 +$425 +48,032 New
FA
324
Fagan Associates
New York
$295 +$32 +3,672 +12%
PFG
325
Piershale Financial Group
Illinois
– -$13.1M -1,585,912 Closed
10 11 12
13
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