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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

206 hedge funds and large institutions have $1.36B invested in Schwab US Large-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
206
Holders Change
+25
Holders Change %
+13.81%
% of All Funds
5.16%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.58%
New
38
Increased
90
Reduced
49
Closed
10
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$523K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$536M
2
APP
2
Avantax Planning Partners
Iowa
$221M
3
TIM
3
Total Investment Management
Arizona
$39.1M
4
OA
4
Opes Advisors
California
$13.4M
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$17.7M
2
Jane Street
2
Jane Street
New York
$381K
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$545K
4
CFMC
4
Curbstone Financial Management Corp
New Hampshire
$2.1M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$23.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$6.17M 110,431 +7,604 +7%
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$6.15M 110,089 -1,896 -2%
PMG
28
ProVise Management Group
Florida
$6.02M 107,873 +4,467 +4%
CCM
29
Covington Capital Management
California
$5.95M 106,621 +3,975 +4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.79M 103,717 +8,057 +8%
Mariner
31
Mariner
Kansas
$5.57M 99,711 +22,272 +29%
MIAN
32
Mariner Independent Advisor Network
Kansas
$5.25M 94,092 +62,465 +198%
GIA
33
GHP Investment Advisors
Colorado
$5.21M 93,287 +6,441 +7%
GWA
34
Guidant Wealth Advisors
Illinois
$5.18M 90,123 +65,669 +269%
UBS Group
35
UBS Group
Switzerland
$5.04M 90,246 +24,537 +37%
LA
36
LVW Advisors
New York
$4.96M 88,908 -3,727 -4%
LYV
37
Live Your Vision
Pennsylvania
$4.78M 85,633 -4,139 -5%
NFG
38
Nadler Financial Group
Illinois
$4.77M 85,504 +930 +1%
Bank of America
39
Bank of America
North Carolina
$4.77M 85,448 +39,271 +85%
JWA
40
JFS Wealth Advisors
Pennsylvania
$4.65M 83,285 +1,660 +2%
CAN
41
Cetera Advisor Networks
California
$4.59M 82,390 -17,401 -17%
TCM
42
Tradewinds Capital Management
Washington
$4.52M 80,867 +60,416 +295%
PWSG
43
Pacific Wealth Strategies Group
California
$4.44M 79,531 +79,531 New
FPFS
44
First Personal Financial Services
North Carolina
$4.42M 79,203 -1,111 -1%
Wells Fargo
45
Wells Fargo
California
$4.09M 73,218 +51,027 +230%
VV
46
Valentine Ventures
Oregon
$3.62M 64,908 -333 -0.5%
STMM
47
South Texas Money Management
Texas
$3.33M 59,562 -4,459 -7%
HB
48
Homrich & Berg
Georgia
$3.29M 58,949 +4,088 +7%
MAS
49
Madden Advisory Services
Florida
$3.24M 57,949 -10,565 -15%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$3.01M 53,853 +359 +0.7%
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