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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

221 hedge funds and large institutions have $1.58B invested in Schwab US Large-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 15 closing their positions.

Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
5.51%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.52%
New
33
Increased
90
Reduced
66
Closed
15
Calls
$411K
Puts
–
Net Calls
+$411K
Net Calls Change
-$64K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$661M
2
FCI
2
Financial Counselors Inc
Kansas
$18.2M
3
Bank of America
3
Bank of America
North Carolina
$13.2M
4
Jane Street
4
Jane Street
New York
$6.74M
5
MG
5
Mather Group
Illinois
$6.95M

Top Sellers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$2.21M
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
OA
3
Opes Advisors
California
$10.4M
4
TCM
4
Tradewinds Capital Management
Washington
$1.41M
5
PCM
5
Pointe Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$8.23M -$168K -22,272 -2%
ML
27
McAdam LLC
Pennsylvania
$8.08M +$491K +64,960 +6%
OCM
28
One Capital Management
California
$7.75M -$446K -58,968 -5%
CCM
29
Covington Capital Management
California
$7.14M +$693K +91,608 +11%
PMG
30
ProVise Management Group
Florida
$6.99M +$464K +61,328 +7%
Mariner
31
Mariner
Kansas
$6.97M +$935K +123,712 +16%
MG
32
Mather Group
Illinois
$6.95M +$5.77M +763,824 +493%
Jane Street
33
Jane Street
New York
$6.74M +$6.33M +836,792 +1,533%
GWA
34
Guidant Wealth Advisors
Illinois
$6.54M +$1.12M +148,864 +21%
CAN
35
Cetera Advisor Networks
California
$6.45M +$1.47M +194,304 +29%
GIA
36
GHP Investment Advisors
Colorado
$5.8M +$157K +20,720 +3%
SBL
37
Sargent Bickham Lagudis
Colorado
$5.62M +$2.53M +334,432 +82%
UBS Group
38
UBS Group
Switzerland
$5.6M +$146K +19,344 +3%
NFG
39
Nadler Financial Group
Illinois
$5.49M +$321K +42,448 +6%
LYV
40
Live Your Vision
Pennsylvania
$5.43M +$252K +33,392 +5%
PWSG
41
Pacific Wealth Strategies Group
California
$4.97M +$155K +20,440 +3%
JWA
42
JFS Wealth Advisors
Pennsylvania
$4.65M – – –
LA
43
LVW Advisors
New York
$4.62M -$753K -99,600 -14%
FPFS
44
First Personal Financial Services
North Carolina
$4.58M -$211K -27,848 -4%
Wells Fargo
45
Wells Fargo
California
$4.46M +$31.7K +4,192 +0.7%
HighTower Advisors
46
HighTower Advisors
Illinois
$4.46M +$1.91M +251,944 +75%
SWP
47
Stratos Wealth Partners
Ohio
$4.24M +$1.39M +184,448 +49%
MA
48
MUFG Americas
New York
$4.09M +$1.22M +161,128 +42%
MAS
49
Madden Advisory Services
Florida
$3.66M +$151K +20,032 +4%
AWMG
50
Alliance Wealth Management Group
New Jersey
$3.62M +$1.46M +189,256 +67%
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