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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US Large-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
254
Holders Change
+33
Holders Change %
+14.93%
% of All Funds
6.34%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.65%
New
43
Increased
114
Reduced
67
Closed
9
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$794K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.7M
2
Jane Street
2
Jane Street
New York
$27M
3
ACM
3
Alpha Capital Management
Texas
$17.8M
4
PFM
4
Parsec Financial Management
North Carolina
$14.4M
5
AA
5
Apriem Advisors
California
$9.23M

Top Sellers

1
CCA
1
Checchi Capital Advisers
California
$0
2
CWM
2
Concert Wealth Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$11.4M
4
SBL
4
Sargent Bickham Lagudis
Colorado
$3.57M
5
CP
5
Corbenic Partners
Pennsylvania
$236K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$11.4M 1,442,704 -61,800 -4%
SAMC
27
Spectrum Asset Management (California)
California
$11.2M 1,417,064 +9,464 +0.7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$10.9M 1,383,712 +117,448 +9%
PMG
29
ProVise Management Group
Florida
$10.4M 1,319,760 +395,448 +43%
ML
30
McAdam LLC
Pennsylvania
$10M 1,267,320 +199,128 +19%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$9.92M 1,252,080 -108,240 -8%
VFA
32
Voya Financial Advisors
Connecticut
$9.87M 1,251,760 +24,920 +2%
MWM
33
MinichMacGregor Wealth Management
New York
$9.51M 1,203,240 +24,408 +2%
AI
34
Atria Investments
North Carolina
$9.5M 1,202,720 +95,656 +9%
UCFA
35
United Capital Financial Advisors
Texas
$9.29M 1,175,328 +87,232 +8%
AA
36
Apriem Advisors
California
$9.23M 1,167,944 +1,100,904 +1,642%
BTS
37
BB&T Securities
Virginia
$8.93M 1,129,816 +1,009,984 +843%
UBS Group
38
UBS Group
Switzerland
$8.59M 1,086,776 +345,464 +47%
OCM
39
One Capital Management
California
$8.12M 1,027,568 +2,720 +0.3%
Mariner
40
Mariner
Kansas
$7.65M 968,488 +47,088 +5%
CCM
41
Covington Capital Management
California
$7.41M 938,160 -6,416 -0.7%
GWA
42
Guidant Wealth Advisors
Illinois
$7.2M 907,944 +38,096 +4%
CAN
43
Cetera Advisor Networks
California
$6.81M 863,224 +9,800 +1%
GIA
44
GHP Investment Advisors
Colorado
$6.64M 840,536 +73,520 +10%
LYV
45
Live Your Vision
Pennsylvania
$6.19M 760,840 +42,384 +6%
NFG
46
Nadler Financial Group
Illinois
$6.05M 765,296 +38,816 +5%
I
47
INVST
Indiana
$6.03M 797,096 +797,096 New
HighTower Advisors
48
HighTower Advisors
Illinois
$5.87M 742,216 +153,152 +26%
PWSG
49
Pacific Wealth Strategies Group
California
$5.21M 659,512 +2,824 +0.4%
JWA
50
JFS Wealth Advisors
Pennsylvania
$5.09M 643,840 -22,440 -3%
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