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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

265 hedge funds and large institutions have $1.82B invested in Schwab US Large-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 121 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.7%
New
25
Increased
121
Reduced
79
Closed
14
Calls
$2.08M
Puts
$317K
Net Calls
+$1.76M
Net Calls Change
+$559K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$13.1M
2
MAM
2
Marquette Asset Management
Minnesota
$56.2M
3
I
3
INVST
Indiana
$12M
4
MG
4
Mather Group
Illinois
$19.6M
5
APP
5
Avantax Planning Partners
Iowa
$277M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$583M
2
FMP
2
Financial Management Professionals
Texas
$18K
3
Jane Street
3
Jane Street
New York
$8.3M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$3.85M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
I
26
INVST
Indiana
$12M 1,453,352 +656,256 +82%
SAMC
27
Spectrum Asset Management (California)
California
$12M 1,450,720 +33,656 +2%
BTS
28
BB&T Securities
Virginia
$12M 1,448,264 +318,448 +28%
OA
29
Opes Advisors
California
$11.9M 1,435,304 +15,704 +1%
ML
30
McAdam LLC
Pennsylvania
$11.8M 1,428,672 +161,352 +13%
Morgan Stanley
31
Morgan Stanley
New York
$11.7M 1,421,112 -21,592 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$11.7M 1,418,088 +34,376 +2%
AI
33
Atria Investments
North Carolina
$11.7M 1,415,192 +212,472 +18%
Bank of America
34
Bank of America
North Carolina
$11.2M 1,352,368 -92,704 -6%
VFA
35
Voya Financial Advisors
Connecticut
$10.5M 1,279,584 +27,824 +2%
MWM
36
MinichMacGregor Wealth Management
New York
$10.1M 1,220,696 +17,456 +1%
UCFA
37
United Capital Financial Advisors
Texas
$9.68M 1,171,688 -3,640 -0.3%
UBS Group
38
UBS Group
Switzerland
$8.96M 1,085,016 -1,760 -0.2%
OCM
39
One Capital Management
California
$8.6M 1,041,816 +14,248 +1%
Jane Street
40
Jane Street
New York
$8.3M 1,005,392 -2,415,024 -71%
Mariner
41
Mariner
Kansas
$8.02M 970,824 +2,336 +0.2%
CAN
42
Cetera Advisor Networks
California
$7.97M 964,048 +100,824 +12%
CCM
43
Covington Capital Management
California
$7.87M 952,784 +14,624 +2%
GWA
44
Guidant Wealth Advisors
Illinois
$7.82M 935,976 +28,032 +3%
AWMG
45
Alliance Wealth Management Group
New Jersey
$7.6M 921,592 +455,072 +98%
MA
46
MUFG Americas
New York
$7.6M 919,872 +326,304 +55%
GIA
47
GHP Investment Advisors
Colorado
$7.21M 872,584 +32,048 +4%
NDSI
48
Newman Dignan & Sheerar Inc
Rhode Island
$6.92M 838,264 -7,600 -0.9%
LYV
49
Live Your Vision
Pennsylvania
$6.36M 769,936 +9,096 +1%
NFG
50
Nadler Financial Group
Illinois
$6.33M 766,704 +1,408 +0.2%
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