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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 %
SIA
51
Starfire Investment Advisers
Michigan
$2.96M 52,956 +1,952 +4%
PCM
52
Pointe Capital Management
Michigan
$2.96M 52,956 +52,956 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.87M 51,449 +46,664 +975%
SBL
54
Sargent Bickham Lagudis
Colorado
$2.86M 51,190 -10,752 -17%
Goldman Sachs
55
Goldman Sachs
New York
$2.8M 50,098 +98 +0.2%
MA
56
MUFG Americas
New York
$2.65M 47,444 +5,720 +14%
AG
57
Appleton Group
Wisconsin
$2.64M 47,199 -2,554 -5%
SWP
58
Stratos Wealth Partners
Ohio
$2.63M 47,101 +10,467 +29%
TRCT
59
Tower Research Capital (TRC)
New York
$2.48M 44,355 +36,696 +479%
CP
60
Corbenic Partners
Pennsylvania
$2.47M 44,313 +937 +2%
CCM
61
Condor Capital Management
New Jersey
$2.44M 43,685 +837 +2%
CWM
62
Concert Wealth Management
California
$2.41M 42,983 +728 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$2.36M 42,140 +6,458 +18%
FWM
64
Frontier Wealth Management
Missouri
$2.29M 41,072 -6,185 -13%
CMP
65
Courage Miller Partners
Virginia
$2.19M 39,241 -585 -1%
AFG
66
Albion Financial Group
Utah
$2.11M 37,750 +9,548 +34%
KLI
67
Kelman-Lazarov Inc
Tennessee
$2.1M 37,669 +2,220 +6%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$2.1M 37,552 -37,101 -50%
BA
69
Bristlecone Advisors
Washington
$2M 35,813 +1,920 +6%
AWMG
70
Alliance Wealth Management Group
New Jersey
$1.96M 35,083 +1,687 +5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.96M 35,037 +5,010 +17%
PFM
72
Parsec Financial Management
North Carolina
$1.94M 34,741 +10,123 +41%
SPC
73
Sigma Planning Corp
Michigan
$1.88M 33,635 +1,601 +5%
PAG
74
Pinnacle Advisory Group
Maryland
$1.83M 32,804 -2,106 -6%
AWS
75
AJ Wealth Strategies
New York
$1.8M 32,262 +32,262 New
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