SCHG icon

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 %
ICOA
51
Investment Centers of America
North Dakota
$3.61M +$2.87M +378,984 +386%
STMM
52
South Texas Money Management
Texas
$3.44M -$161K -21,320 -4%
SIA
53
Starfire Investment Advisers
Michigan
$3.34M +$159K +21,152 +5%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$3.23M -$29.6K -3,912 -0.9%
PFM
55
Parsec Financial Management
North Carolina
$3.11M +$1.01M +133,544 +48%
Goldman Sachs
56
Goldman Sachs
New York
$3.03M – – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.79M +$675K +89,288 +32%
AG
58
Appleton Group
Wisconsin
$2.75M -$106K -14,032 -4%
CCA
59
Checchi Capital Advisers
California
$2.67M +$2.67M +352,656 New
CCM
60
Condor Capital Management
New Jersey
$2.64M -$423 -56 -0%
SFA
61
Sequoia Financial Advisors
Ohio
$2.64M +$2.35M +311,128 +825%
CWM
62
Concert Wealth Management
California
$2.43M +$16.8K +2,400 +0.7%
KLI
63
Kelman-Lazarov Inc
Tennessee
$2.38M +$97.1K +12,848 +4%
CCA
64
Clearwater Capital Advisors
Illinois
$2.29M +$383K +50,904 +20%
CMP
65
Courage Miller Partners
Virginia
$2.23M -$146K -19,296 -6%
SHJ
66
Sharkey, Howes & Javer
Colorado
$2.21M -$23.5M -3,105,704 -91%
FWM
67
Frontier Wealth Management
Missouri
$2.15M -$330K -43,608 -13%
HB
68
Homrich & Berg
Georgia
$2.13M -$1.43M -189,744 -40%
CFMC
69
Curbstone Financial Management Corp
New Hampshire
$2.12M -$154K -20,360 -7%
CP
70
Corbenic Partners
Pennsylvania
$2.09M -$587K -77,648 -22%
AFG
71
Albion Financial Group
Utah
$2.03M -$255K -33,736 -11%
SPC
72
Sigma Planning Corp
Michigan
$1.97M -$64.4K -8,512 -3%
AWS
73
AJ Wealth Strategies
New York
$1.91M -$39.8K -5,264 -2%
PV
74
Private Vista
Illinois
$1.89M +$1.89M +249,024 New
Citadel Advisors
75
Citadel Advisors
Florida
$1.81M +$1.81M +240,000 New
1 2
3
4 5