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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.38%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K

Top Buyers

1
Mariner
1
Mariner
Kansas
$61.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$651M
3
BTS
3
BB&T Securities
Virginia
$20.7M
4
GWA
4
Guidant Wealth Advisors
Illinois
$14.5M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$41.2M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$248M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$3.88M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
51
Covington Capital Management
California
$7.29M 825,136 -127,648 -13%
LYV
52
Live Your Vision
Pennsylvania
$7.25M 770,256 +320 +0%
NDSI
53
Newman Dignan & Sheerar Inc
Rhode Island
$7.15M 808,456 -29,808 -4%
NFG
54
Nadler Financial Group
Illinois
$7.02M 793,848 +27,144 +4%
XS
55
XML Securities
Maryland
$6.4M 723,720 +723,720 New
HighTower Advisors
56
HighTower Advisors
Illinois
$6.24M 706,480 -27,992 -4%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.16M 696,320 +54,352 +8%
KWM
58
Kingsview Wealth Management
Oregon
$5.99M 677,416 +305,496 +82%
JWA
59
JFS Wealth Advisors
Pennsylvania
$5.97M 674,896 +16,240 +2%
UWM
60
USAdvisors Wealth Management
Minnesota
$5.91M 669,072 +669,072 New
AIA
61
Arcadia Investment Advisors
Idaho
$5.88M 665,736 +665,736 New
PWSG
62
Pacific Wealth Strategies Group
California
$5.39M 609,288 -106,504 -15%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$5.32M 601,696 +39,808 +7%
CHA
64
Cooper/Haims Advisors
New York
$5.23M 591,144 +591,144 New
MIAN
65
Mariner Independent Advisor Network
Kansas
$4.98M 562,840 +13,848 +3%
FPFS
66
First Personal Financial Services
North Carolina
$4.9M 554,136 -27,704 -5%
SBA
67
Secrest Blakey & Associates
North Carolina
$4.83M 546,680 +546,680 New
MAS
68
Madden Advisory Services
Florida
$4.71M 533,200 +36,192 +7%
SBL
69
Sargent Bickham Lagudis
Colorado
$4.57M 516,520 -120,456 -19%
LA
70
LVW Advisors
New York
$4.48M 506,936 -62,288 -11%
PTCG
71
Pring Turner Capital Group
California
$4.21M 476,200 -24,520 -5%
WC
72
Westwind Capital
New Mexico
$4.09M 462,880 +462,880 New
AG
73
Advisor Group
Arizona
$3.93M 444,528 +253,928 +133%
AWMG
74
Alliance Wealth Management Group
New Jersey
$3.88M 440,440 -481,152 -52%
SWP
75
Stratos Wealth Partners
Ohio
$3.83M 433,104 -68,064 -14%
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