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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 %
CCA
76
Clearwater Capital Advisors
Illinois
$1.78M 31,682 +1,503 +5%
IAS
77
IMA Advisory Services
Colorado
$1.71M 30,587 -5,263 -15%
SWM
78
Stockman Wealth Management
Montana
$1.68M 30,148 -769 -2%
HIC
79
Hartline Investment Corp
Illinois
$1.63M 29,208 +3,425 +13%
SFSG
80
Stearns Financial Services Group
North Carolina
$1.57M 28,166 +2,715 +11%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$1.54M 27,641 +20,540 +289%
BC
82
Bartlett & Co
Ohio
$1.49M 26,665 +87 +0.3%
TH
83
Timber Hill
Connecticut
$1.36M 24,375 -17,145 -41%
CA
84
Cambridge Advisors
Nebraska
$1.34M 24,010 -243 -1%
CIAS
85
Capital Investment Advisory Services
North Carolina
$1.31M 23,521 +23,521 New
SWM
86
SVA Wealth Management
Wisconsin
$1.31M 23,503 +2,125 +10%
CCMW
87
Cypress Capital Management (Wyoming)
Wyoming
$1.31M 23,238 +23,238 New
MFS
88
MSI Financial Services
Massachusetts
$1.29M 23,162 +11,299 +95%
TF
89
Trutina Financial
Washington
$1.23M 21,950 +2,505 +13%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$1.16M 20,848 -510 -2%
CWM
91
Cabot Wealth Management
Massachusetts
$1.14M 20,448 -1,051 -5%
MG
92
Mather Group
Illinois
$1.08M 19,367 +19,367 New
BTS
93
BB&T Securities
Virginia
$1.03M 18,634 – –
SGAM
94
Steinberg Global Asset Management
Florida
$1.03M 18,467 +18 +0.1%
MAS
95
Managed Account Services
Florida
$1.01M 18,014 +18,014 New
JFG
96
JMG Financial Group
Illinois
$945K 16,924 -170 -1%
GHA
97
GW Henssler & Associates
Georgia
$935K 16,752 +1,498 +10%
UB
98
UMB Bank
Missouri
$914K 16,374 – –
LRPA
99
L. Roy Papp & Associates
Arizona
$834K 14,930 +562 +4%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$796K 14,256 – –
2 3
4
5 6