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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 %
IAS
76
IMA Advisory Services
Colorado
$1.78M -$69.3K -9,168 -4%
SFSG
77
Stearns Financial Services Group
North Carolina
$1.77M +$62.9K +8,320 +4%
ECML
78
Eagle Capital Management (Louisiana)
Louisiana
$1.76M +$1.17M +154,592 +198%
SWM
79
Stockman Wealth Management
Montana
$1.72M -$99K -13,096 -5%
WP
80
WealthSource Partners
California
$1.72M +$1.35M +177,920 +360%
FANJ
81
Financial Architects (New Jersey)
New Jersey
$1.69M +$19.2K +2,536 +1%
CA
82
Cambridge Advisors
Nebraska
$1.68M +$225K +29,736 +15%
BC
83
Bartlett & Co
Ohio
$1.66M +$49.4K +6,528 +3%
TYCC
84
Texas Yale Capital Corp
Florida
$1.59M +$991K +131,072 +165%
CIAS
85
Capital Investment Advisory Services
North Carolina
$1.41M -$8.1K -1,072 -0.6%
TCM
86
Tradewinds Capital Management
Washington
$1.41M -$3.48M -460,856 -71%
LCC
87
Lincoln Capital Corp
Rhode Island
$1.38M +$1.38M +182,456 New
CA
88
Cetera Advisors
Colorado
$1.35M +$1.35M +178,784 New
HIC
89
Hartline Investment Corp
Illinois
$1.34M -$430K -56,872 -24%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.33M -$1.78M -235,288 -57%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$1.3M +$42.5K +5,624 +3%
SWM
92
SVA Wealth Management
Wisconsin
$1.27M -$156K -20,576 -11%
KWM
93
Kingsview Wealth Management
Oregon
$1.25M +$1.25M +165,680 New
AA
94
Advisory Alpha
Michigan
$1.15M +$1.15M +152,032 New
SGAM
95
Steinberg Global Asset Management
Florida
$1.15M +$27.9K +3,688 +2%
CWM
96
Cabot Wealth Management
Massachusetts
$1.1M -$137K -18,168 -11%
IAA
97
Independent Advisor Alliance
North Carolina
$1.05M +$1.05M +139,240 New
MAS
98
Managed Account Services
Florida
$1.03M -$56.2K -7,440 -5%
GHA
99
GW Henssler & Associates
Georgia
$1.01M -$4.6K -608 -0.5%
JFG
100
JMG Financial Group
Illinois
$999K -$24.5K -3,240 -2%
2 3
4
5 6