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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

254 hedge funds and large institutions have $1.8B invested in Schwab US Large-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
254
Holders Change
+33
Holders Change %
+14.93%
% of All Funds
6.34%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.65%
New
43
Increased
114
Reduced
67
Closed
9
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$794K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$23.7M
2
Jane Street
2
Jane Street
New York
$27M
3
ACM
3
Alpha Capital Management
Texas
$17.8M
4
PFM
4
Parsec Financial Management
North Carolina
$14.4M
5
AA
5
Apriem Advisors
California
$9.23M

Top Sellers

1
CCA
1
Checchi Capital Advisers
California
$0
2
CWM
2
Concert Wealth Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$11.4M
4
SBL
4
Sargent Bickham Lagudis
Colorado
$3.57M
5
CP
5
Corbenic Partners
Pennsylvania
$236K
Name Market Value Shares Shares
Change 		Shares
Change %
CMP
76
Courage Miller Partners
Virginia
$2.35M 297,352 +2,720 +0.9%
NPC
77
National Planning Corporation
California
$2.27M 288,008 +288,008 New
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$2.27M 286,896 +6,840 +2%
SPC
79
Sigma Planning Corp
Michigan
$2.22M 281,408 +20,840 +8%
AFG
80
Albion Financial Group
Utah
$2.06M 261,192 -7,072 -3%
KWM
81
Kingsview Wealth Management
Oregon
$2M 252,864 +87,184 +53%
PV
82
Private Vista
Illinois
$1.98M 249,024 – –
HB
83
Homrich & Berg
Georgia
$1.97M 249,448 -32,400 -11%
ECML
84
Eagle Capital Management (Louisiana)
Louisiana
$1.9M 240,672 +7,944 +3%
AWS
85
AJ Wealth Strategies
New York
$1.9M 240,496 -12,336 -5%
FWM
86
Frontier Wealth Management
Missouri
$1.87M 236,576 -48,392 -17%
CIAS
87
Capital Investment Advisory Services
North Carolina
$1.87M 236,608 +49,512 +26%
BC
88
Bartlett & Co
Ohio
$1.84M 232,496 +12,648 +6%
SFSG
89
Stearns Financial Services Group
North Carolina
$1.77M 224,560 -9,088 -4%
TYCC
90
Texas Yale Capital Corp
Florida
$1.75M 221,240 +10,568 +5%
CA
91
Cambridge Advisors
Nebraska
$1.72M 217,056 -4,760 -2%
IAS
92
IMA Advisory Services
Colorado
$1.7M 215,248 -20,280 -9%
TRCT
93
Tower Research Capital (TRC)
New York
$1.67M 210,864 +124,776 +145%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$1.58M 199,480 +27,072 +16%
WP
95
WealthSource Partners
California
$1.57M 198,928 -28,456 -13%
AA
96
Advisory Alpha
Michigan
$1.54M 189,376 +37,344 +25%
LCC
97
Lincoln Capital Corp
Rhode Island
$1.5M 190,008 +7,552 +4%
CCM
98
Coldstream Capital Management
Washington
$1.48M 186,888 +86,008 +85%
MML Investors Services
99
MML Investors Services
Massachusetts
$1.38M 174,728 +174,728 New
SWM
100
SVA Wealth Management
Wisconsin
$1.35M 170,216 +2,768 +2%
2 3
4
5 6