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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

265 hedge funds and large institutions have $1.82B invested in Schwab US Large-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 121 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
265
Holders Change
+11
Holders Change %
+4.33%
% of All Funds
6.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.7%
New
25
Increased
121
Reduced
79
Closed
14
Calls
$2.08M
Puts
$317K
Net Calls
+$1.76M
Net Calls Change
+$559K

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$13.1M
2
MAM
2
Marquette Asset Management
Minnesota
$56.2M
3
I
3
INVST
Indiana
$12M
4
MG
4
Mather Group
Illinois
$19.6M
5
APP
5
Avantax Planning Partners
Iowa
$277M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$583M
2
FMP
2
Financial Management Professionals
Texas
$18K
3
Jane Street
3
Jane Street
New York
$8.3M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$3.85M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KLI
76
Kelman-Lazarov Inc
Tennessee
$2.99M 362,272 +23,008 +7%
CA
77
Cetera Advisors
Colorado
$2.87M 346,800 -1,304 -0.4%
IFWM
78
Institute for Wealth Management
Colorado
$2.67M 322,544 -5,008 -2%
VF
79
Virtu Financial
New York
$2.62M 316,888 +316,888 New
CMP
80
Courage Miller Partners
Virginia
$2.49M 302,000 +4,648 +2%
SPC
81
Sigma Planning Corp
Michigan
$2.3M 278,456 -2,952 -1%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.25M 250,800 +124,240 +98%
AFG
83
Albion Financial Group
Utah
$2.13M 258,384 -2,808 -1%
AA
84
Advisory Alpha
Michigan
$2.07M 241,352 +51,976 +27%
BC
85
Bartlett & Co
Ohio
$2.04M 246,792 +14,296 +6%
NPC
86
National Planning Corporation
California
$2.03M 245,400 -42,608 -15%
ECML
87
Eagle Capital Management (Louisiana)
Louisiana
$2.01M 243,632 +2,960 +1%
AWS
88
AJ Wealth Strategies
New York
$1.99M 240,520 +24 +0%
HB
89
Homrich & Berg
Georgia
$1.95M 235,728 -13,720 -6%
SFSG
90
Stearns Financial Services Group
North Carolina
$1.94M 234,432 +9,872 +4%
TYCC
91
Texas Yale Capital Corp
Florida
$1.89M 228,480 +7,240 +3%
SBSB
92
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.87M 226,128 -85,072 -27%
FWM
93
Frontier Wealth Management
Missouri
$1.85M 224,128 -12,448 -5%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$1.84M 222,424 +22,944 +12%
CA
95
Cambridge Advisors
Nebraska
$1.82M 219,968 +2,912 +1%
PFA
96
Pinnacle Family Advisors
Missouri
$1.81M 218,600 +77,992 +55%
TRCT
97
Tower Research Capital (TRC)
New York
$1.78M 215,560 +4,696 +2%
IAS
98
IMA Advisory Services
Colorado
$1.77M 214,088 -1,160 -0.5%
CIAS
99
Capital Investment Advisory Services
North Carolina
$1.69M 204,552 -32,056 -14%
WP
100
WealthSource Partners
California
$1.69M 204,216 +5,288 +3%
2 3
4
5 6