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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 %
AG
76
Appleton Group
Wisconsin
$3.68M 415,936 +29,784 +8%
BCP
77
Blackhawk Capital Partners
Wisconsin
$3.6M 407,696 +407,696 New
SFA
78
Sequoia Financial Advisors
Ohio
$3.58M 405,016 -2,560 -0.6%
CCM
79
Condor Capital Management
New Jersey
$3.56M 403,016 +11,216 +3%
Goldman Sachs
80
Goldman Sachs
New York
$3.55M 401,720 +920 +0.2%
SWM
81
SeaCrest Wealth Management
New York
$3.53M 399,720 +399,720 New
CA
82
Cetera Advisors
Colorado
$3.5M 396,448 +49,648 +14%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$3.39M 383,776 -10,992 -3%
KLI
84
Kelman-Lazarov Inc
Tennessee
$3.29M 372,072 +9,800 +3%
CCA
85
Clearwater Capital Advisors
Illinois
$3.28M 370,760 +8,272 +2%
STMM
86
South Texas Money Management
Texas
$3.24M 367,048 -23,376 -6%
RWM
87
RKL Wealth Management
Pennsylvania
$2.97M 335,432 +335,432 New
IFWM
88
Institute for Wealth Management
Colorado
$2.75M 309,112 -13,432 -4%
LFPWM
89
Leicht Financial Planning & Wealth Management
New Jersey
$2.71M 296,536 -164,576 -36%
CMP
90
Courage Miller Partners
Virginia
$2.71M 306,536 +4,536 +2%
SPC
91
Sigma Planning Corp
Michigan
$2.55M 288,440 +9,984 +4%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$2.5M 283,144 -289,936 -51%
SPI
93
Santori & Peters Inc
Pennsylvania
$2.47M 280,632 +280,632 New
AF
94
Advisornet Financial
Minnesota
$2.45M 276,752 +276,752 New
ACM
95
AlphaStar Capital Management
North Carolina
$2.37M 267,688 +93,392 +54%
AA
96
Advisory Alpha
Michigan
$2.34M 247,952 +6,600 +3%
AFG
97
Albion Financial Group
Utah
$2.24M 253,512 -4,872 -2%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$2.2M 249,272 -1,528 -0.6%
BC
99
Bartlett & Co
Ohio
$2.16M 244,400 -2,392 -1%
ECML
100
Eagle Capital Management (Louisiana)
Louisiana
$2.15M 243,376 -256 -0.1%
2 3
4
5 6