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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 %
DLCIG
101
D.L. Carlson Investment Group
New Hampshire
$747K 13,386 +7,673 +134%
US Bancorp
102
US Bancorp
Minnesota
$718K 12,863 -119 -0.9%
DW
103
Domani Wealth
Pennsylvania
$713K 12,771 -8,705 -41%
FNBOO
104
First National Bank of Omaha
Nebraska
$693K 12,414 – –
ICOA
105
Investment Centers of America
North Dakota
$688K 12,279 +1,501 +14%
BBPWM
106
Blue Bell Private Wealth Management
Pennsylvania
$678K 12,129 -406 -3%
EWM
107
Edge Wealth Management
New York
$669K 11,990 -1,149 -9%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$668K 11,959 +161 +1%
AF
109
Aldebaran Financial
$648K 11,611 +2 +0%
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$643K 11,511 -325 -3%
RFA
111
Reilly Financial Advisors
California
$628K 11,241 +1,077 +11%
WA
112
Wealth Architects
California
$612K 10,955 +1,175 +12%
FA
113
FC Advisory
Pennsylvania
$590K 10,264 +31 +0.3%
BAC
114
Boys Arnold & Co
North Carolina
$574K 10,285 +7 +0.1%
AIA
115
Allegis Investment Advisors
Idaho
$561K 10,042 +10,042 New
TYCC
116
Texas Yale Capital Corp
Florida
$556K 9,950 – –
ECML
117
Eagle Capital Management (Louisiana)
Louisiana
$545K 9,767 -85,357 -90%
CCM
118
Coldstream Capital Management
Washington
$518K 9,280 +3,006 +48%
S
119
SignatureFD
Georgia
$509K 9,125 -766 -8%
AA
120
Apriem Advisors
California
$466K 8,355 +1,080 +15%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$446K 7,994 +7,994 New
SNBOSD
122
Security National Bank of So Dak
Iowa
$442K 7,925 – –
JC
123
Jentner Corp
Ohio
$442K 7,919 +7,919 New
VNA
124
Valley National Advisers
Pennsylvania
$439K 7,866 +8 +0.1%
DWM
125
Destination Wealth Management
California
$433K 7,751 -254 -3%
3 4
5
6 7