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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 %
UB
101
UMB Bank
Missouri
$990K – – –
TH
102
Timber Hill
Connecticut
$947K -$527K -69,736 -36%
BTS
103
BB&T Securities
Virginia
$905K -$221K -29,240 -20%
BA
104
Bristlecone Advisors
Washington
$821K -$1.35M -177,968 -62%
DG
105
Davidson & Garrard
Virginia
$816K +$529K +69,976 +184%
US Bancorp
106
US Bancorp
Minnesota
$783K +$5.14K +680 +0.7%
AIA
107
Allegis Investment Advisors
Idaho
$783K +$176K +23,264 +29%
PAG
108
Pinnacle Advisory Group
Maryland
$777K -$1.21M -159,600 -61%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$775K +$51.9K +6,864 +7%
CCM
110
Coldstream Capital Management
Washington
$763K +$201K +26,640 +36%
RFA
111
Reilly Financial Advisors
California
$753K +$72.8K +9,624 +11%
FNBOO
112
First National Bank of Omaha
Nebraska
$751K – – –
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$747K +$13.7K +1,808 +2%
SC
114
Savant Capital
Illinois
$746K +$746K +98,704 New
CCMW
115
Cypress Capital Management (Wyoming)
Wyoming
$710K -$696K -92,000 -49%
AF
116
Aldebaran Financial
$702K +$121 +16 +0%
EWM
117
Edge Wealth Management
New York
$690K -$36.3K -4,800 -5%
WA
118
Wealth Architects
California
$663K – – –
TRCT
119
Tower Research Capital (TRC)
New York
$651K -$2.03M -268,752 -76%
BAC
120
Boys Arnold & Co
North Carolina
$629K +$6.96K +920 +1%
Creative Planning
121
Creative Planning
Kansas
$626K +$178K +23,544 +40%
FA
122
FC Advisory
Pennsylvania
$612K -$9.14K -1,208 -1%
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$595K -$101K -13,392 -15%
S
124
SignatureFD
Georgia
$535K -$16.4K -2,176 -3%
DWM
125
Destination Wealth Management
California
$515K +$46.5K +6,152 +10%
3 4
5
6 7