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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 %
LRPA
101
L. Roy Papp & Associates
Arizona
$1.3M 165,024 +165,024 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$1.27M 160,032 +57,496 +56%
AG
103
Advisor Group
Arizona
$1.21M 153,688 +141,768 +1,189%
SGAM
104
Steinberg Global Asset Management
Florida
$1.2M 151,888 +464 +0.3%
GHA
105
GW Henssler & Associates
Georgia
$1.12M 142,312 +8,904 +7%
MAS
106
Managed Account Services
Florida
$1.12M 141,664 +4,992 +4%
PFA
107
Pinnacle Family Advisors
Missouri
$1.11M 140,608 +140,608 New
JFG
108
JMG Financial Group
Illinois
$1.04M 131,904 -248 -0.2%
UB
109
UMB Bank
Missouri
$1.04M 130,992 – –
SHJ
110
Sharkey, Howes & Javer
Colorado
$1.03M 130,440 -161,776 -55%
CWM
111
Cabot Wealth Management
Massachusetts
$1.03M 130,008 -15,408 -11%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$1M 126,560 +93,880 +287%
DG
113
Davidson & Garrard
Virginia
$956K 120,976 +12,984 +12%
AIA
114
Allegis Investment Advisors
Idaho
$838K 106,104 +2,504 +2%
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$824K 104,336 +5,496 +6%
RFA
116
Reilly Financial Advisors
California
$815K 103,128 +3,576 +4%
CCMW
117
Cypress Capital Management (Wyoming)
Wyoming
$814K 103,024 +9,120 +10%
SFG
118
Sage Financial Group
Pennsylvania
$802K 101,496 +101,496 New
FNBOO
119
First National Bank of Omaha
Nebraska
$785K 99,312 – –
SC
120
Savant Capital
Illinois
$780K 98,704 – –
FFWA
121
FRG Family Wealth Advisors
Washington
$775K 98,120 +98,120 New
US Bancorp
122
US Bancorp
Minnesota
$774K 97,992 -5,592 -5%
TH
123
Timber Hill
Connecticut
$769K 97,360 -27,904 -22%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$759K 95,784 +34,592 +57%
EWM
125
Edge Wealth Management
New York
$742K 93,800 +2,680 +3%
3 4
5
6 7